Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 21 August 2026

Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth

Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...

Friday 21 August 2026

Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM

Cambricon Technologies chairman and president Chen Tian-shi said the company's sixth-generation AI processor and instruction set remain under development, with the next-generation...

Friday 21 August 2026

Taiwan automation shifts from hardware specs to AI platforms and open robot architectures

Taiwan's automation industry is moving beyond the traditional race over robot-arm payload, servo precision, and sensor resolution. At the 2026 Automation Taipei and Taiwan Automation...

Friday 21 August 2026

Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES in Taipei on August 20, semiconductor, investment, and...

Friday 21 August 2026

AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES, industry experts highlighted that the massive volume of tokens consumed by AI services has become a growing...

Friday 21 August 2026

Analyst: 2028 key year for optical interconnects in AI racks

Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...

Friday 21 August 2026

HP Korea localizes AI strategy with Upstage in healthcare, finance

HP Korea is sharpening its localized AI strategy through a partnership with large language model (LLM) startup Upstage, and has already moved into AI transformation (AX), eyeing demand...

Friday 21 August 2026

Chinese robots pivot to AI models as Unitree, UBTECH shift hardware focus to "brains"

The battlefield for Chinese humanoid robotics is shifting from motors, joints, and mechanical structures toward AI large models. As embodied...

Friday 21 August 2026

Anthropic venture acquires Casper Studios to expand enterprise AI services

Ode with Anthropic, an Anthropic venture arm, said it has acquired Casper Studios, a move that expands its enterprise artificial intelligence services as companies worldwide look for...

Friday 21 August 2026

China's new solid-state battery standards could reshape the industry

China has introduced the world's first national standards for automotive solid-state batteries, setting off market speculation that most of the country's more than 320 players may...

Friday 21 August 2026

800VDC adoption in AI data centers is set to reshape power chip demand

A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors...

Friday 21 August 2026

TIER IV and Renesas team up on open AI-native computing platform for autonomous vehicles

A new collaboration between TIER IV and Renesas could shape how self-driving and software-defined vehicles are built worldwide, as automakers seek more flexible platforms for AI-driven...

Friday 21 August 2026

Stripe weighs US$7 billion OpenRouter deal to expand AI model routing

Stripe is in acquisition talks to buy AI startup OpenRouter for more than US$7 billion, according to reporting by Bloomberg and Axios. The price would be more than...

Friday 21 August 2026

Alibaba’s 45% AI cloud jump masked by 75% capex surge and margin squeeze

Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...

Friday 21 August 2026

Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter

Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...

1/1223 pages