Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 6 May 2026

Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026

China's cloud providers raise AI prices as model usage surges

Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...

Wednesday 6 May 2026

Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year

Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...

Wednesday 6 May 2026

Germany now forecast to miss 2030 BEV target as ICE cars remain dominant

Germany's rollout of battery electric vehicles (BEV) fell far short of earlier aims, with new forecasts indicating the country will not reach the coalition government's 15 million...

Wednesday 6 May 2026

China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift

As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...

Wednesday 6 May 2026

Lumentum sees explosive expansion as AI demand fuels record results

Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...

Wednesday 6 May 2026

DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach

DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.

Wednesday 6 May 2026

From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map

Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...

Wednesday 6 May 2026

How Plug and Play is bridging Taiwan's deep tech startups with Silicon Valley capital

For much of the past decade, Taiwan watched from the sidelines as global venture capital poured into software. The island's world-class manufacturers, semiconductor giants, and precision...

Tuesday 5 May 2026

Tesla AI5 dual sourcing may not mean equal weight for Samsung

Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...

Tuesday 5 May 2026

SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing

Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...

Tuesday 5 May 2026

South Korea eyes memory-led AI order against Nvidia

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather...

Tuesday 5 May 2026

Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026

Another Qualcomm exec joins Intel to lead PC and physical AI unit

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...

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