CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 2 March 2026
Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...
Monday 2 March 2026
Google brings Intrinsic in-house to accelerate physical AI development
Google has announced that robotics software company Intrinsic will join its operations as a distinct unit within the company, a move aimed at accelerating the deployment of artificial...
Monday 2 March 2026
Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...
Sunday 1 March 2026
Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
Sunday 1 March 2026
Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
Sunday 1 March 2026
Ericsson teams up with MediaTek, Apple to showcase 6G ecosystem at MWC
Telecommunications giant Ericsson has announced its participation at the 2026 Mobile World Congress (MWC), scheduled for March 2 to 5 in Barcelona, under the theme "Enter new horizons."...
Sunday 1 March 2026
BizLink advances modular integration to boost data center interconnect growth
Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...
Sunday 1 March 2026
Chunghwa Telecom eyes pre-6G push at MWC 2026
Chunghwa Telecom will participate in the 2026 Mobile World Congress (MWC) in Barcelona, Spain, from March 2 to 5, unveiling its core strategy for "pre-6G next-generation communications."...
Saturday 28 February 2026
Android phone makers gear up for MWC to challenge Samsung
Samsung Electronics officially unveiled the Galaxy S26 series of smartphones in the early hours of February 26 2026, Taipei time. Alongside its annual hardware upgrades to the flagship...
Friday 27 February 2026
Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double
US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...
Friday 27 February 2026
Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab
As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical...
Thursday 26 February 2026
BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints
King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...
Thursday 26 February 2026
Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.