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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Monday 19 August 2024
Huawei's Ascend 910C: a potential threat to Nvidia's dominance in China's AI chip market
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
Monday 19 August 2024
Hydrogen-powered vehicles gain momentum as EV sales slow, but profits remain a distant prospect
With global electric vehicle (EV) sales slowing, hydrogen-powered vehicles are gaining unexpected attention.
Friday 16 August 2024
Zerova adapts global marketing strategy as US EV charging market faces uncertainty
The US EV charging market is temporarily affected by numerous variables due to the 2024 US presidential election. Alex Lin, Chairman of Phihong's EV charging market subsidiary, Zerova,...
Friday 16 August 2024
Geely, Xpeng, Xiaomi boosted by strong vehicle sales amid threats from EU tariffs
Chinese automakers including Xpeng Inc., Geely Automobile Holdings Ltd., and Xiaomi Corp. should all report higher vehicle sales, though challenges remain as competition heats up...
Friday 16 August 2024
China's struggle to boost domestic chip use in EVs
Bloomberg previously reported that China's Ministry of Industry and Information Technology (MIIT) has instructed EV companies like BYD and Geely to increase the procurement of domestic...
Friday 16 August 2024
Struggling in the EV era: traditional Tier 1 suppliers face restructuring amid global challenges
Due to weaker-than-expected demand for electric vehicles (EVs), many traditional Tier 1 suppliers in Europe and the US have undergone significant restructuring in recent years.
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
SK Hynix expands HBM supply to automotive applications beyond servers
SK Hynix has supplied high bandwidth memory (HBM) to Waymo, the autonomous vehicle subsidiary of Google. As the autonomous driving era dawns, HBM is expected to find widespread applications...
Friday 16 August 2024
BYD AI-assisted vehicle appeal diminished by market price competition
BYD has pulled out all the stops to get ahead in AI-assisted vehicle development with its progress garnering the most attention.
Friday 16 August 2024
NIO finalizes 5nm automotive chip design; how much it will help remains in question
Chinese automakers are accelerating the localization of automotive chips to avoid being bottlenecked by chip supply chains and reduce reliance on foreign chips.
Friday 16 August 2024
Applied Materials sees robust growth across all segments driven by AI, optimistic about AI-driven demands for advanced semiconductors
Applied Materials reported growth across all segments, driven by AI-fueled demand and advancements in semiconductors, including gate-all-around (GAA), high-bandwidth memory, and advanced...
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Thursday 15 August 2024
Lenovo's profit beats as AI demand drives a gradual PC recovery
Lenovo Group Ltd. reported better-than-expected quarterly profit, affirming hopes for a gradual computing industry recovery driven by global AI spending.
Thursday 15 August 2024
Tesla hits pause on Thai factory plans, focuses on charging stations; Malaysia and Indonesia left waiting
Tesla has reportedly paused its plans to build a factory in Thailand and will instead focus on establishing charging stations.