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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Wednesday 6 August 2025
Taiwan holds the key to AI development; Boris Johnson urges West to protect democratic supply chains
In a keynote address delivered in Taipei on August 5, former UK Prime Minister Boris Johnson underscored Taiwan's critical importance to global supply chains, particularly in the...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Wednesday 6 August 2025
Supermicro lowers FY26 outlook despite FY25 AI-driven growth
Supermicro capped fiscal 2025 with record growth, highlighting strong AI infrastructure demand and new data center platforms. However, its lowered fiscal 2026 outlook signals rising...
Wednesday 6 August 2025
AMD reports record revenue amid operating loss due to US export restrictions
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Wednesday 6 August 2025
Taiwan resists BYD’s Thailand detour amid rising scrutiny of Chinese EVs
Recent reports have stated that Chinese automaker BYD Auto intends to sell vehicles in Taiwan under the Denza brand through a third-party country, with distributor Taikoo Motors playing...
Wednesday 6 August 2025
FuriosaAI earns unicorn recognition with Series C bridge round
South Korean AI chip startup FuriosaAI has announced it has raised US$125 million in its Series C bridge round, making it one of the few deep tech companies in South Korea with a...
Wednesday 6 August 2025
Tariff relief for EU, Japan, and Korea: carmakers lives—for now
The United States has restarted global negotiations on reciprocal tariffs, offering key concessions to major auto-exporting nations—including the European Union, Japan, and...
Wednesday 6 August 2025
Apple launches AKI team to develop proprietary AI search engine
Apple has established the Answers, Knowledge, and Information (AKI) team that will focus on AI-based search technology. Its long-term goal is to develop various AI capabilities and...
Wednesday 6 August 2025
Phoenix Silicon International pushes monthly capacity to 1.2M wafers by 2026
Leading reclaimed wafer manufacturer Phoenix Silicon International (PSI) announced on August 1 that its board has officially approved a capital expenditure plan of NT$4.379 billion...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Tuesday 5 August 2025
Foxconn disposes of Lordstown assets amid US strategy shift
Hon Hai Precision Industry (Foxconn) announced on August 4, 2025, that its subsidiaries will dispose of assets at the Lordstown, Ohio facility, as part of a strategic shift in its...