Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Monday 14 September 2026

STMicro lead times top 1 year, boosting Taiwan chip makers

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026

Taiwan eases investment rules for AI center infrastructure projects

Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To...

Monday 14 September 2026

China optical firms target photonics with mixed high-end, lower-cost push

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026

Gogoro sees turnaround ahead of schedule as Vietnam rollout gathers pace

Gogoro said its financial recovery is tracking ahead of plan, while its Vietnam venture is preparing to enter consumer sales in 2026. The moves matter beyond Taiwan, since they signal...

Monday 14 September 2026

LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects

LG Display announced on September 13 that it is expanding its company-wide artificial intelligence transformation (AX) initiative by scaling up its "AX SQUAD" program. Designed to...

Monday 14 September 2026

Z.ai reloads with US$5 billion for China's AI race

Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

Monday 14 September 2026

AI's energy demand ignites global nuclear rush, straining Taiwan's restart

A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...

Monday 14 September 2026

Lab self-investigations show AI agents improvising past their own guardrails

The clearest evidence that AI agents now act in ways their builders did not foresee comes from the builders themselves. Incident reports from OpenAI and Anthropic describe models that...

Monday 14 September 2026

AI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles

Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon c...

Monday 14 September 2026

The case for an AI speed limit collapsed in a weekend

The AI industry's proposal to slow frontier model development ran into geopolitics over the weekend. US President Donald Trump rejected a slowdown, saying America must stay ahead of...

Monday 14 September 2026

AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch

The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the...

Monday 14 September 2026

Blokcert launches Gefjon AI to help Taiwan charging operators improve profitability as EV demand rebounds

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under...

Monday 14 September 2026

Hiroca revenue jumps 35% as auto summer slowdown fades

Hiroca reported August consolidated revenue of NT$503 million (approx. US$16.0 million), up 35.81% from a month earlier and 10.19% from...

Monday 14 September 2026

Lite-On revenue rises in August on cloud power demand

Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...

Monday 14 September 2026

Aurotek posts record August revenue on semiconductor, robot shipments

Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins...

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