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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 6 October 2026
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
Tuesday 6 October 2026
Taiwan's NSTC seeks AI data center power tech to reduce grid impact of load spikes
Taiwan's National Science and Technology Council (NSTC) has recently issued a call for proposals on "high-performance power conversion and system management technologies for next-generation...
Tuesday 6 October 2026
Apple, Qualcomm renew patent deal, iPhone modem shift deepens
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value...
Tuesday 6 October 2026
Jedec unveils new standard for silicon photonics reliability qualification and testing
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid...
Tuesday 6 October 2026
AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access...
Tuesday 6 October 2026
Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...
Tuesday 6 October 2026
Taiwan unveils new 5-year quantum tech program to speed adoption
The National Science and Technology Council (NSTC) has announced the details of its next five-year quantum research program as Taiwan prepares to wrap up its current NT$8 billion (US$252.14...
Tuesday 6 October 2026
TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
Sony to transfer 418 XR patents to Meta
Sony plans to transfer 418 extended reality (XR) patents to Meta, with 43 of those transfers already completed. Analysts say the move signals Sony's retrenchment from XR hardware,...
Tuesday 6 October 2026
NTT Data bets on India to lift its AI business as data center race heats up
NTT Data expects India to contribute a larger share of its global artificial intelligence (AI) business than it does of its overall IT services business, as the Japanese company pushes...
Tuesday 6 October 2026
MIPS deepens RISC-V ties with China despite US-China tech tensions
Despite intense technology competition between the US and China, cooperation between the two sides on the open-standard RISC-V architecture continues to deepen, with US intellectual...
Tuesday 6 October 2026
MediaTek group spans Wi-Fi, 5G and PON to target AI-era network infrastructure
MediaTek and subsidiary Airoha Technology will jointly showcase new technologies spanning Wi-Fi, 5G CPE, and passive optical networking (PON) at Network X 2026, scheduled for October...
Tuesday 6 October 2026
Schneider Electric's deal to buy PTC is the next step in its software push
Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's...
Tuesday 6 October 2026
LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24%...