Curated headlines from the world's leading supply chain publications.
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale model training. Spending…
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Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC interview…
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Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe supply…
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Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer demand stabilizes following…
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Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang (KMT) leaders led…
Lire la suite →China's engagement in overseas renewables grew once again, though not as much as in oil and gas.
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Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period…
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Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases in aircraft deliveries, injecting fresh momentum into the global aerospace supply chain. Riding…
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In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now…
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As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond…
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Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg…
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Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted…
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Tesla, a company that straddles autonomous vehicles, artificial intelligence-driven robotics, and the global energy transition, has long insisted that its future would hinge on its ability to reinvent the battery.…
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With the number of deaths during the current severe winter season in Japan expected to rise, environmental and tourism experts have warned of greater risks to lives and property arising…
Lire la suite →Slowing deforestation in Brazil and pledges to ban oil drilling in Colombia offer slivers of hope for the Amazon.
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The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a…
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This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope promotions,…
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Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially and surging a staggering 608.02%…
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Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation R&D Center…
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Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its stock price fell as management indicated that the most significant revenue contributions…
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