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Supply Chain
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TSMC suppliers Nichias and Gold Stone Development to build plant in Taiwan for key chipmaking plastic components, aiming to ease supply chain bottlenecks
TSMC suppliers Nichias and Gold Stone Development are constructing a plant in Hsinchu, Taiwan, to produce special plastic components essential for the chipmaking industry. The initiative, reported by
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The U.S. Department of Energy allocates $500 million to seven critical minerals and battery projects to strengthen domestic supply chains
The U.S. Department of Energy (DoE) announced $500 million in grants to seven companies for projects developing domestic critical minerals processing, battery recycling, and advanced battery materials
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UPS announced it will invest over $2 billion in its international, healthcare, and supply chain businesses to enhance global logistics capabilities.
UPS exclusively disclosed the news to CNBC, stating that the investment, which began in 2024 and will continue until 2028, aims to help businesses operate faster and adapt to evolving macroeconomic pr
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Extreme Temperatures Choke Europe's Key Trade Artery as Hot, Dry Summer Pushes Rhine River Levels Dangerously Low, Threatening Shipping and Commodities
Extreme Temperatures Choke Europe's Key Trade Artery as Hot, Dry Summer Pushes Rhine River Levels Dangerously Low, Threatening Shipping and Commodities
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Japan's Tokuyama to make polysilicon, a key chip material, in Vietnam and Malaysia to diversify supply chain risk
The Japanese silicon manufacturer is expanding production beyond its domestic factories to reduce disruption risks, with a new plant in southern Vietnam adding capacity. This move aims to spread out t
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TrueCar CEO Scott Painter Warns US-Canada Trade Uncertainty Poses Greater Threat to Auto Industry Than Tariffs Themselves, Disrupting Manufacturers' Decision-Making
Painter stated that while automakers can almost price in any kind of risk if they have some stability, the "cagey, sort of back and forth" nature of trade uncertainty makes it very difficult, highligh
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Applied Optoelectronics Expands U.S. Laser Capacity to Meet AI Data Center Demand, Targeting 650,000 Transceiver Units Monthly by Year-End
Applied Optoelectronics (NASDAQ:AAOI) is expanding its automated U.S. manufacturing capabilities to capitalize on growing demand for AI data centers and co-packaged optics, according to CFO and CSO St
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SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic sh
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Maersk CEO Vincent Clerc states global bottlenecks across Africa, Europe, and China are driving up freight rates and boosting profits, predicting more disruptions in the future.
Maersk CEO Vincent Clerc states global bottlenecks across Africa, Europe, and China are driving up freight rates and boosting profits, predicting more disruptions in the future.
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Bank of Japan Research Paper Finds Linkages in Firm Spending Behavior Through Supply Chains
The Bank of Japan published a research paper empirically analyzing the linkages of firm spending behavior along supply chains in Japan's manufacturing sector. The findings indicate that capital invest
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BoJ Research: Japan's Auto Supply Chains Are Exceptionally Long, Bottlenecks Can Significantly Dampen Production
A Bank of Japan research paper found that Japan's manufacturing supply chains, especially in the auto sector, are exceptionally long and large-scale. Firms at the center of these chains exert a greate
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SEG Solar Opens Second PV Module Factory in Texas, Boosting Total U.S. Capacity to 6GW
SEG Solar has launched its second photovoltaic (PV) module manufacturing facility in the Greater Houston area of Texas, expanding its total production capacity in the United States to 6GW per year. Th
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U.S. retailers are importing goods early to circumvent new tariffs, leading to an earlier peak season this year.
