Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 13 May 2026

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

Wednesday 13 May 2026

SMIC lands nearly US$6bn mega deal to deepen China AI push

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...

Wednesday 13 May 2026

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...

Wednesday 13 May 2026

Taiwan to set up US industrial parks as bilateral ties deepen

The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could...

Wednesday 13 May 2026

Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

French silicon-based quantum computing pioneer Quobly and Hon Hai Research Institute (HHRI) on Tuesday announced the release of a jointly...

Wednesday 13 May 2026

Tesla Semi nears mass production with US-made 4680 battery and 1.2 MW charging

Tesla's Electric Semi Truck (Tesla Semi) has revealed production specifications and a US-made 4680 lithium battery breakthrough, according...

Wednesday 13 May 2026

Indian firms step up EV battery development amid China technology concerns

Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.

Wednesday 13 May 2026

Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a...

Wednesday 13 May 2026

Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals

Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...

Wednesday 13 May 2026

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026

BTL Group ramps AI server testing as orders extend through September

BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...

Tuesday 12 May 2026

AI drives IC price hikes, lifts China chip exports 83.7% in April

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...

Tuesday 12 May 2026

Trade talks to test US-China leverage on rare earths, tariffs, and AI

US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...

Tuesday 12 May 2026

China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

Tuesday 12 May 2026

Kuaishou targets US$20B Kling AI spin-off to tap video generation demand

Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...

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