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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Tuesday 21 May 2024
Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies
Amid Microsoft's aggressive AI investments, the company's ambitious 2020 pledge to become carbon-negative by 2030 is now under scrutiny.
Tuesday 21 May 2024
Aplex expands market with OT and IT, adding AI to IoT framework
As Artificial Intelligence (AI) applications move from the cloud to the edge and end devices, the Industrial PC (IPC) sector is experiencing a broader application market.
Tuesday 21 May 2024
Direct supply of GPU and HBM becoming mainstream: IC distributors expand AI businesses
As AI continues to sweep through the semiconductor supply chain, IC distributors are experiencing strong pull-through demand for data center product lines.
Tuesday 21 May 2024
Polarizer supplier CMMT sees manufacturing utilization rise
With its factory utilization rates reaching 70-80%, polarizer manufacturer Cheng Mei Materials Technology (CMMT) anticipates double-digit sequential revenue growth in the second quarter,...
Tuesday 21 May 2024
AI PC race between Qualcomm, Apple, and MediaTek
In the upcoming wave of the AI PC boom, many believe that the biggest winners will be the processor vendors. In addition to Intel and AMD, companies from the Arm camp such as Qualcomm...
Tuesday 21 May 2024
AUO goes beyond panels
In an effort to position itself as more than a panel company by 2025, AUO has increased its deployment of non-display business operations, according to company chairman Paul Peng.
Tuesday 21 May 2024
Cooling, power supply, cabinets: server suppliers' main selling points at Computex
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI...
Tuesday 21 May 2024
Lead times for Nvidia chips shortened
Delivery lead times for Nvidia's AI chips have been greatly reduced, but demand remains high, according to industry sources.
Monday 20 May 2024
China's EV makers taking longer to pay bills amid rising stress
The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market.
Monday 20 May 2024
Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders
China's homegrown automakers continue to rise as the country's economy still needs time to recover fully.
Monday 20 May 2024
EVs, smart driving systems fall victim to price war in China's car market
Price slashing has become increasingly common in China's automobile industry, even as the industry progresses from EVs to smart vehicles.
Monday 20 May 2024
From Cloud to Edge, hybrid AI model is taking shape
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge"...
Monday 20 May 2024
Will EV demand rebound in 2025?
Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world's second and third-largest...
Monday 20 May 2024
TSMC mass produces Tesla's Dojo AI training tiles, eying 40x power boost by 2027
TSMC has started producing Tesla's next-generation Dojo AI training tiles with its InFO_SoW (Integrated Fan-Out System-on-Wafer) technology, aiming for a 40x increase in computing...
Monday 20 May 2024
Despite increased EV tariffs, BYD makes its way into US 'backyard'
The US recently raised tariffs on seven key industries in China, with EV imports seeing the biggest hike to 100%. Despite this, leading Chinese EV manufacturer BYD held a high-profile...