Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch
Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.
LG-Nvidia physical AI partnership speeds up as robotics chief reportedly heads to South Korea
Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia’s senior director of product marketing for Omniverse and robotics, is reportedly preparing to visit South Korea and head directly to one of LG’s key robotics R&D sites.
Giant warns rising bicycle parts costs will pressure margins
Giant said rising raw material prices and price hikes for components from Japanese supplier Shimano, starting from August 2026, will add cost pressure, prompting the bike maker to raise prices on new products to offset the impact. Even so, the company said short-term gross margins are unlikely to hold at prior levels.
China’s Vertilite commits US$741M to InP laser chips for AI optical interconnects
Nvidia closing in on US$100B credit guarantee deal for OpenAI’s Ohio data center
AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking?
LG, Nvidia step up humanoid push with robot data factory
Nvidia’s Madison Huang is set to visit LG Electronics’ Yangjae R&D campus in Seoul on August 18 to inspect the company’s robot data factory and hold closed-door talks with senior LG executives on robotics cooperation, according to Yonhap and Chosun Biz.