Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 8 May 2026

Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

Friday 8 May 2026

Novatek raises margin outlook on stronger product mix and early shipments

Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...

Friday 8 May 2026

Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

Friday 8 May 2026

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region,...

Friday 8 May 2026

Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP

Foxconn announced a strategic partnership with ElectroMobility Poland S.A. (EMP), a Polish state-owned enterprise, to jointly evaluate building an electric vehicle manufacturing and...

Friday 8 May 2026

Shenmao rides the AI infrastructure boom to record revenue growth

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...

Friday 8 May 2026

Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march

Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...

Friday 8 May 2026

Google launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables

Google has unveiled the Fitbit Air, a screenless wrist-worn health tracker positioned as the most affordable and lightweight device in the Fitbit lineup, available for pre-order at...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...

Friday 8 May 2026

Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues

Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...

Friday 8 May 2026

Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Friday 8 May 2026

Power Win builds lithium battery circular economy with SEA push

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals...

Friday 8 May 2026

PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following...

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