Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 26 February 2026

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...

Thursday 26 February 2026

Japan's EV market faces a reckoning as Mazda embraces NACS

As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...

Thursday 26 February 2026

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...

Thursday 26 February 2026

Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits

Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...

Thursday 26 February 2026

Gogoro's Vietnam push could reshape regional electric scooter market and supply chains

Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026

Gogoro scales energy network, plans battery retirements and US$32M expansion

Gogoro said it will expand its battery swap network in 2026, retire first-generation batteries, and invest NT$1 billion (approx. US$31.98 million) to add more than 100 swap stations...

Thursday 26 February 2026

Nvidia says space data centers are feasible but uneconomic for now

At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...

Thursday 26 February 2026

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...

Thursday 26 February 2026

Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026

Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...

Thursday 26 February 2026

Coretronic turns a corner as robotics and MEMS units hit profitability

Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics...

Thursday 26 February 2026

Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters

Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...

Thursday 26 February 2026

Analysis: As Stargate stalls, Musk races ahead in AI infrastructure

The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...

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