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Emerging tech, businesses news coverage
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Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
Friday 15 May 2026
Everlight to build automotive LED plant in Thailand as raw material costs hit profit
Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen...
Friday 15 May 2026
AI servers squeeze ODM margins as consignment gains traction
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
Friday 15 May 2026
Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...
Friday 15 May 2026
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...
Friday 15 May 2026
Analysis: Mythos sparks access fight as AI models become strategic assets
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Friday 15 May 2026
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
Friday 15 May 2026
US-China ties shift toward balancing tech pressure with controlled competition
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...
Friday 15 May 2026
Lei Jun, Musk and Cook converge at China-US state dinner
At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...
Friday 15 May 2026
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
Friday 15 May 2026
OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026
Analysis: Europe embraces Chinese EVs while North America loses momentum
Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy...