Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 14 May 2026

Khgears deepens robot supply chain role as smart transmission tops 10% of revenue

Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...

Thursday 14 May 2026

Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens

US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...

Thursday 14 May 2026

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

Thursday 14 May 2026

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...

Thursday 14 May 2026

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...

Thursday 14 May 2026

Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say

Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...

Thursday 14 May 2026

Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026

Arbe CEO Says radar is becoming central to future of autonomous driving

As the autonomous driving industry pushes toward "eyes-off" highway driving, the race is increasingly shifting from electric vehicles to...

Thursday 14 May 2026

Microloops posts record first-quarter profit as AI server cooling drives growth

Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...

Wednesday 13 May 2026

PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales

IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...

Wednesday 13 May 2026

Inventec sees strong AI, general-purpose server demand through 2028

Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

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