Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 12 August 2026

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...

Wednesday 12 August 2026

CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough

CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...

Wednesday 12 August 2026

Synnex sees strong growth in value-added commercial IT, semiconductors

AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...

Wednesday 12 August 2026

OCP APAC 2026: TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year

AI computing demand is rapidly increasing the complexity of chip integration, shifting advanced packaging competition beyond individual component performance to reliability and validation...

Wednesday 12 August 2026

Panel makers turn to AI packaging as old fabs gain value

Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...

Wednesday 12 August 2026

Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Taiwan's National Science and Technology Council (NSTC) announced the winners of its annual Future Tech Award on August 10, with the...

Wednesday 12 August 2026

Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main...

Wednesday 12 August 2026

Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices

Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...

Wednesday 12 August 2026

Samsung weighs power subsidiary to secure semiconductor electricity by 2027

Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations...

Wednesday 12 August 2026

DEEPX wins South Korean air base contract for domestic AI surveillance NPU

South Korean IC design firm DEEPX will deploy its neural processing unit in an AI perimeter surveillance system at a South Korean Air Force base. The project is the first in the country’s...

Wednesday 12 August 2026

Google DeepMind open-sources WeatherNext after hurricane forecast breakthrough

Google DeepMind said it has open-sourced the code and weights for WeatherNext, its weather AI model that predicted hurricane tracks one day earlier than traditional systems. In research...

Wednesday 12 August 2026

Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable...

Wednesday 12 August 2026

As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the...

Wednesday 12 August 2026

Taiwan ranks fifth globally for cyber threats, with semiconductors and finance prime targets

As companies accelerate the adoption of AI agents to reshape business processes, attackers are using the same technology to increase the...

Wednesday 12 August 2026

California satellite makers expand as office vacancies become factory space

California's satellite manufacturing sector kept growing despite high costs and strict regulation, as startups and established operators expanded across San Jose, Sunnyvale, and Los...

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