Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 25 August 2026

AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way

Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...

Tuesday 25 August 2026

Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up

Intel pitched its next-generation Diamond Rapids Xeon at Hot Chips 2026 as the company bets that agentic AI will increase the role of general-purpose processors in AI infrastructure,...

Tuesday 25 August 2026

Energy law amendments lift AIDC storage demand in Taiwan

AI data centers (AIDCs) will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery...

Tuesday 25 August 2026

China-based Guangyu Xinchen says 3D-stacked edge AI chip has entered mass-production deployment

According to 36Kr, Shanghai Guangyu Xinchen Technology says its TC1000 series of 3D-stacked near-memory-computing AI processors has moved from silicon validation to mass-production...

Tuesday 25 August 2026

Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects

Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...

Tuesday 25 August 2026

Samsung SDI cashes out Samsung Display stake to fund battery expansion

Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

Tuesday 25 August 2026

OpenAI narrows gap as Anthropic's Fable 5 loses enterprise momentum

OpenAI has been gaining ground on Anthropic in enterprise AI spending, while Anthropic's flagship Claude Fable 5 has delivered less market traction than expected. The shift comes as...

Tuesday 25 August 2026

AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

Tuesday 25 August 2026

Toyota and Honda's US manufacturing push could reshape market share, not just tariffs

Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...

Tuesday 25 August 2026

China launches record auto recall over electronic door safety

China has launched its largest-ever auto recall, involving about 4.27 million vehicles over risks tied to electronic door emergency unlocking. The action is led by Tesla and a group...

Tuesday 25 August 2026

Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch

As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the...

Tuesday 25 August 2026

Nvidia Groq 3 LPX enters full production for faster agentic AI inference

Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide...

Tuesday 25 August 2026

SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems...

Tuesday 25 August 2026

Broadcom's debt push signals AI compute is becoming Wall Street asset class

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...

Tuesday 25 August 2026

Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...

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