Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 29 April 2026

BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026

China's GPU IPO wave meets its hardest test: cluster stability

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...

Wednesday 29 April 2026

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...

Wednesday 29 April 2026

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...

Wednesday 29 April 2026

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...

Wednesday 29 April 2026

AI token demand drives TSMC node expansion, buoying Taiwan's economy

A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...

Wednesday 29 April 2026

Data center power and cooling overhaul will reshape global AI infrastructure

Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...

Wednesday 29 April 2026

OpenAI's growth slowdown raises questions over AI expenditure

OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...

Wednesday 29 April 2026

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language...

Wednesday 29 April 2026

NXP signals structural growth as automotive and industrial drive momentum

NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...

Wednesday 29 April 2026

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...

Wednesday 29 April 2026

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and...

Wednesday 29 April 2026

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion —...

Wednesday 29 April 2026

Taiwan makes its quantum move, rallying 18 companies

Quantum computing has long been regarded as one of the defining technology races of the coming decade — and Taiwan, a global powerhouse in semiconductor manufacturing, is now...

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