Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...

Friday 31 October 2025

AUO adopts conservative 4Q25 outlook but optimistic for 2026

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...

Friday 31 October 2025

Europe braces, Honda halts output in widening Nexperia crisis

A deepening dispute over Nexperia, the China-backed semiconductor maker based in the Netherlands, has triggered a fresh global supply...

Friday 31 October 2025

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...

Friday 31 October 2025

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...

Friday 31 October 2025

Onsemi introduces vertical GaN semiconductors for AI and electrification applications

Onsemi has unveiled vertical gallium nitride (vGaN) power semiconductors built on GaN-on-GaN technology, targeting applications in AI data centers, electric vehicles (EVs), renewable...

Friday 31 October 2025

BYD profit plunges 33% as China EV price war squeezes margins

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price...

Friday 31 October 2025

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...

Friday 31 October 2025

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...

Friday 31 October 2025

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...

Friday 31 October 2025

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...

Friday 31 October 2025

Acoustoelectric maker Primax maps global expansion with AI sensor tech

Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung...

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