Global supply chain: Emerging tech, businesses

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Thursday 13 August 2026

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...

Thursday 13 August 2026

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...

Thursday 13 August 2026

Column: Forecasting the planet, one foundation model at a time

Typhoons and extreme heat have dominated headlines since the summer of 2026, while heavy rain and drought have alternated with increasing...

Thursday 13 August 2026

Alphabet's DeepMind shake-up caps months of AI stumbles

Alphabet's decision to shift day-to-day control of Google DeepMind from Demis Hassabis to his deputy, Koray Kavukcuoglu, was not sudden—it capped a difficult year in which Google...

Thursday 13 August 2026

ITTS reports first-half growth as ERP and AI projects gain traction

Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...

Thursday 13 August 2026

Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026

LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia

LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers...

Thursday 13 August 2026

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.

Thursday 13 August 2026

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...

Thursday 13 August 2026

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical...

Thursday 13 August 2026

Nvidia's compute financing push signals a new phase for AI spending

Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...

Thursday 13 August 2026

Sodium batteries get 28-month tax window in China

Chinese authorities have announced that sodium-ion batteries will be exempt from consumption tax from September 2026 through the end...

Thursday 13 August 2026

Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

The Chinese National Federation of Industries (CNFI), a major industrial and manufacturing association in Taiwan, called for the government...

Thursday 13 August 2026

OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory

Intel sees agentic AI changing the balance of AI servers, as CPU orchestration, memory capacity and data movement emerge as performance constraints even when more GPU capacity is a...

Thursday 13 August 2026

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...

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