Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 13 November 2025

Toyota confirms major US expansion, one month after Trump's announcement

Toyota Motor Corporation announced plans to invest up to US$10 billion in the US over the next five years, signaling a major expansion...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...

Thursday 13 November 2025

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

Thursday 13 November 2025

Anthropic announces US$50 billion investment in US data center infrastructure

Anthropic plans to invest US$50 billion in American computing infrastructure, constructing data centers in Texas and New York with additional sites planned. The project is expected...

Thursday 13 November 2025

Rebellions expands US presence with Silicon Valley hires, launches North America entity

South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...

Thursday 13 November 2025

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...

Thursday 13 November 2025

Huawei's new wave of inventions hints at a rewired future for AI computing

Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...

Thursday 13 November 2025

China's rare earth curbs hinder Hyundai Motor's early development

Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare...

Thursday 13 November 2025

Tesla seeks South Korea partnerships to launch battery production plan

Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...

Thursday 13 November 2025

Huawei converts R&D might into patent power and AI momentum

Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...

Thursday 13 November 2025

Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

Thursday 13 November 2025

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...

Thursday 13 November 2025

Elon Musk's secret fab plan: new US chip plant targets 2026 ramp

Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...

Thursday 13 November 2025

Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026

Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...

Thursday 13 November 2025

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...

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