Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 12 May 2026

Kuaishou targets US$20B Kling AI spin-off to tap video generation demand

Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...

Tuesday 12 May 2026

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...

Tuesday 12 May 2026

Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks

Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...

Tuesday 12 May 2026

Altos targets South Korean AI server market with software edge

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...

Tuesday 12 May 2026

Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26

Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...

Tuesday 12 May 2026

OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new...

Tuesday 12 May 2026

AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market

AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...

Tuesday 12 May 2026

Taiwan EV charging rollout slows as grid and soil issues delay new sites

Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging...

Tuesday 12 May 2026

WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand

Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...

Tuesday 12 May 2026

China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand

China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it...

Tuesday 12 May 2026

Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026

Nvidia's copper-to-fiber AI shift boosts China's optical plays

Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

Tuesday 12 May 2026

Research insight: Taiwan's auto tech pushes beyond components into autonomous systems

A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual...

Tuesday 12 May 2026

Commentary: Musk's xAI exit shows Anthropic's AI strength

On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...

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