U.S. retailers have accelerated their import of goods in advance to circumvent the new 10%-12.5% tariffs effective July 24 (replacing the temporary tariffs expiring July 23) and to cope with supply ch
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Al Jazeera analysis suggests Iran's control over Hormuz Strait is a potent but time-limited weapon, with vessel traffic down 96% in early August
A recent analysis by Al Jazeera highlights that Iran has leveraged its ability to restrict commercial passage through the Strait of Hormuz as a significant economic weapon. IMF PortWatch data indicate
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Report: Apple urgently purchases DRAM memory for iPhone 18 launch after being rejected by CXMT over pricing issues
According to independent tech journalist Tim Culpan, Apple and its suppliers are urgently acquiring DRAM memory chips to meet the demand for the upcoming iPhone 18 series. With less than six weeks unt
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Iran War Exposes US Military Aluminum Supply Risk, Pentagon Wargames Already Showed Problem
The supply of ultra-refined aluminum used in fighter jets is tight after drone attacks damaged a factory in the United Arab Emirates, highlighting supply-chain risks facing the U.S. military, Bloomber
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Cerberus Seeks $4 Billion for Second Supply Chain Fund
Cerberus Capital Management is looking to raise at least $4 billion for its latest supply-chain fund. The fund, Cerberus's second of its kind, aims to back investments critical to the US economy. Cerb
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Apple's Indian supplier, Tata Electronics, experienced a cyber leak, which Chinese state media used to promote the reliability of China's supply chain.
Apple's Indian supplier, Tata Electronics, reportedly recently suffered a cyber leak involving specifications for Apple's unreleased iPhone 18 Pro model. Chinese state media leveraged this incident to
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SpaceX is tightening its supply chain to reduce Chinese influence, aiming to keep Chinese nationals and parts out.
SpaceX is tightening its supply chain to reduce Chinese influence, aiming to keep Chinese nationals and parts out.
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California diesel prices surge to $6.92/gallon since Iran war began, up from $5.10, impacting U.S. supply chains
California, home to the nation's busiest containership port complex, is experiencing a significant jump in diesel prices, which have risen to $6.92 per gallon from $5.10 before the Iran war started. T
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India proposes extending tax breaks for contract manufacturing until 2041, a major boon for Apple
The Indian government has proposed extending a tax exemption for foreign companies providing machinery and equipment to contract manufacturers until 2041. This move is seen as a significant victory fo
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Hyundai Motor's Q1 operating profit falls 30% due to Middle East disruption and US tariffs
Hyundai Motor Co. announced that its first-quarter operating profit fell sharply by 30%, despite achieving record revenue. The company attributed the decline to disruptions tied to the US-Iran conflic
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Apple's Q3 Results Exceeded Expectations, but Q4 Guidance Fell Short; Cook Blames Soaring Memory Costs for Price Hikes and Says the Company Is Evaluating All Supply Options
Apple reported its results for the third quarter of fiscal year 2026, with total revenue and iPhone revenue slightly exceeding expectations, but its services business and performance in the Chinese ma
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EXC Coin (Eximchain) Project Review: A Discontinued Supply Chain Blockchain Initiative
EXC Coin, also known as Eximchain, is a project designed to improve supply chain transparency using the Ethereum blockchain. The project was launched in 2018, but as of March 2020, its token had been delisted from virtually all exchanges where it had been listed and is widely regarded by the market as a “zero-value” project.This article will review its historical positioning, technical features, and ultimate market performance.
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Goldman Sachs significantly revised up its 2027/2028 optical module demand forecasts by 39%/36% to 144 million/171 million units, stating that supply chain tightness will be the biggest shipment bottleneck next year.
Goldman Sachs, after visiting 15 Chinese optical communication companies, released a report upgrading its demand forecasts for 800G and above optical modules in 2027 and 2028 by 39% and 36% respective
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Qatar steps up efforts to attract Chinese companies amid Gulf trade route disruptions and China's supply chain diversification push
Qatar is stepping up efforts to attract Chinese companies as the conflict involving Iran disrupts trade routes in the Gulf, adding urgency to a broader push by Chinese businesses to diversify supply c
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Palantir and NVIDIA are partnering to bring AI capabilities to supply chains, with initial deployment in NVIDIA's own operations.
