Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 13 November 2025

Huawei converts R&D might into patent power and AI momentum

Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...

Thursday 13 November 2025

Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

Thursday 13 November 2025

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...

Thursday 13 November 2025

Elon Musk's secret fab plan: new US chip plant targets 2026 ramp

Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out...

Thursday 13 November 2025

Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026

Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...

Thursday 13 November 2025

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...

Thursday 13 November 2025

Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026

Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...

Thursday 13 November 2025

AgiBot's corporate shake-up signals China's humanoid robot listing wave

Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan.

Thursday 13 November 2025

Gogoro 3Q25 gross margin improves with three new models to boost 2026

Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy,...

Thursday 13 November 2025

AI data center power consumption drives SOFC deployment in Taiwan

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...

Thursday 13 November 2025

Microsoft, Google pour billions into Europe to build the next AI compute hub

Microsoft and Google have unveiled plans to expand their artificial intelligence (AI) infrastructure in Europe with a combined investment of more than US$16 billion. The initiatives...

Thursday 13 November 2025

Column: Quantum communication races toward commercialization despite unresolved challenges

Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate...

Thursday 13 November 2025

BYD counters EU tariff threat with three-pronged global strategy

Facing the European Union's looming anti-subsidy tariffs on Chinese-made battery electric vehicles (BEVs), BYD is executing a three-pronged...

Thursday 13 November 2025

Renault reportedly shifting from Valeo to in-house development for rare-earth-free motors

As the global automotive industry accelerates its shift toward electrification, the reliance on rare earth elements for electric vehicle (EV) permanent magnet motors has become a...

Wednesday 12 November 2025

Foxconn chairman responds to Luxgen acquisition rumors

Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales...

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