Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Monday 17 August 2026

Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026

Phison CEO sees years of NAND shortage, AI growth chance

Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...

Monday 17 August 2026

Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026

LG-Nvidia physical AI partnership speeds up as robotics chief reportedly heads to South Korea

Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia's senior director...

Monday 17 August 2026

Giant warns rising bicycle parts costs will pressure margins

Giant said rising raw material prices and price hikes for components from Japanese supplier Shimano, starting from August 2026, will...

Monday 17 August 2026

Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center

Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...

Monday 17 August 2026

AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking?

The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional "Model-Based"...

Monday 17 August 2026

LG, Nvidia step up humanoid push with robot data factory

Nvidia's Madison Huang is set to visit LG Electronics' Yangjae R&D campus in Seoul on August 18 to inspect the company's robot data...

Monday 17 August 2026

China battery makers rework costs as lithium prices fall and taxes rise

China's lithium battery industry is entering a new phase of cost restructuring as falling lithium carbonate prices, uncertain supply conditions and higher taxes squeeze manufacturers'...

Monday 17 August 2026

Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race

Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise...

Monday 17 August 2026

Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens

Apple has trained a large language model (LLM) specifically for the Chinese market with support from Alibaba, according to Reuters, marking a shift from its previous reliance...

Monday 17 August 2026

WaveSplitter returns to profit as AI optics demand lifts 1H revenue

WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

Monday 17 August 2026

Hermes Testing's 1H26 profit more than triples on rising AI testing demand

Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...

Monday 17 August 2026

OCP APAC 2026: When AI starts running the hardware that runs it

The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...

Monday 17 August 2026

Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

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