Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 16 October 2025

OCP Summit: Taiwan emerges as backbone of global AI supply chain

Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving...

Thursday 16 October 2025

Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances

The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling,...

Thursday 16 October 2025

Policy shift prompts last-minute rush in China's EV market

China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models...

Thursday 16 October 2025

Fortune Electric secures second phase of Stargate orders, US market share expected to rise

Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...

Thursday 16 October 2025

OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration

Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...

Thursday 16 October 2025

Tech giants' circular investments raise concerns of financial imbalances in AI sector

Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...

Thursday 16 October 2025

Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western...

Thursday 16 October 2025

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...

Wednesday 15 October 2025

Rare earth controls have limited short-term impact on Foxconn

On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...

Wednesday 15 October 2025

Broadcom joins AI accelerator race with major OpenAI deal

Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...

Wednesday 15 October 2025

Carmax upgrades car system with Garmin collaboration

Taiwan-based Hotai Group has partnered with global satellite navigation and smart wearable brand Garmin to launch an upgraded version of the Drive+ Link intelligent in-car system...

Wednesday 15 October 2025

China Mobile to fully adopt domestic AI chips by 2028

China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...

Wednesday 15 October 2025

LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop

LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...

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