Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 11 September 2026

Why Chinese automakers' aggressive push only further tightens CATL's grip

Supply diversification has long been a recurring — and difficult — issue confronting the high-tech manufacturing ecosystem. But efforts to diversify component and materials...

Friday 11 September 2026

AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging

Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...

Friday 11 September 2026

CIOE: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

Friday 11 September 2026

CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030

Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...

Friday 11 September 2026

China's energy storage capacity surges 50-fold in five years, sparking crackdown on lithium battery expansion

China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the...

Friday 11 September 2026

Nvidia expands Australian AI factory push as global demand rises

Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...

Friday 11 September 2026

Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit

Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU,...

Friday 11 September 2026

FCC closes a chip-level loophole while media debate another White House retreat

A rule published in the Federal Register on September 11 pushes US communications supply-chain...

Friday 11 September 2026
AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating
The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

Friday 11 September 2026
Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities
Anthropic has disrupted a series of operations in which Chinese AI companies allegedly used its Claude models to extract capabilities for their own AI systems, highlighting growing...

Friday 11 September 2026
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

Friday 11 September 2026
Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000
Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the industry's path to scale may depend as much on lowering the cost of experimentation as...

Friday 11 September 2026
Oracle's AI cloud build-out is now rewriting its cost structure
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026
Oracle turns its AI build-out into a delivery number, the cost lands where management said it would
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...

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