Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 20 March 2026

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Thursday 19 March 2026

Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan

Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...

Thursday 19 March 2026

Analysis: GTC 2026 widens US-China AI compute gap

The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...

Thursday 19 March 2026

Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...

Thursday 19 March 2026

Taiwan turns to Stargate playbook: private capital powers AI infrastructure

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...

Thursday 19 March 2026

Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers

Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric...

Thursday 19 March 2026

Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...

Thursday 19 March 2026

Meta's AI agent goes rogue, triggers data breach from within

A rogue AI agent at Meta triggered an internal security breach, exposing sensitive company and user data to unauthorized employees, according to The Information. The exposure...

Thursday 19 March 2026

US reveals Tesla battery deal with LG, lifting veil on supply chain

US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...

Thursday 19 March 2026

AI and memory drive semiconductor output to surpass US$1 trillion in 2026

The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...

Thursday 19 March 2026

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...

Thursday 19 March 2026

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...

Thursday 19 March 2026

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

Thursday 19 March 2026

Strong quarter for Jabil fueled by smart infrastructure and automotive demand

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...

Thursday 19 March 2026

Column: OpenClaw pulls AI from cloud to the edge

OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.

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