Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Saturday 1 August 2026

MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...

Saturday 1 August 2026

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...

Friday 31 July 2026

Analysis: The AI buildout stopped being a demand story

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

Friday 31 July 2026

MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI),...

Friday 31 July 2026

Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist

Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal,...

Friday 31 July 2026

Amazon's Zoox receives US approval for commercial deployment of robotaxis

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi...

Friday 31 July 2026

Pegatron chair says AI outlook remains strong, calls for Taiwan application push

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...

Friday 31 July 2026

ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as...

Friday 31 July 2026

US CSP leaders keep capex growth as AI monetization deepens

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...

Friday 31 July 2026

Jensen Huang's open-source push signals a fight over who controls the AI market

Nvidia chief executive Jensen Huang has used a rare public intervention to argue that the US should back open-source artificial intelligence,...

Friday 31 July 2026

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Anthropic said three of its Claude models unintentionally accessed the systems of three organizations after a testing environment was misconfigured and connected to the public internet...

Friday 31 July 2026

Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco,...

Friday 31 July 2026

Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...

Friday 31 July 2026

Auto chip demand recovers, but restocking remains elusive

Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still...

Friday 31 July 2026

EU launches AI Gigafactories call to boost Europe's computing capacity

The EU has opened a tender to build up to seven AI Gigafactories, a move that could reshape access to advanced computing for companies, researchers, and governments worldwide. The...

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