Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Monday 13 July 2026

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...

Monday 13 July 2026

TSMC June 2026 revenue surges 68% as AI demand continues to fuel growth

TSMC reported another month of strong revenue growth, underscoring continued demand for advanced chips used in AI applications. According to the company's June revenue report, consolidated...

Monday 13 July 2026

China's 2030 target for 30% NEV adoption raises the stakes for foreign automakers

China is tying its climate agenda more closely to industrial policy. The State Council's newly released Action Plan for Carbon Peaking...

Monday 13 July 2026

Aker rides on auto and industrial demand for quartz shipments

Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments...

Monday 13 July 2026

Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

Tencent is in talks to become the largest shareholder in Manus, leading a proposed buyback of the AI agent startup after Chinese regulators...

Monday 13 July 2026

MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai

Chinese artificial-intelligence developer MiniMax is raising HK$16 billion (approx. US$2.04 billion) through a share placement and convertible bonds to accelerate spending on AI infrastructure...

Monday 13 July 2026

Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at...

Monday 13 July 2026

China's Nvidia H200 pivot reveals why CUDA still rules AI

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek...

Monday 13 July 2026

Europe, UK, and US financial sectors respond differently as advanced AI reshapes industry and regulation

Advanced artificial intelligence (AI) is becoming a growing focus for financial regulators and technology companies across Europe, the UK, and the US, with authorities placing increasing...

Monday 13 July 2026

Sitronix sees zero-capacitance TDDI and automotive DDI drive growth

Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker...

Monday 13 July 2026

AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...

Monday 13 July 2026

Global defense boom unlocks new paths for automakers

The rise in global defense budgets has led to new opportunities for mainstream automakers as they seek to diversify their operations,...

Monday 13 July 2026

SK Hynix hybrid bonding push signals next phase of HBM packaging race

SK Hynix is moving early to prepare hybrid bonding technology for next-generation high-bandwidth memory (HBM), as competition in AI memory shifts from stacking capacity toward packaging...

Monday 13 July 2026

AI shifts toward 'slow thinking' as agent era approaches, says Google DeepMind's VP of research

Ed Chi, vice president of research at Google DeepMind, said AI's next milestone will be its evolution from the fast, pattern-recognition-oriented thinking associated with System 1...

Monday 13 July 2026

Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...

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