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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
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)...
Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Gogolook revenue jumps 36% in June to record high
Trust technology company Gogolook reported June 2026 consolidated revenue of NT$110 million (approx. US$3.43 million), up 36.5% from a year earlier. Consolidated revenue for the second...
Tuesday 14 July 2026
Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization...

Tuesday 14 July 2026
AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...
Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

Tuesday 14 July 2026
Innolux 1H26 revenue hits 5-year high on auto, advanced packaging
Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25%...
Tuesday 14 July 2026
Iron Force revenue rises in June as auto stability and AI cooling drive growth
Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business...
Tuesday 14 July 2026
Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag
Volkswagen Group is advancing a broad 2030 restructuring focused on simplifying products, reducing capacity and changing governance, while unresolved issues such as plant closures...
Tuesday 14 July 2026
Aurotek posts record first-half revenue on semiconductor automation demand
Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation...
Tuesday 14 July 2026
Analysis: Why Meta's AI strategy sparked a market misread

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as...