Palantir and NVIDIA are collaborating to integrate AI capabilities into critical supply chains, with initial deployment in NVIDIA's own operations. The two companies will integrate NVIDIA's Nemotron m
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US Diesel Stocks Projected to Fall This Month to 2003 Low, Driven by Global Conflicts Choking Export Flows
US diesel stockpiles are projected to fall this month to their lowest level in over two decades, according to a new government report, as wars around the world, including one launched by Washington, c
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Trump administration expresses 'profound concern' over Ford's ties to Chinese companies like CATL, citing national manufacturing integrity and supply chain exposure
U.S. Transportation Secretary Sean Duffy sent a letter to Ford CEO Jim Farley on Tuesday, questioning the automaker's strategic trajectory with Chinese companies, including battery provider CATL. The
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Cone Denim to exit China production, shift focus to Mexico platform
The denim manufacturer cited global trade changes, evolving customer needs, cost pressures, supply chain considerations, and broader geopolitical circumstances for its decision to close the Jiaxing fa
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PwC, Merck, and Hashgraph launch a new provenance system for tracking cocoa, with plans to expand
The firms state their system, which combines physical authentication, digital traceability, and enterprise process design, is unprecedented in supply chains, and cocoa is just the initial application.
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Panama Canal may further cut daily ship traffic to 29 due to strengthening El Niño-induced drought
The Panama Canal Authority warned on Monday that it may further reduce the daily ship transit limit to as low as 29 by February or March, from the current 34 (effective Sept 4) and 32 (effective Sept
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Al Jazeera: Geopolitical Conflicts and Refineries Prioritizing Diesel Production Lead to Global Marine Fuel Shortages; Middle East Exports Down 45%, Singapore Prices Up 76%
Al Jazeera reports that geopolitical conflicts (US-Iran conflict, Russia-Ukraine war) and refineries prioritizing the production of more profitable diesel have led to a global shortage of marine fuel.
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USA Rare Earth (USAR) shares pared gains on Friday after rising as much as 4% intraday, following a Reuters report that Chinese suppliers were refusing to ship rare earths to the United States, intensifying demand for domestic supply chains.
USA Rare Earth shares surged by 4% to $18.35 at one point before retreating to $17.70, erasing the day's gains. Reuters reported that some Chinese suppliers have refused to ship rare earth materials t
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Saudi Arabia's biggest barley buyer is shifting away from Black Sea supply due to disruptions from the Russia-Ukraine war.
Saudi Arabia's biggest barley buyer is shifting away from Black Sea supply due to disruptions from the Russia-Ukraine war.
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World Bank urges Thailand to attract South Korean and Japanese EV suppliers
The World Bank said in a report released Thursday that Thailand should work to attract more battery and other suppliers from South Korea and Japan to become a regional export hub for electric vehicles
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Sedex Launches Free Regulatory Navigator Tool to Help Businesses Navigate Increasingly Complex Global Supply Chain Regulations
The tool aims to provide businesses with instant, indicative summaries of legal requirements across eight key regulations in areas such as sustainability reporting and forced labor, including the EU C
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Microsoft Azure Hardware Chief: More Memory Chips Not Solution to AI Bottlenecks
Rani Borkar, president of Azure Hardware Systems and Infrastructure at Microsoft, stated at SEMICON Taiwan 2026 in Taipei on Sept. 2 that building massive new memory chip capacity will not resolve the
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Posco Group Chairman Chang In-hwa proposed strengthening resource supply chain cooperation between South Korea and Australia at a meeting of the Korea-Australia Business Council.
Posco Group Chairman Chang In-hwa proposed strengthening resource supply chain cooperation between South Korea and Australia at a meeting of the Korea-Australia Business Council.
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Descartes acquires Extensiv for $120M
The acquisition of the warehouse management and fulfillment tech provider was announced Tuesday and funded with cash on hand. This follows Descartes' recent acquisitions of Tai for $100 million last w
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South Korean and Japanese business groups agree to deepen cooperation in supply chains, energy security, and emerging industries
The Korea Chamber of Commerce and Industry (KCCI) and the Japan Chamber of Commerce and Industry (JCCI) held their 15th leaders’ meeting, where KCCI Chairman Chey Tae-won called for broader economic i
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South Korean and U.S. energy officials discussed strengthening energy cooperation in Seoul on Monday to ensure stable supply chains and power supply.
