Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 24 March 2026

Analysis: How Nvidia is reshuffling partners for the inference era

On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU...

Tuesday 24 March 2026

AI boom lifts substrate maker Kinsus as prices and demand rise

Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...

Tuesday 24 March 2026

MediaTek's Airoha takes on US giants in optical comms DSP chip arena

The expansion of AI data centers is creating new business opportunities that are opening the door for upstarts to challenge industry leaders. A prime example is the four-level pulse...

Tuesday 24 March 2026

China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance

Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...

Tuesday 24 March 2026

OpenClaw lands in WeChat, signaling a new era of AI agents in messaging

Tencent has officially launched ClawBot, a plugin that integrates the popular open-source AI agent framework OpenClaw into its flagship messaging platform, WeChat, marking a significant...

Tuesday 24 March 2026

Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking...

Tuesday 24 March 2026

Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets

Excellence Optoelectronics (EOI) is preparing for volume production to begin in July at its soon-to-be-completed Phase 1 plant in Mexico, aiming for an 80% utilization rate by year-end...

Tuesday 24 March 2026

Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains

The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...

Tuesday 24 March 2026

TSMC's Wei draws battle lines between US AI and China's hardware in robotics race

TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize...

Tuesday 24 March 2026

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

Tuesday 24 March 2026

Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap

Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation...

Tuesday 24 March 2026

Crude oil price rise ripples through automotive supply chain, squeezing parts makers

Global crude oil prices have swung higher in recent weeks, sending ripples through energy markets that are now coursing swiftly into downstream manufacturing. Few sectors have felt...

Tuesday 24 March 2026

Small nations face structural limits in AI sovereignty, Swiss expert says

As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...

Tuesday 24 March 2026

Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC

Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...

Tuesday 24 March 2026

The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race

Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...

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