Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 13 August 2026

Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

Thursday 13 August 2026

Pegatron profit surges on AI server shipments and stronger product mix

Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...

Thursday 13 August 2026

Asus raises server outlook as AI demand lifts record second quarter results

Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...

Thursday 13 August 2026

Asus projects up to 150% server growth as AI demand lifts results

Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...

Thursday 13 August 2026

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

SK hynix said it is advancing its use of extreme ultraviolet (EUV) lithography for the mass production of next-generation DRAM, with high-numerical-aperture (High-NA) EUV equipment...

Thursday 13 August 2026

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its...

Thursday 13 August 2026

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...

Thursday 13 August 2026

Pegatron sees 2026 server growth beat expectations

Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...

Thursday 13 August 2026

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...

Thursday 13 August 2026

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture...

Thursday 13 August 2026

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

LG Chem has been selected as a cathode material supplier for HL-GA Battery Company, the US battery manufacturing joint venture between Hyundai Motor Group and LG Energy Solution, according...

Thursday 13 August 2026

Tencent starts paying for AI in cash, core business is covering the bill

Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...

Thursday 13 August 2026

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...

Thursday 13 August 2026

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...

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