Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 11 August 2026

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...

Tuesday 11 August 2026

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026

Nvidia taps Wall Street for US$500B AI infrastructure financing network

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party...

Tuesday 11 August 2026

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026

YAGEO, Walsin post record July sales as AI demand lifts passive components

YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...

Tuesday 11 August 2026

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...

Tuesday 11 August 2026

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several...

Tuesday 11 August 2026

Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold

Power Win Taiwan, Taiwan's largest waste battery processor, is seeing strong growth as rising electric vehicle adoption boosts demand...

Tuesday 11 August 2026

Google's Gemini delay puts pressure on its AI leadership

Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated...

Tuesday 11 August 2026

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...

Tuesday 11 August 2026

Analysis: Google's AI shake-up shifts power from star scientists to managers

Google has carried out its biggest artificial intelligence (AI) reorganization since merging Google Brain and DeepMind in 2023, putting Sundar Pichai and Koray Kavukcuoglu at the center...

Tuesday 11 August 2026

Weak China auto demand sends parts maker Hiroca deeper into North America, Japan

Hiroca Holdings reported consolidated revenue of NT$370 million (approx. US$11.5 million) for July, down 17.2% from the previous month and 16.7% from a year earlier. Consolidated revenue...

Tuesday 11 August 2026

Trusval posts record profit on semiconductor fab and memory project demand

Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity...

Tuesday 11 August 2026

Meta bets open, on-device model can win AI power struggle

Meta Platforms is trying to turn open-source AI into a strategic weapon rather than a side project. On August 10, the company released Muse Glimmer, a 30-billion-parameter open-weights...

Tuesday 11 August 2026

Asus posts record July revenue on strong AI server demand

Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...

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