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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
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...
Thursday 26 February 2026
Nvidia says AI monetization supports sustained CSP capex
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
US tariff ruling sparks transatlantic tensions, European auto industry on edge
After the US Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unconstitutional, President Donald Trump reacted sharply, invoking...
Wednesday 25 February 2026
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...
Wednesday 25 February 2026
Nvidia deploys AI-driven cybersecurity to protect critical infrastructure
Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing...
Wednesday 25 February 2026
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation...