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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 5 May 2026
Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
Tuesday 5 May 2026
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Monday 4 May 2026
Taiwanese Micro LED suppliers race to tap optical links for AI data centers
Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.
Monday 4 May 2026
AI memory crunch squeezes 5G FWA market
DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...
Monday 4 May 2026
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Sunday 3 May 2026
Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth
Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The...
Saturday 2 May 2026
OpenAI reworks Stargate data center strategy as site plans change

OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

Saturday 2 May 2026
Qualcomm says Samsung chip share remains above 70% despite Exynos push
Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
Saturday 2 May 2026
Lite-On profit rises on surge in AI-driven cloud demand

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...

Saturday 2 May 2026
Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
Saturday 2 May 2026
MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
Friday 1 May 2026
OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...