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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Thursday 27 August 2026
Nvidia's second quarter shows demand intact and the cash cycle stretching
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Thursday 27 August 2026
Nvidia says AI labs it is helping to finance will be about a quarter of next year's business
Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...
Thursday 27 August 2026
Nvidia's answer to custom silicon is the half of the market that will never build any
The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment...
Thursday 27 August 2026
Nvidia caps its own growth at 70% because that is all the supply it can secure
Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...
Wednesday 26 August 2026
TSMC packaging shift could boost AMD CoWoS share and trim Nvidia's allocation
Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...
Wednesday 26 August 2026
Southeast Asia mobility shifts put GATE 2026 in focus
The 2026 Global Automotive and Technology Expo (GATE 2026) will take place August 26-28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur, as Southeast...
Wednesday 26 August 2026
Malaysia mobility sector embraces Chinese firms as investment catalyst

Malaysia's mobility industry is welcoming a larger role for Chinese automakers, with investment, technology exchange and supplier development emerging as key themes at...

Wednesday 26 August 2026
Foxconn shifts China manufacturing from expansion to upgrade
Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...
Wednesday 26 August 2026
Driving the future: Malaysia's strategic automotive evolution at GATE 2026
The Global Automotive and Technology Expo 2026 (GATE 2026) officially opened on August 26, spotlighting efforts to deepen Malaysia's local supply chain, accelerate technology adoption...
Wednesday 26 August 2026
GATE 2026 opens with Sino-ASEAN auto cooperation in focus
The Global Automotive and Technology Expo 2026 (GATE 2026) officially opened on August 26, spotlighting efforts to deepen Malaysia's local supply chain, accelerate technology adoption...
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
Wednesday 26 August 2026
Deloitte Taiwan sees slow physical AI adoption despite high expectations
Deloitte Taiwan said global companies are rushing to discuss physical AI, but only a small share have embedded it into day-to-day operations, highlighting a widening gap between ambition...
Wednesday 26 August 2026
Data center leader leaves OpenAI, latest in wave of high-level departures
A key figure responsible for OpenAI's data center plans left the company last week, the latest in a string of departures just as it invests heavily in its AI infrastructure build-out...
Wednesday 26 August 2026
Cook's parting shot: Apple takes AI compute out of data centers
Apple took pre-orders on August 25 for a new Mac mini and Mac Studio. Both will ship on September 22. Prices of the Mac mini start at US$899 with the M6 chip, or $1,699 with the M5...
Wednesday 26 August 2026
US-Canada trade talks collapse as auto tariffs threaten North American supply chain
The collapse of US-Canada trade talks has put global automakers and suppliers on alert, as tariff disputes now threaten production costs, vehicle prices, and cross-border parts flows...