Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 1 May 2026

Commentary: Honor's robot win highlights thermal edge in robotics

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...

Thursday 30 April 2026

AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation

AGI, Inc., also known as The AGI Company, is a San Francisco–based applied AI startup developing what it describes as "on-device superintelligence" for smartphones, computers...

Thursday 30 April 2026

Google's split TPU chips signal shift from universal to specialized AI accelerators

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....

Thursday 30 April 2026

Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests

Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...

Thursday 30 April 2026

MetaX GPU revenue jumps 75%, losses narrow on AI demand

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...

Thursday 30 April 2026

Meta's 1Q26 earnings redraw the AI hardware map

Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.

Thursday 30 April 2026

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest,...

Thursday 30 April 2026

Taiwan's AI push awaits legislative green light

Given Taiwan's crucial role in the AI supply chain, Cheng-wen Wu, chairman of the country's National Science and Technology Council (NSTC), called on Taiwan's legislature to pass the...

Thursday 30 April 2026

Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...

Thursday 30 April 2026

OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach

OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...

Thursday 30 April 2026

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...

Thursday 30 April 2026

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...

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