DIGITIMES Communications news

Apr 30

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone executives said will mark the start of a multi‑generation partnership

Memory crunch squeezes smartphone SoC market as Samsung gains share

Apr 30

OpenAI stirs smartphone industry with 2028 AI agent phone plans

Apr 30

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Apr 30

FCC expands ban on non-US networking devices, raising supply chain pressure

Apr 29

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MOBILE DEVICESTSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

May 4, 10:32

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 capacity, particularly at leading-edge process nodes.

MOBILE DEVICESIndia roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

May 4, 06:13

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India's rising role in supply chains and compute-driven industries.

MOBILE COMPONENTSMediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

May 2

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 the decline.

MOBILE COMPONENTSBYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Apr 29

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including a 95.5% annual drop in profit attributable to its parent company, hitting CNY27.83 million (US$4.1 million).

MOBILE DEVICESSupreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Apr 29

Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90% of total sales, with server revenue share reaching about 40%—surpassing mobile for the first time. Strong demand from cloud service providers (CSPs) is driving server memory prices higher, a trend expected to extend into the second quarter of 2026.

MOBILE DEVICESOpenAI eyes agentic AI phone but faces challenges beyond chip design

Apr 28

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive cost-performance for mainstream buyers and attracting users.

MOBILE DEVICESNew flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

Apr 28

The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should help narrow a forecasted decline in the second quarter. Mobile channel operators reported that Taiwan's phone shipments reached nearly 418,000 units in March 2026, down about 1% from February's 420,000 units, while revenue rose nearly 1% as premium device sales increased.

MOBILE DEVICESRising component costs push Chinese phone makers to speed product cycles and favor high-end models

Apr 28

Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted firms to shift focus to higher-margin models. According to the China Academy of Information and Communications Technology, March 2026 shipments in China totaled 21.15 million units, down 7.1% year-over-year, while 5G phone shipments reached 19.67 million units, a 1.3% increase and 93% of total shipments.

MOBILE DEVICESFoxconn's 48% export surge cements India's role in Apple's supply chain

Apr 27

India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports accounted for about one-third of all phones made in India, underscoring the sector's deepening export orientation.

MOBILE DEVICESIndia roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

Apr 27

India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new fabrication and advanced packaging projects, while expanding design partnerships. At the same time, regulatory pressure on Apple, weakening smartphone demand, and solar policy tensions highlight challenges alongside growing global supply-chain integration.

WIRELESS NETWORKINGTaiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

Apr 27

Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer demand, with traditional seasonality continuing to weaken. Since 2025, the market has shown a pattern of weaker peak seasons and firmer off-seasons.

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Exclusive: Taiwan firms play key roles in OneWeb's expanding satellite ecosystem

As low-Earth-orbit (LEO) satellite networks move from development into full commercial deployment, major operators are racing to expand and secure their global supply chains. Among them, Eutelsat OneWeb is deepening its footprint in Taiwan, now treating the island as an essential pillar of its worldwide ecosystem.

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