Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 3 February 2026

China bans hidden EV door handles, forcing industry-wide redesigns

China has stepped up electric vehicle safety regulation, with the Ministry of Industry and Information Technology approving a new mandatory...

Tuesday 3 February 2026

Apple deepens AI-hardware integration with Q.ai acquisition

Apple has taken a significant step in the intensifying AI competition with Meta Platforms and Alphabet by acquiring Israeli startup Q.ai, a move that underscores its effort to rebuild...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan

Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening...

Tuesday 3 February 2026

China's AI competition heats up: ByteDance and Alibaba ready new flagship models

ByteDance and Alibaba are intensifying their battle for AI dominance in China with planned releases of new flagship models around the 2026 Lunar New Year. This competition marks one...

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026

NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations

NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...

Tuesday 3 February 2026

Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns

Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...

Tuesday 3 February 2026

Generative AI drives transformation at Asia Pacific Game Summit 2026

The Asia Pacific Game Summit (APGS) 2026, held alongside the Taipei Game Show, highlighted a significant shift in the gaming industry fueled by generative AI. Industry leaders noted...

Tuesday 3 February 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...

Tuesday 3 February 2026

SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative

SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Analysis: China's AI model race tightens into a three-way contest

China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...

Monday 2 February 2026

Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase

Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...

Monday 2 February 2026

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...

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