Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 6 May 2026

Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...

Wednesday 6 May 2026

AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

Wednesday 6 May 2026

Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

Wednesday 6 May 2026

Personal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom

The bitter feud between Elon Musk and OpenAI's leadership continues to spill into the open since a trial between the two began last week. This legal fight pits two of the world's most...

Wednesday 6 May 2026

GlobalWafers reports weaker quarter as expansion weighs on margins

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

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...

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