Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 15 August 2025

Why Dell and Supermicro are targeted in US AI chip tracking push

US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.

Friday 15 August 2025

DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities

In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip limitations. Founded in Hangzhou in 2023 and backed by hedge...

Friday 15 August 2025

Microsoft, OpenAI push multi-model orchestration despite mixed user feedback

Hybrid AI systems, which automatically switch between multiple AI models based on task requirements, are gaining traction as more AI models become available. Companies such as OpenAI...

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...

Friday 15 August 2025

Thinking Electronic stands to grow in Nvidia's 800V AI server era

As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...

Friday 15 August 2025

Abico Asia posts losses amid US tariffs but eyes growth in robotics and capital markets entries

Amid global market uncertainties, including US tariffs, Abico Asia reported negative profits in the first quarter of 2025 due to valuation losses in its investment portfolio. Despite...

Thursday 14 August 2025

CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'

As South Korean battery manufacturers officially launch mass production plans for lithium iron phosphate (LFP) batteries, Chinese battery companies are already prepared to make significant...

Thursday 14 August 2025

Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

Thursday 14 August 2025

Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Taiwan's automotive aftermarket (AM) suppliers are enjoying record revenues on the back of strong US demand, but the appreciation of...

Thursday 14 August 2025

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...

Thursday 14 August 2025

Samsung aims to meet Tesla's chip packaging demand with new panel-level technology

Samsung Electronics is advancing development of its next-generation System-on-Panel (SoP) packaging technology, aiming to produce modules significantly larger than those possible...

Thursday 14 August 2025

Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics

Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...

Thursday 14 August 2025

Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...

Thursday 14 August 2025

South Korea-Vietnam summit sees Hyundai, SK, and LG boost investment momentum

South Korean President Yoon Suk Yeol and Vietnamese Communist Party General Secretary To Lam recently met in Seoul to strengthen economic ties, aiming to boost trade and investment...

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