Memory Chip Shortage Driven by AI and Data Centers to Drive Up Smartphone and Network Equipment Costs, Warns Currys
AI and Hyperscale Demand for Memory Chips to Squeeze Telecom Device Supply ChainsPhoto by Adriano Ponte Abreu In a clear...
supply chain
SK Hynix Commits $51 Billion to NAND Fab M17, Signaling Long-Term AI & Telecom Infrastructure Demand
📰Original Source: ETTelecomSK Hynix, the world's second-largest memory chipmaker, will construct a new 20 trillion won ($51 billion) NAND flash...
Singapore AI Chip Fraud Case Highlights Supply Chain Risks for Telecom AI Infrastructure
📰Original Source: ETTelecom / Singapore Police Force The Singapore Police Force (SPF) has filed additional fraud and money laundering charges...
Luxshare HK IPO Signals Capital Push for Chinese Telecom Tech, Supply Chain Ambitions
📰Original Source: ETTelecomSource: ETTelecom, July 1, 2026. Chinese electronics manufacturing giant and Apple supplier Luxshare Precision Industry has filed for...
Samsung and SK Hynix $2.3 Trillion AI Bet Reshapes Telecom Infrastructure Supply Chain
📰Original Source: ETTelecomSource: ETTelecom – Samsung Electronics and SK Hynix are committing a staggering 3,200 trillion won (approximately $2.3 trillion)...
Fujifilm-Gujarat Semiconductor MoU: A Strategic Supply Chain Move for Telecom Hardware
📰Original Source: ETTelecomFujifilm-Gujarat Semiconductor MoU: A Strategic Supply Chain Move for Telecom Hardware Source: ETTelecom, June 30, 2026. Fujifilm India...
AI Demand Triggers Global Telecom Device Price Surge, Apple iPad/Mac Hikes Signal Broader Trend
📰Original Source: ETTelecom AI Demand Triggers Global Telecom Device Price Surge, Apple iPad/Mac Hikes Signal Broader Trend Source: ETTelecom, June...
Samsung’s $648 Billion AI Investment Signals Massive Telecom Infrastructure Buildout
📰Original Source: ETTelecom / Reuters Source: ETTelecom, citing a Reuters report. Samsung Group is preparing to deploy a staggering 1,000...
SK Hynix Surpasses Samsung in Market Cap, Fueled by HBM Dominance for AI Infrastructure
📰Original Source: ETTelecomSK Hynix Surpasses Samsung in Market Cap, Fueled by HBM Dominance for AI Infrastructure Source: ETTelecom, June 24,...
India’s ECMS August Tranche Targets Rare Earths, Telecom Components for Strategic Supply Chain Shift
📰Original Source: ETTelecomThe next tranche of India's Electronic Component Manufacturing Scheme (ECMS) is slated for August 2026, with a strategic...
