Amazon files for 5,105 direct-to-phone satellites: no extra hardware needed

Amazon has filed plans with the U.S. Federal Communications Commission for a 5,105-satellite direct-to-device network. In that filing, the company says the system would bring voice, data, messaging emergency communications, and IoT connectivity straight to mobile devices, so people wouldn’t need any extra hardware.

That would push Project Kuiper past its original broadband role. Amazon says the network could serve consumers, businesses governments, and remote communities, with uses that range from mobile coverage and emergency links to fleet management, remote operations, supply-chain connections, and industrial IoT.

The FCC filing says direct-to-device service wouldn’t arrive until 2028. Project Kuiper broadband, though, is still scheduled to begin service later this year.

Amazon already has approval for 3,236 Project Kuiper satellites, and more than 390 are already in orbit. The new layer, according to the filing, would run across five orbital shells and rely on optical inter-satellite links as well as fiber-connected gateways.

If the idea of satellite service in your pocket, not bolted to your roof, sounds interesting, this is one to keep an eye on.

Amazon’s proposed $11.6 billion Globalstar deal would bring in assets, ground infrastructure, spectrum, and regulatory approvals. It would also let compatible phones connect without antennas, including Apple devices that use Emergency SOS, Messages, Find My, and Roadside Assistance.

You can follow the plan through the FCC filing while Amazon keeps building relationships with Vodafone, Vodacom, Vrio, NTT, SKY Perfect JSAT, DirecTV, Herotel, and Australia’s NBN, all while going up against Starlink, AST SpaceMobile, Lynk Global, and Iridium.

Chip shortage is back: prices are climbing and it could last through 2027

Demand from advanced data centers is driving chip prices up again right now. It’s soaking up memory supply and manufacturing capacity, leaving fewer parts for mainstream electronics and older industrial systems, and turning what might have looked temporary into a structural shortage that analysts now think could last through 2027, maybe longer. You can already see it in the numbers: RAM that once sold for about $100 is moving toward $300, and the median laptop price is rising from roughly $800 to $1,600. Chipmakers are chasing the fatter margins in high-bandwidth memory, or HBM, and server accelerators, not the older chips that still run plenty of the gadgets and business systems people depend on.

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So even if your phone, laptop, router, or appliance doesn’t use the newest parts, you can still feel the squeeze through tighter supply, longer lead times, and higher costs. Apple and Microsoft have already raised some prices.

If you’re planning to buy laptops, PCs, gaming hardware, cars, factory systems, medical devices, retail tech, or telecom equipment, keep an eye on this. Analysts now see a structural shortage tied to long-term spending on data centers and advanced computing, and they think it could stretch through 2027 or beyond.

Governments are trying to respond through the U.S. CHIPS and Science Act, the European Union Chips Act, and new efforts in Brazil, Argentina, and parts of Africa that cover design, assembly, testing, packaging, silicon photonics, advanced memory, and new fabs. Still, don’t expect prices to fall overnight.

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