Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 23 July 2026

Fitch sees AI investment momentum holding, with no signs of supply downturn

Fitch Ratings has adjusted its Taiwan GDP growth forecasts for 2026 and 2027 to 9.4% and 4.8% respectively, up from its earlier estimates...

Thursday 23 July 2026

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026

USPACE says AI cut customer service workload by 30% across Taiwan operations

USPACE said on July 21 that it used AI to reduce the workload of a 10-person customer service team by the equivalent of three employees, or 30%, as the Taiwan-based parking and mobility...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron chairman says US manufacturing is unavoidable

Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

01.AI targets Hong Kong IPO in 2027 with enterprise AI pivot

01.AI, the Chinese startup founded by former Google Greater China chief Lee Kai-fu, said it is aiming for a Hong Kong initial public offering in 2027 after restructuring its offshore...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

Thursday 23 July 2026

Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US

Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...

Thursday 23 July 2026

Tesla 2Q26: Record deliveries mask 1.4% operating margin as robotaxi and Optimus bets mount

Tesla posted its strongest-ever second quarter for vehicle sales in results released after the US market close on July 22, but a razor-thin operating margin and a sharp swing to negative...

Thursday 23 July 2026

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...

Thursday 23 July 2026

AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon

Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...

Thursday 23 July 2026

Meta's rumored 'Switchboard' router signals a broader industry pivot from raw model power to cost-aware orchestration

Meta Platforms is prototyping an internal AI model router that would steer easy tasks to cheaper models, a move that places the world's largest social-media company inside a fast-growing...

Thursday 23 July 2026

Mobileye expands Stellantis partnership with cloud-enhanced ADAS for future vehicles

Mobileye said in a press release on July 21 that its cloud-enhanced advanced driver assistance system (ADAS) technology will be integrated into select future Stellantis vehicles launching...

Thursday 23 July 2026

Xpeng shifts toward Physical AI with robotaxi, robot, flying car

Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three...

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