Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Monday 24 August 2026

AI compute race heads toward space as MediaTek executive says 1 million H100s will be mid-tier by 2030

Speaking at DIGITIMES' "AI on Chips: Semiconductor Industry Outlook Forum," MediaTek senior director Bor-Sung Liang said AI development is shifting from individual large language models...

Monday 24 August 2026

AMRA expands robot testing standard to cover legged systems

The Autonomous Mobile Robot Alliance (AMRA), formed by Taiwan's Industrial Technology Research Institute and industry, academia, and research partners, has released a new standard...

Monday 24 August 2026

AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26

The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability...

Monday 24 August 2026

Taiwan lifts 2027 tech budget, studies new TTA site in BSTP

Taiwan's Executive Yuan approved a larger 2027 technology budget of NT$229.2 billion (approx. US$7.2 billion), an increase of NT$25.9 billion from 2026, as the government also raised...

Monday 24 August 2026

Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

Humanoid robots have entered a clear new phase since agentic AI emerged in 2025, with DIGITIMES analyst Zouhao Shen saying the category...

Monday 24 August 2026

Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...

Monday 24 August 2026

CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst

Challenges around co-packaged optics (CPO) remain unresolved, but they have not slowed the rapid rise of 800G and 1.6T silicon photonics, DIGITIMES analyst Kiwi Hsu said on August...

Saturday 22 August 2026

Automation Taipei 2026: If AI is advancing so fast, why is the factory floor still so hard to automate?

For all the extraordinary progress made by artificial intelligence, the physical world remains stubbornly difficult to automate.

Saturday 22 August 2026

Interview: Arbe Robotics on why radar is needed for autonomous driving and beyond

Autonomous driving technology is maturing, and a future in which cars entirely drive themselves is quickly approaching in the rearview mirror. Yet safety and trust remain crucial barriers...

Saturday 22 August 2026

Column: Lessons in supply chain resilience from China Huadian's power-compute coordination model

As AI develops rapidly, data centers are driving equally rapid growth in electricity demand. The stability of future energy supplies will directly determine whether AI computing capacity...

Friday 21 August 2026

DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico

Taiwanese automation integrator DS Technology is shifting more of its highly customized robotic automation work toward standardized,...

Friday 21 August 2026

Vecow eyes robotics growth as North America, EMEA account for 65% of business

Taiwan industrial computer supplier Vecow is stepping up its push into robotics and edge AI, with North America and Europe, the Middle East and Africa (EMEA) together accounting for...

Friday 21 August 2026

Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth

As the first publicly listed humanoid robot company, Ubtech Robotics is often referred to in China as the sector's "first humanoid robot...

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...

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