Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 8 October 2025

Taiwan bets on XR wearables and AI twins to revive struggling panel industry

Taiwan's semiconductor and panel industries were once two of the government-favored sectors with technological advantages. However, China's rapid rise in the panel industry, driven...

Wednesday 8 October 2025

ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push

Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...

Wednesday 8 October 2025

Taiwan car market rebounds by 9.4% in September, in anticipation of year-end boom

New car registrations in Taiwan surged in September 2025, driven by the government's revised vehicle tax reduction policy and intensified brand promotions. With 32,228 new vehicles...

Wednesday 8 October 2025

Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26

OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...

Wednesday 8 October 2025

Commentary: The rising concerns surrounding AMD's alliance with OpenAI

AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...

Wednesday 8 October 2025

Taiwan IPC US expansion to strengthen edge AI supply chain

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...

Wednesday 8 October 2025

OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion

OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...

Wednesday 8 October 2025

Tesla rolls out stripped-down Models to tackle US sales slump, but innovation remains elusive

In response to reduced U.S. electric vehicle incentives, Tesla has released more budget-friendly versions of its two most popular models...

Wednesday 8 October 2025

Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion

Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according...

Wednesday 8 October 2025

FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips

On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...

Wednesday 8 October 2025

With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025

Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Taiwanese electronic materials supplier Ample Electronic posted record-high revenue in September 2025, marking its 29th consecutive month...

Wednesday 8 October 2025

Vibe coding sparks debate over AI-driven programming risks and expertise in Taiwan

Since 2025, the term "vibe coding" has gained traction as a conversational AI-driven programming method, allowing developers to generate code through dialogue with large language...

Wednesday 8 October 2025

Shenzhen Int'l Auto Show signals China's shift to NEVs

The Shenzhen International Auto Show, held in early October 2025, brought together over 700 exhibitors across 80,000 square meters of exhibition space. The show focused on new energy...

Wednesday 8 October 2025

GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...

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