Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 11 September 2026

Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000

Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the industry's path to scale may depend as much on lowering the cost of experimentation as...

Friday 11 September 2026

Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026

Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Friday 11 September 2026

AI server tracker: Taiwan's August filings say demand is still accelerating

The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...

Friday 11 September 2026

iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

Friday 11 September 2026

Taiwan startup taps CMOS infrared chips to give robots an electronic 'nose'

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics...

Friday 11 September 2026

More memory won't fix AI's bottleneck, says Microsoft's Azure hardware chief

Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...

Thursday 10 September 2026

Meta loses key AI researcher after billion-dollar hiring push

Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers...

Thursday 10 September 2026

Taiwan EV charging operators face profit squeeze despite rapid network expansion

Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended...

Thursday 10 September 2026

MicroIP lands NT$630 million AI smart-building contract in northern Taiwan

MicroIP said on Sept. 10 that it secured a systems integration contract worth about NT$630 million for a major AI smart residential project in northern Taiwan. The agreement is expected...

Thursday 10 September 2026

STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%

STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic...

Thursday 10 September 2026

US Justice Department probes Nvidia-Groq deal over antitrust concerns

The US Department of Justice has opened a probe into Nvidia's deal with AI chip startup Groq, according to reports from The New York Times and Reuters. Regulators are examining...

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

Jeter August revenue rises on AI server shipments

Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...

Thursday 10 September 2026

Gem Terminal rides China plug rule shift for 8.8% sales growth

Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements...

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