Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 15 July 2026

Taiwan auto market rebounds as replacement demand lifts second-half outlook

Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...

Wednesday 15 July 2026

Microsoft's Xbox overhaul signals AI is overtaking gaming in Big Tech capital allocation

Microsoft has announced an expanded 3,200-job cut at its Xbox division and is evaluating whether to split off or sell certain game studios. Analysts say the move is more than a routine...

Wednesday 15 July 2026

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...

Wednesday 15 July 2026

Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence...

Wednesday 15 July 2026

Buima lifts June revenue as battery modules and energy storage demand grows

Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half...

Wednesday 15 July 2026

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...

Wednesday 15 July 2026

Nam Liong posts strong Q2 as high-value materials drive growth

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting...

Wednesday 15 July 2026

Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued...

Wednesday 15 July 2026

AI image sensor chip makers accelerate shift to algorithms, modules

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...

Wednesday 15 July 2026

China's 1H26 IC exports jump 96% on AI hardware demand

China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration...

Wednesday 15 July 2026

Rebound in North American AM market lifts Taiwanese auto parts suppliers

The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...

Wednesday 15 July 2026

Jensen Huang says sovereign AI development tops nuclear weapons

As attention in the tech industry has centered on the US tech giants and TSMC, sovereign AI has emerged as a faster-growing blue ocean for AI infrastructure providers, supply-chain...

Tuesday 14 July 2026

Column: Digital AI and Physical AI follow the same growth logic

At a humanoid robotics summit in Tokyo in May 2026, I saw a consulting firm's global labor automation map for Physical AI. After returning, I recreated the same map using the firm's...

Tuesday 14 July 2026

South Korea exports top US$100B in a month, stoking chip dependence fears

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country...

Tuesday 14 July 2026

Commentary: AI computing power map reshapes ASEAN, with Singapore still central

In the second quarter of 2025, DIGITIMES visited the rapidly expanding Johor-Singapore Special Economic Zone (JS-SEZ) and Wiwynn's massive AI server system integration (SI)...

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