China’s ‘emotional value’ phenomenon is redefining goods, services and society
“Emotional value” is China’s latest catchphrase determining how people spend and behave, but also reflective of modern-day anxieties.
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Global Coverage
Press Review
Curated headlines from the world's leading supply chain publications.
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was…
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Samsung begins shipment of HBM4E samples as AI memory competition intensifies
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the…
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Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue rose 88% to…
Lire la suite →Trees sacrificed for ‘development’: advocates slam DENR’s green light for mass tree cutting in Philippines
The environment department has since paused the Manila operations amid public backlash but insists tree-cutting in Manila and Palawan complies with safeguards and will be offset by seedling replacement. Environmental…
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Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech…
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Why More Companies Are Leasing Equipment Instead of Buying It
Simon Harrsen of CHG-MERIDIAN discusses automation, equipment financing, fleet management, and the trends influencing supply chain investments in 2026.
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Asia stocks surge, oil falls on hopes of US-Iran truce deal
Oil markets have whipsawed this week as investors parse the chances of a breakthrough between Washington and Tehran that could potentially resume normal shipping through the Strait of Hormuz.
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Crude price spike from Hormuz crisis is approaching, warns ExxonMobil exec
‘We’re approaching unheard-of inventory levels. I mean really, really low inventory levels,’ warns ExxonMobil’s Neil Chapman. If inventories sink too... Related StoriesHormuz crisis side effect: a sharp rise in container…
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Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility
Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates volatile raw material…
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Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical infrastructure,…
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Daily Briefing 29 May 2026
Cosco arranges vessel exit as Chinese ships stream out of Hormuz | Atlantic MR tankers lose all their Hormuz rate... Related StoriesPeak Posidonia in storeMiddle East port update: Friday, May…
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Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing…
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Anthropic expands India leadership team as enterprise and startup AI adoption accelerates
Anthropic is expanding its leadership and operational presence in India as it scales adoption of its Claude AI models across startups and enterprises, appointing senior executives to lead growth, partnerships,…
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Morgan Stanley: Supply constraints to drive next phase of the AI boom
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan…
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Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business models, practical applications, and enterprise-ready…
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Export controls cast a shadow over AI's optical communications supply chain
The Taiwanese semiconductor materials company Visual Photonics Epitaxy, a supplier of compound semiconductor wafers used in optical communications, said demand tied to artificial intelligence data centers was accelerating rapidly as…
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DeepX targets wider NPU partnerships at Computex 2026
South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge…
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Column: Embodied reasoning brings robots closer to deeper thinking
Over the past year and a half, reasoning in large language models (LLMs) has become a mainstream capability, with measurable gains across programming, mathematics, law, and healthcare. The robotics industry…
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SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based…
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