Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Saturday 1 November 2025

Nvidia emerges as TSMC's first A16 customer, while Apple may skip to A14

Taiwan Semiconductor Manufacturing Company (TSMC) plans to launch its latest 1.6nm process, dubbed A16, in 2027. Reports indicate that Nvidia is currently working with TSMC on testing...

Friday 31 October 2025

Why SK Hynix skipped the fried chicken and beer summit

When Nvidia CEO Jensen Huang arrived in South Korea, global attention turned to a viral "chimaek" (fried chicken and beer) dinner on...

Friday 31 October 2025

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...

Friday 31 October 2025

Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier

Nvidia CEO Jensen Huang capped his week in Seoul with a sweeping series of agreements that could redefine South Korea's role in the global AI economy.

Friday 31 October 2025

Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered...

Friday 31 October 2025

50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing

Nvidia and Samsung Electronics have announced plans for an "AI Factory," a next-generation semiconductor manufacturing hub powered by over 50,000 Nvidia GPUs. The initiative marks...

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...

Friday 31 October 2025

AUO adopts conservative 4Q25 outlook but optimistic for 2026

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...

Friday 31 October 2025

Europe braces, Honda halts output in widening Nexperia crisis

A deepening dispute over Nexperia, the China-backed semiconductor maker based in the Netherlands, has triggered a fresh global supply...

Friday 31 October 2025

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...

Friday 31 October 2025

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...

Friday 31 October 2025

Onsemi introduces vertical GaN semiconductors for AI and electrification applications

Onsemi has unveiled vertical gallium nitride (vGaN) power semiconductors built on GaN-on-GaN technology, targeting applications in AI data centers, electric vehicles (EVs), renewable...

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