Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Sunday 10 August 2025

AI infrastructure era arrives: new quarterly capex records across the field

The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...

Sunday 10 August 2025

Ample Electronic unveils advanced thermal paste for AI chip cooling

Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components,...

Saturday 9 August 2025

Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026

Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...

Saturday 9 August 2025

Nvidia under fire as US eyes chip tracking to close export loopholes

The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the...

Saturday 9 August 2025

South Korea's quintet of alliances for sovereign AI: Kakao notably left out

South Korea is progressing its autonomous AI model development by choosing five key industry alliances—Naver Cloud, SK Telecom, NC AI, LG AI Research, and Upstage. The government...

Saturday 9 August 2025

OpenAI reportedly eyes US$500 billion valuation in employee stock sale

OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value...

Friday 8 August 2025

Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution...

Friday 8 August 2025

Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul

Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...

Friday 8 August 2025

Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached...

Friday 8 August 2025

Aleees expands global footprint, seizes restructuring opportunities for LFP technology

Lithium intellectual property supplier Advanced Lithium Electrochemistry (Aleees) issued on August 7 an update to its customer certification progress, in which the company counted...

Friday 8 August 2025

TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity

VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera...

Friday 8 August 2025

OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan

OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...

Friday 8 August 2025

M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25

Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...

Friday 8 August 2025

Nuvoton sees slower auto recovery, eyes growth in EV and battery management

Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the...

Friday 8 August 2025

OpenAI's new AWS deal and open models sharpen US edge in global AI race

OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...

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