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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
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Tuesday 26 November 2024
Nvidia's AI ambitions seek sovereign boost
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
Google advances data center sustainability with AI and clean energy
Google is advancing its global data center expansion while targeting sustainability goals centered on energy efficiency, carbon neutrality, and water reuse. Senior executives emphasize...
Monday 25 November 2024
German automakers slash jobs: What's happening to Germany's economy?
Germany's rapid post-World War II economic growth was driven by advanced industrial technology, a robust workforce, and its globally renowned luxury car brands, which dominated the...
Monday 25 November 2024
OpenAI's Sora stalls on talent exodus and technical hurdles amid intense AI video race
OpenAI's unveiling of its text-to-video AI model, Sora, in February 2024 ignited fierce competition in the AI video generation market. Major tech players from Europe, the US, and...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
Friday 22 November 2024
Meta Orion outshines Apple Vision Pro as next-gen tech breakthrough
In September, Meta Platforms CEO Mark Zuckerberg introduced Orion, a highly anticipated prototype of augmented reality (AR) glasses, during a private event. Marketed as a potential...
Friday 22 November 2024
Shuang Bang upbeat on AI electronics and eco-materials outlook
Shuang Bang Industrial, a specialized maker of synthetic resins and functional fabrics in Taiwan, is optimistic about its 2025 performance. As global inventory levels continue to...
Friday 22 November 2024
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion...
Friday 22 November 2024
Japan halts funding for all-polymer battery firm APB amid company crisis
Japanese authorities have officially terminated subsidies for APB Corp, a pioneer in next-generation all-polymer battery technology, amid severe financial difficulties and leadership...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...