Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 6 August 2026

ByteDance's new "watch and listen" AI signals a broader Chinese push beyond chatbots

ByteDance's Seed research team has released SeedRealtime. This native audio-visual full-duplex large language model, the company says, marks the industry's first large-scale deployment...

Thursday 6 August 2026

Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...

Thursday 6 August 2026

Google loses Jeff Dean, sidelines Hassabis from operations in biggest AI shake-up since 2023

Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff...

Thursday 6 August 2026

China automakers struggle as margins plunge and battery supply chains skew

China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...

Thursday 6 August 2026

Tung Yang July revenue rises 23% on stronger AM and OEM demand

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...

Thursday 6 August 2026

Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Thursday 6 August 2026

China auto exports shift production and pressure suppliers in the first half of 2026

China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...

Thursday 6 August 2026

Chicony Power wins US communications customer as AI server products move toward production

Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...

Thursday 6 August 2026

Adlink posts record second-quarter revenue on AI edge computing demand

Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial...

Thursday 6 August 2026

Wistron reports strong first-half profit and expands AI capex in Taiwan and the US

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...

Wednesday 5 August 2026

LG Electronics posts strong second quarter as new businesses drive growth

LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...

Wednesday 5 August 2026

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...

Wednesday 5 August 2026

Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure

Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts storage density, bandwidth, and power efficiency, a development that could help global...

Wednesday 5 August 2026

Airoha optical comms revenue doubles as broadband lands CSPs

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...

Wednesday 5 August 2026

Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

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