Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

Tuesday 31 March 2026

China's EVE Energy hits record revenue in 2025, but margins come under pressure

EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...

Tuesday 31 March 2026

Taiwan's auto industry goes digital as chips eclipse carmaking

Taiwan's automotive industry is undergoing a profound transformation, shifting away from traditional mechanical assembly toward what analysts describe as a semiconductor- and ICT-driven...

Tuesday 31 March 2026

AI computing shifts from training to inference; heterogeneous architectures go mainstream

As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...

Tuesday 31 March 2026

OpenClaw signals shift to AI agents and self-evolving models

The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward...

Tuesday 31 March 2026

Apple sustains growth with budget MacBook Neo and OpenClaw craze

Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...

Tuesday 31 March 2026

Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Tuesday 31 March 2026

DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand

On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...

Tuesday 31 March 2026

Apple's removal of vibe coding apps sparks debate over security and competition

Apple has removed and restricted several vibe-coding or AI-driven app development tools from its App Store, escalating tensions with developers over platform rules and the future of...

Tuesday 31 March 2026

BYD faces tougher market with rising sales, falling profits

BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability...

Tuesday 31 March 2026

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...

Tuesday 31 March 2026

Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine

Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...

Tuesday 31 March 2026

Microsoft: AI agents key to easing enterprise capacity and workload pressures

AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous "digital colleagues." Microsoft Taiwan's Vic...

Monday 30 March 2026

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...

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