Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...

Thursday 16 October 2025

Tech giants' circular investments raise concerns of financial imbalances in AI sector

Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...

Thursday 16 October 2025

Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western...

Thursday 16 October 2025

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...

Wednesday 15 October 2025

Rare earth controls have limited short-term impact on Foxconn

On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...

Wednesday 15 October 2025

Broadcom joins AI accelerator race with major OpenAI deal

Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...

Wednesday 15 October 2025

Carmax upgrades car system with Garmin collaboration

Taiwan-based Hotai Group has partnered with global satellite navigation and smart wearable brand Garmin to launch an upgraded version of the Drive+ Link intelligent in-car system...

Wednesday 15 October 2025

China Mobile to fully adopt domestic AI chips by 2028

China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...

Wednesday 15 October 2025

LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop

LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...

Wednesday 15 October 2025

OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Axiado Corporation, a pioneer in AI-powered, hardware-based platform security and system management, has announced a strategic collaboration...

Wednesday 15 October 2025

OCP Summit: Arm redefines AI infrastructure with open chiplet collab

At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink...

Wednesday 15 October 2025

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...

Wednesday 15 October 2025

OCP Summit: Meta warns power scarcity threatens AI scaling ambitions

At the Open Compute Project (OCP) Summit held in San Jose, Dan Rabinovitsj, Vice President of data center infrastructure at Meta, delivered a keynote on the monumental challenges...

Wednesday 15 October 2025

Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel

Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.

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