Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 13 May 2026

Tesla Semi nears mass production with US-made 4680 battery and 1.2 MW charging

Tesla's Electric Semi Truck (Tesla Semi) has revealed production specifications and a US-made 4680 lithium battery breakthrough, according...

Wednesday 13 May 2026

Indian firms step up EV battery development amid China technology concerns

Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.

Wednesday 13 May 2026

Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a...

Wednesday 13 May 2026

Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals

Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...

Wednesday 13 May 2026

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026

BTL Group ramps AI server testing as orders extend through September

BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...

Tuesday 12 May 2026

AI drives IC price hikes, lifts China chip exports 83.7% in April

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...

Tuesday 12 May 2026

Trade talks to test US-China leverage on rare earths, tariffs, and AI

US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...

Tuesday 12 May 2026

China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

Tuesday 12 May 2026

Kuaishou targets US$20B Kling AI spin-off to tap video generation demand

Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...

Tuesday 12 May 2026

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...

Tuesday 12 May 2026

Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks

Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...

Tuesday 12 May 2026

Altos targets South Korean AI server market with software edge

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...

Tuesday 12 May 2026

Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26

Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...

Tuesday 12 May 2026

OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new...

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