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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...
Monday 21 October 2024
US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities
The UK government has announced that four US cloud technology and data center operators—ServiceNow, CoreWeave, CyrusOne, and CloudHQ—will invest a total of up to GBP6.3...
Monday 21 October 2024
Lite-On pivots to AI server solutions, targeting double-digit sales growth by 2025: An interview
Lite-On Technology has successfully transitioned into a solution provider, capitalizing on the growing demand for AI servers. The company's global strategy and focus on high-value...
Monday 21 October 2024
Oversupply of SiC substrates drives prices down, challenging GaN market
The significant expansion of Chinese manufacturers' SiC substrate production capacity in 2024 has led to oversupply and a sharp decline in prices, rapidly expanding the applicable...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Friday 18 October 2024
Pegatron unveils new server at OCP summit, targeting AI and LLM inference training
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Ecosystems, not first movers, will define AI's future success, says Appier CTO
As more and more conglomerates and stakeholders join the AI wave, each is striving to position themselves to get ahead of the game. However, Chen Mingyu, Chief Technology Officer...
Friday 18 October 2024
XING Mobility debuts world's first cell-to-chassis immersion cooling battery and mobile charging station at 2024 Paris Motor Show
XING Mobility has been rapidly scaling up commercial production of its groundbreaking immersion cooling technology after launching the world's first model factory for immersion-cooled...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Friday 18 October 2024
Japan-Taiwan's urban compact EV Lean3 to enter production
Through new fundraising, Japan-Taiwan electrical vehicle (EV) manufacturing company Lean Mobility has achieved a cumulative funding of JPY4.6 billion (US$30.8 million), allowing it...
Friday 18 October 2024
Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client
The vast business opportunities in AI have attracted numerous companies eager to capitalize on these prospects.
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
High-spec power supplies for AI computing to drive growth for Liteon
As power management and heat dissipation become increasingly important with the high-performance computing required for generative AI, a trend is emerging in the field of power supplies:...