Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 4 February 2026

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...

Wednesday 4 February 2026

NXP abandons low-margin bets to chase the software-defined car

In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....

Wednesday 4 February 2026

AMD delivered the numbers—just not the surprise the AI market wanted

Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...

Wednesday 4 February 2026

Alibaba's Quark glasses escalate China's push against Meta and Samsung

Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step...

Wednesday 4 February 2026

Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage

Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...

Wednesday 4 February 2026

Taiwan-US sign Pax Silica Declaration to boost trusted AI and advanced robotics

The sixth US-Taiwan Economic Prosperity Partnership Dialogue (EPPD) recently concluded with the signing of a joint statement on the Pax Silica Declaration and US-Taiwan Cooperation...

Wednesday 4 February 2026

Aito's surge lifts Seres to front of China's EV race

After Huawei transferred the "Aito" brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly...

Wednesday 4 February 2026

PC price hikes in 2026 challenge IC design houses to rely on spec upgrades

Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...

Wednesday 4 February 2026

China leads the humanoid robot supply chain, with 2026 sales forecast to jump

Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...

Wednesday 4 February 2026

Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision

Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology...

Wednesday 4 February 2026

South Korean startup Mippia tackles music copyright and plagiarism risks in AI

As generative AI enters the creative process and music material becomes easier to use, the music industry faces escalating copyright and plagiarism challenges. South Korean startup...

Tuesday 3 February 2026

Nvidia CEO to attend Dassault Systèmes and Cisco summits

Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...

Tuesday 3 February 2026

Moltbook experiment reignites debate over networked AI agents in 2026

As the technology sector looks ahead in 2026 with expectations that AI agents will unlock new enterprise productivity gains, an experimental platform called Moltbook has drawn global...

Tuesday 3 February 2026

Liquid cooling's next frontier: Data centers rethink heat management

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

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