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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
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Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency
As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost &...
Thursday 29 October 2026
Samsung targets physical AI as Lee Jae-yong leads robotics push
Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Taiwan central bank head deems AI bubble crash scenario extreme
Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
Microsoft cloud and AI revenue in 1QFY27 surge past expectations, driven by robust Copilot and Azure growth
Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum...
Thursday 29 October 2026
Foxconn Tech Day 2026: Three EV signals to watch
Foxconn Technology Day (HHTD) is set to take place at the Taipei Nangang Exhibition Center on October 30, with "Accelerating Intelligence" as its theme for 2026. While AI infrastructure...
Thursday 29 October 2026
Global Technology's first automotive chip headed for Hyundai, Kia
South Korean chip designer Global Technologies (GT) has secured a place in Hyundai Motor and Kia's supply chain with its first automotive semiconductor product, a smart LED module...
Thursday 29 October 2026
KT turns AI tokens into a telecom utility with 500-model enterprise platform
As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Thursday 29 October 2026
Samsung's Harman expands China plant for ADAS, automotive computing
Samsung Electronics subsidiary Harman International has expanded its manufacturing operations in Suzhou, China, to produce automotive computing platforms and advanced driver assistance...
Thursday 29 October 2026
Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait
Google has retaken first place on a closely watched independent ranking of AI models with Gemini 4 Carbon, its second flagship release in a month. The lead is narrow, though; the model...
Thursday 29 October 2026
Microsoft's cloud growth outpaces infrastructure spending delays
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...
Thursday 29 October 2026
Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI
Lenovo Group announced that its annual global innovation event, Tech World, will return to CES 2027 in Las Vegas, taking place at Sphere as part of the keynote program. The event will...