South Korean and U.S. energy officials discussed strengthening energy cooperation in Seoul on Monday to ensure stable supply chains and power supply.
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Taiwanese prosecutors are investigating Unimicron, a major supplier to giants like NVIDIA, for allegedly relabeling China-made parts.
Unimicron, a leading global manufacturer of chip substrates and printed circuit boards and a key supplier to NVIDIA, Intel, Google, and Amazon, is under investigation by Taiwanese prosecutors. The com
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Posco Holdings secures 1 trillion won ($728 million) line of credit from IDB Group for Argentina lithium project, aiming for China-free supply chain
Posco Holdings secures 1 trillion won ($728 million) line of credit from IDB Group for Argentina lithium project, aiming for China-free supply chain
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AIIR Announces H1 2026 Results: Revenue Up 3.7% to $206.9 Million, Adjusted EBITDA Stable at $71.7 Million, Full-Year Revenue Growth Expected at 4-6%
AIIR's H1 revenue still increased by 3.7% to $206.9 million, despite a 9.0% drop in shipments due to disruptions in the Strait of Hormuz, with adjusted EBITDA stable at $71.7 million. The company expe
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US imposes new restrictions on advanced robotics, exposing industry's heavy reliance on Chinese components
Nikkei Asia reported that the new rules are designed to move production back to the United States, but U.S. manufacturers and researchers warn that the move will lead to increased costs and production
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TSMC suppliers Nichias and Gold Stone Development to build plant in Taiwan for key chipmaking plastic components, aiming to ease supply chain bottlenecks
TSMC suppliers Nichias and Gold Stone Development are constructing a plant in Hsinchu, Taiwan, to produce special plastic components essential for the chipmaking industry. The initiative, reported by
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The U.S. Department of Energy allocates $500 million to seven critical minerals and battery projects to strengthen domestic supply chains
The U.S. Department of Energy (DoE) announced $500 million in grants to seven companies for projects developing domestic critical minerals processing, battery recycling, and advanced battery materials
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What is MFG Coin? Smart MFG Token Analysis and Trading Channels
MFG Coin, or Smart MFG (MFG), is an ERC20 token based on Ethereum, designed to drive the digital transformation and tokenization of real-world assets (RWA) in design, manufacturing, and supply chains through blockchain and artificial intelligence technologies. The project aims to connect digital and physical assets, empowering businesses and creators through a "phigital" model to optimize supply chain efficiency and transparency. MFG tokens are used for transactions, payments, and incentives within the ecosystem. As of publication, the MFG token has a market capitalization of approximately $163,000 and a 24-hour trading volume of about $44,000.
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TEMCO and MTL: An Analysis of Supply Chain Blockchain Projects and Web3 Payment Ecosystem Tokens
This article provides an in-depth analysis of the TEMCO project and its token, clarifying its positioning as a supply chain data platform rather than an independent exchange. Concurrently, it explores MTL's role as a utility token within the Metal DAO ecosystem, focusing on its function in Web3 payments, DeFi, and the integration of traditional finance, along with its technical characteristics and latest developments. The article will differentiate between entities with the same name and offer objective market data and risk warnings.
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EXC Coin (Eximchain) Project Review: A Discontinued Supply Chain Blockchain Initiative
EXC Coin, also known as Eximchain, is a project designed to improve supply chain transparency using the Ethereum blockchain. The project was launched in 2018, but as of March 2020, its token had been delisted from virtually all exchanges where it had been listed and is widely regarded by the market as a “zero-value” project.This article will review its historical positioning, technical features, and ultimate market performance.
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Current Status and Historical Overview of the GSCP Coin and GSC Platform Project
The GSC Platform was once a procurement platform designed to optimize supply chain management in the aviation industry using blockchain technology; its native token was GSCP. The project planned to complete its token sale and launch a pilot program in 2019, followed by the release of a smart procurement blockchain in 2020. However, as of this writing, there is a lack of information regarding the latest developments, current status, or market circulation of the GSC Platform project and its GSCP token.
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