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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Tuesday 22 July 2025
Tenstorrent pushes RISC-V into AI's fast lane with open chiplet strategy
The rise of AI and high-performance computing (HPC) is accelerating the adoption of RISC-V, the open-source instruction set architecture that is reshaping the global semiconductor...
Monday 21 July 2025
Uncertainty over US-Taiwan auto tariffs chills car sales and delays supply chain projects
As of July 18, 2025, negotiations between Taiwan and the United States over automotive tariffs remain unresolved, leaving consumers hesitant and domestic automakers largely immobilized...
Monday 21 July 2025
South Korea's US$2.15 billion bet on humanoid robots gains MIT-Naver partnership
South Korea's Naver Corporation is teaming up with the Massachusetts Institute of Technology (MIT) to develop a bipedal humanoid robot, highlighting the nation's accelerating push...
Monday 21 July 2025
Rising US production demands spur growth for Taiwanese auto parts firms
US President Donald Trump continues to emphasize his "Made in America" agenda, demanding that US automakers manufacture vehicles — and their components — entirely within...
Monday 21 July 2025
Unitree files for IPO as JD.com doubles down on embodied AI — market reacts
Unitree Robotics, a Hangzhou-based developer of quadruped and humanoid robots, has filed for IPO counseling with the Hangzhou office of China's securities regulator as of July 18,...
Monday 21 July 2025
Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
Monday 21 July 2025
Is computing the wrong focus? Lightmatter's 3D photonics tackles AI's data bottleneck
As AI workloads hit data movement bottlenecks, MIT spinoff Lightmatter is betting that photonics, not more transistors, holds the key to next-generation infrastructure. After years...
Monday 21 July 2025
Nvidia CEO Jensen Huang highlights China's unique role in AI innovation and tech ecosystem
Nvidia founder and CEO Jensen Huang recently visited China, and in a one-on-one interview with CCTV, he highlighted the uniqueness and significance of the Chinese AI market...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Million-unit AI robot army no longer a dream: Analyzing Foxconn's three-pronged strategy
TSMC chairman C.C. Wei recently revealed that major US tech clients anticipate the business potential of humanoid robots to be more than ten times that of electric vehicles (EVs)...
Monday 21 July 2025
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure,...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...