Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 26 May 2026

China pushes homegrown AI stack with local chips, LLMs

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National...

Tuesday 26 May 2026

Holy Stone Enterprise says AI power surge will deepen global MLCC shortages

Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...

Tuesday 26 May 2026

Lightmatter joins TSMC on COUPE for 3D optical engines

AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...

Tuesday 26 May 2026

NTT updates tsuzumi 2 to read charts and boost numerical reasoning

NTT updated its lightweight Japanese large language model, tsuzumi 2, to better understand charts, graphs, and other visuals in business documents, thereby strengthening numerical...

Tuesday 26 May 2026

Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers

J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock...

Tuesday 26 May 2026

Inside China's humanoid robot boom: Price war, fractured supply chains

China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across...

Tuesday 26 May 2026

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Tuesday 26 May 2026

Japan's carmakers stopped fighting Chinese EVs — and started copying them

As China's auto market races deeper into the electric-vehicle era, Japanese automakers that once dominated the country through powerful joint ventures are beginning to show signs of...

Monday 25 May 2026

Beyond Silicon Valley: Lam Capital's startup contest goes global

Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup...

Monday 25 May 2026

BYD and Chery lead China's advance into Europe's EV market

Chinese automakers are rapidly gaining ground in Europe's electric-vehicle market, underscoring a transformation from low-cost challengers into formidable global competitors.

Monday 25 May 2026

Physical AI boosts edge demand, lifting IPC order visibility

According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...

Monday 25 May 2026

CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world's largest maker of electric-vehicle...

Monday 25 May 2026

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...

Monday 25 May 2026

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI...

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