Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 13 August 2026

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...

Thursday 13 August 2026

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture...

Thursday 13 August 2026

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

LG Chem has been selected as a cathode material supplier for HL-GA Battery Company, the US battery manufacturing joint venture between Hyundai Motor Group and LG Energy Solution, according...

Thursday 13 August 2026

Tencent starts paying for AI in cash, core business is covering the bill

Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...

Thursday 13 August 2026

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...

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...

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