Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 25 March 2026

Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...

Wednesday 25 March 2026

At AI Expo, Google Quantum AI software engineering manager sees shifts toward fault-tolerant quantum computing

The annual AI industry showcase hosted by DIGITIMES, AI Expo, is set to open from March 25 to 27 at the Taipei Expo Park. This year's event...

Wednesday 25 March 2026

SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech

SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin...

Tuesday 24 March 2026

DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26

Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...

Tuesday 24 March 2026

Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch

Samsung Electronics is reportedly advancing development of its next-generation tri-fold smartphone following the Galaxy Z TriFold, which ceased production just three months after launch...

Tuesday 24 March 2026

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026

MediaTek's Airoha takes on US giants in optical comms DSP chip arena

The expansion of AI data centers is creating new business opportunities that are opening the door for upstarts to challenge industry leaders. A prime example is the four-level pulse...

Tuesday 24 March 2026

TSMC's Wei draws battle lines between US AI and China's hardware in robotics race

TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize...

Tuesday 24 March 2026

US FCC adds foreign-produced routers to national security 'Covered List'

The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries...

Tuesday 24 March 2026

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

Tuesday 24 March 2026

Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap

Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation...

Tuesday 24 March 2026

Small nations face structural limits in AI sovereignty, Swiss expert says

As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...

Tuesday 24 March 2026

Ghost Robotics seeks Taiwan supply chain ties for quadruped robots

Ghost Robotics, a US-based developer of quadrupedal unmanned ground vehicles (UGVs), has expressed interest in collaborating with Taiwan's supply chain as it moves to enter the local...

Monday 23 March 2026

Zenitron warns memory shortages will reverberate across global tech supply chains

Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...

Monday 23 March 2026

Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth

Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution...

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