Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 24 August 2026

India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme

India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward...

Monday 24 August 2026

Alibaba plans HKD80 billion share placement to fund AI expansion

Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster...

Monday 24 August 2026

India advances Wi-Fi mmWave FWA trial as Gemtek eyes 100x shipments

Gemtek has made new progress in its India-based Wi-Fi mmWave fixed wireless access (FWA) rollout after India's Telecommunication Engineering Centre (TEC), under the Department of Telecommunications...

Monday 24 August 2026

Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

Humanoid robots have entered a clear new phase since agentic AI emerged in 2025, with DIGITIMES analyst Zouhao Shen saying the category...

Monday 24 August 2026

Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...

Monday 24 August 2026

CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst

Challenges around co-packaged optics (CPO) remain unresolved, but they have not slowed the rapid rise of 800G and 1.6T silicon photonics, DIGITIMES analyst Kiwi Hsu said on August...

Saturday 22 August 2026

Supermicro's internal probe clears senior management in export-control case

Super Micro Computer (NASDAQ: SMCI) said Thursday that an internal investigation run by its independent directors found no evidence that any current senior manager knew of an alleged...

Friday 21 August 2026

Vecow eyes robotics growth as North America, EMEA account for 65% of business

Taiwan industrial computer supplier Vecow is stepping up its push into robotics and edge AI, with North America and Europe, the Middle East and Africa (EMEA) together accounting for...

Friday 21 August 2026

Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth

Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...

Friday 21 August 2026

Huawei, China power giant Huaneng explore AI compute-power coordination

China Huaneng Group said on August 20 that chairman Wen Shugang and president Zhong Guodong recently visited Huawei in Shenzhen, where they met Huawei founder Ren Zhengfei to discuss...

Friday 21 August 2026

Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES in Taipei on August 20, semiconductor, investment, and...

Friday 21 August 2026

Honor Robot Phone moves from concept to mass production

With the official launch of Honor's new Robot Phone, foreign media outlets have renewed their attention on how Chinese smartphone makers...

Friday 21 August 2026

Research Insight: 2028 key year for optical interconnects in AI racks

Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...

Friday 21 August 2026

800VDC adoption in AI data centers is set to reshape power chip demand

A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors...

Friday 21 August 2026

Taiwan export orders near US$98 billion in July, with US as top buyer

Taiwan's export orders climbed by US$207.3 billion, or 52.5%, in the first seven months of 2026 compared with the same period in 2025, according to data released on August 20 by the...

3/1886 pages