Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 31 July 2025

Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team

Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...

Thursday 31 July 2025

MediaTek's three strategic pillars to drive 2026 growth

At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...

Thursday 31 July 2025

Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO

Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.

Thursday 31 July 2025

Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions

Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...

Thursday 31 July 2025

Microsoft 4QFY25: AI integration deepens across cloud, productivity, and platform services

Microsoft closed out fiscal year 2025 with strong fourth-quarter results, underscoring how artificial intelligence (AI) is becoming an integral part of its operations, product portfolio,...

Thursday 31 July 2025

CATL earnings beat estimates, defying falling batteries prices

Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share...

Thursday 31 July 2025

Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment

Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...

Thursday 31 July 2025

Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Thursday 31 July 2025

Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update

Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...

Thursday 31 July 2025

Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook

Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...

Thursday 31 July 2025

Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum

Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...

Thursday 31 July 2025

SK Hynix secures top spot as competition heats up in DRAM market

SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker,...

Thursday 31 July 2025

After fire, TCC subsidiary faces tough questions and launches community outreach

Two weeks after the fire broke out, Molicel Quantum Energy Corporation, a subsidiary of TCC Group Holdings, issued a preliminary report...

Thursday 31 July 2025

Microsoft cannot protect EU data from US government

Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...

Thursday 31 July 2025

China launches AI governance plan to counter Trump's strategy

Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...

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