Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Friday 14 November 2025

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...

Thursday 13 November 2025

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion

AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses...

Thursday 13 November 2025

ECE banks on NEV projects for growth amid stable 2025 auto demand

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter...

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

GIS bets on OLED and optics as the display industry shifts to high-end applications

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution...

Thursday 13 November 2025

Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for...

Thursday 13 November 2025

Automotive and sports lightweight demand boosts FCS injection molding shipments

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor,...

Thursday 13 November 2025

Bellwether rides AI server wave to cement high-end connector dominance

As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...

Thursday 13 November 2025

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...

Thursday 13 November 2025

Microsoft speeds up AI chip development with OpenAI IP licensing

Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...

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...

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