Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026

Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors

Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...

Thursday 5 March 2026

AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Thursday 5 March 2026

Broadcom says five AI chip partners are ramping, OpenAI slated for 2027

Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...

Thursday 5 March 2026

Egis showcases satellite and drone integration at MWC 2026

Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and...

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...

Wednesday 4 March 2026

Chunghwa Precision Test Tech posts record February revenue despite seasonal dip

Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...

Wednesday 4 March 2026

AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and...

Wednesday 4 March 2026

Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...

Wednesday 4 March 2026

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition...

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...

Wednesday 4 March 2026

Mitac expands US server capacity, eyes growth in 2026

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...

Wednesday 4 March 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...

Wednesday 4 March 2026

BYD sales surpass Tesla in 20 countries with vertical integration and local production

Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...

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