Global supply chain: Emerging markets

Emerging market trends

IN THE NEWS

Tuesday 21 July 2026

Middlemen emerge as ASEAN's No. 2 AI compute buyers

In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...

Tuesday 21 July 2026

India joins private-launch club as low-Earth-orbit race widens beyond the US and China

India now has a homegrown, privately built ticket to orbit, and its arrival lands squarely in the middle of a low-Earth-orbit (LEO) contest that until recently was framed as a two-power...

Tuesday 21 July 2026

India's smartphone shipments fall as memory costs bite

India's smartphone market was hit by a sharp second-quarter decline that may matter well beyond the country's borders, as higher component...

Tuesday 21 July 2026

Seoul Semiconductor weighs India LED plant to tap ISM 2.0 incentives

South Korea's Seoul Semiconductor, one of the world's largest optoelectronics makers, is assessing plans to build a manufacturing plant in India and is in early talks with several...

Monday 20 July 2026

TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

TSMC's ability to attract talent extends beyond Taiwan to the US, as its additional US$100 billion investment in Arizona for advanced manufacturing facilities is expected to further...

Monday 20 July 2026

Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets

As AI moves from experimentation to deployment, enterprises in Singapore and across ASEAN are shifting their focus from cloud adoption to multicloud integration, cybersecurity, and...

Monday 20 July 2026

Cloud competition in SEA shifts toward AI, sovereignty, and cost

Singapore's relatively neutral stance on cloud adoption is helping make performance, compliance, and value the main factors in global...

Monday 20 July 2026

India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly

India is broadening its technology strategy from attracting chip factories to building semiconductor equipment, materials, AI capabilities, supply chains and trade partnerships as...

Saturday 18 July 2026

LG bets on India as its biggest AC base, as its third plant runs ahead of schedule

LG Electronics is on course to bring its third Indian plant online earlier than planned, a step that would make India the company's single largest air-conditioner production base and...

Friday 17 July 2026

Tata's India chip debut reportedly to lean on 90nm, a humbler start than its 28nm pledge

India's first large-scale wafer fab will begin production on decades-old 90nm technology rather than the 28nm node the Tata group publicly touted, a step that underscores how far the...

Thursday 16 July 2026

India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much...

Wednesday 15 July 2026

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

The Comprehensive Economic and Trade Agreement (CETA) between India and the UK came into force on July 15, 2026. While the immediate...

Wednesday 15 July 2026

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

Taiwanese outbound investment rose more than 50% over the past five years, with manufacturers directing a growing share of capital toward the United States and ASEAN as global supply...

Wednesday 15 July 2026

Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

Google used its I/O Connect India 2026 developer event in Bengaluru on July 14 to reframe its India strategy around getting artificial...

Wednesday 15 July 2026

India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty

India's antitrust regulator has penalized HP India and 16 of its resellers for rigging bids in the sale of printer consumables, in one of two orders that together impose the country's...

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