SetupAIInfrastructure
Infrastructure
Kioxia Market Value Halves Amid AI Sector Selloff
Japanese memory chipmaker Kioxia Holdings Corp. has seen its market capitalization drop by 50% in one month.
Bloomberg Technology · 65d ago
Latest Supply Chain News & Updates
AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Infrastructure
Kioxia fined $229M for patent infringement
A Texas federal jury ruled that Kioxia infringed on a Viasat flash memory patent. The company must pay $229 million in damages covering past infringement through March 2026.
36氪 · 65d ago
Infrastructure
OnePlus exits Western markets amid global memory crisis
OnePlus has officially announced its withdrawal from North American and European markets. This strategic retreat is driven by the ongoing global memory chip crisis impacting the smartphone industry.
SCMP Technology · 65d ago
Infrastructure
Apple increases AppleCare+ prices amid global memory shortage
Apple has raised the monthly and annual subscription costs for AppleCare+ on Macs and iPads. The price hike is attributed to the broader memory shortage affecting both hardware production and service costs.
The Next Web (TNW) · 66d ago
Business
Boeing opens fourth 737 production line in Everett
Boeing has officially opened a new production line in Everett, Washington, to increase 737 MAX output. This marks the first time in 50 years that 737s are being produced outside of the Renton facility.
IT之家 · 66d ago
Infrastructure
Chinese Suppliers Advance High-Purity PFA for Semiconductor Localization
Chinese suppliers are conducting batch verification of high-purity PFA, a critical fluoropolymer for semiconductor wet processing. This move aims to localize the supply chain for advanced process nodes.
Pandaily · 66d ago
Business
BYD VP: Global dominance possible without US market
BYD Executive Vice President Stella Li stated that the company can become the world's largest automaker even without entering the US market. The company is now shifting its strategic focus toward aggressive expansion in the European market.
cnBeta (Full RSS) · 66d ago
Infrastructure
iFlytek acquires stake in Hengte Electronics
iFlytek (Suzhou) has become a shareholder of Shanghai Hengte Electronics. The investment expands iFlytek's footprint in the electronic components and integrated circuit manufacturing sector.
36氪 · 67d ago
Infrastructure
China's New Economic Drivers Grow Rapidly
China's National Bureau of Statistics reports that high-tech manufacturing and digital economy sectors now contribute over 40% to economic growth. AI-related industries like integrated circuits and smart vehicle equipment are seeing growth rates exceeding 30%.
36氪 · 67d ago
Infrastructure
Lithium price outlook: Supply pressure vs. demand growth
CITIC Securities reports that while short-term lithium prices are suppressed by supply expectations, demand remains strong due to EV production targets. The market expects a rebound in the second half of the year driven by downstream inventory replenishment.
36氪 · 67d ago
Business
Pinduoduo's 'Xinpinmu' project targets SHEIN's supply chain
Pinduoduo is launching a secretive project called 'Xinpinmu' to adopt an agile supply chain model similar to SHEIN. This move aims to counter EU tariff reforms by shifting toward a proprietary brand strategy.
钛媒体 · 67d ago
SetupAIInfrastructure
Infrastructure
SK Hynix Shares Waver Amid AI Memory Market Volatility
SK Hynix shares experienced fluctuations in Seoul following a broader selloff of AI-related memory stocks on Wall Street. Investors are currently navigating market volatility as demand for high-performance AI memory remains a focal point.
Bloomberg Technology · 68d ago
Research
NASA Satellites Detect Strong El Niño Brewing
NASA and NOAA have confirmed the return of the El Niño phenomenon as sea surface temperatures in the central and eastern equatorial Pacific remain consistently high. This climate pattern is being closely monitored via satellite data to assess its global impact.
cnBeta (Full RSS) · 68d ago
Infrastructure
Memory shortages impact global smartphone shipment volumes
The global smartphone market is facing historic lows in shipment volumes due to persistent component and memory shortages. Despite these supply chain headwinds, major players like Apple and Samsung maintain market dominance.
Ars Technica · 68d ago
SetupAIResearch
Research
Experimental monkey prices surge due to drug R&D demand
The price of experimental monkeys has risen significantly due to a surge in domestic innovative drug R&D projects in China. Supply remains constrained by long breeding cycles and high attrition rates, with high demand expected to persist through next year.
虎嗅 · 68d ago
Business
Chinese Cross-Border Innovators Shift to Premium Branding
Chinese cross-border entrepreneurs are moving away from low-cost, volume-driven models. They are now utilizing supply chain integration and real-time data to build high-value global brands.
钛媒体 · 68d ago
Business
Seres reports significant Q2 losses amid industry downturn
Seres expects a significant net loss for the first half of 2026, citing rising raw material costs and asset adjustments. The report highlights a broader industry trend of thinning profit margins in the Chinese EV sector.
虎嗅 · 68d ago
Business
Seres Forecasts H1 Loss of 1.5-1.8 Billion Yuan
Seres expects a net loss of 1.5-1.8 billion yuan for H1 2026, citing rising raw material costs and asset write-downs. The company's core subsidiary, AITO, has seen performance fluctuations.
36氪 · 69d ago
SetupAIInfrastructure
Infrastructure
Cyclical Industry Peaks and Capital Market Signals
The article analyzes historical patterns of cyclical industries, noting that massive IPOs and capital raising at market peaks often precede significant downturns. It highlights the current surge in semiconductor and storage industry investment as a potential signal of a future supply glut.
虎嗅 · 71d ago
Business
Disrupting the Outdoor Apparel Market with Tech
Chinese outdoor brands are disrupting the market by leveraging local supply chain advantages and self-developed functional fabrics to offer high-performance gear at a fraction of the cost of international premium brands.
虎嗅 · 71d ago
Business
India grants tariff exemptions for Apple's component imports
The Indian government has eliminated import tariffs on key smartphone and electronic components until 2029. This policy significantly benefits Apple as it continues to shift its manufacturing base to India.
cnBeta (Full RSS) · 72d ago
Business
Chinese air conditioner exports to Europe surge amid heatwaves
Record-breaking heatwaves in Europe have led to a massive surge in demand for Chinese-made air conditioners and fans. Chinese manufacturers are leveraging their agile supply chains and rapid production capabilities to meet this unexpected demand.
虎嗅 · 72d ago
Infrastructure
New Beiyang Forecasts 34%-56% H1 Profit Growth
New Beiyang expects H1 2026 net profit to reach 50-58 million RMB. Growth is driven by expansion in smart self-service terminals and logistics sorting solutions in domestic and overseas markets.
36氪 · 72d ago
Infrastructure
US Rare Earths Flow to Asia Amid Slow Domestic Demand
Despite government-backed efforts to bolster the US rare earth supply chain, miners are increasingly exporting to Japan and South Korea. Domestic demand for these critical materials remains insufficient to sustain local production growth.
Ars Technica · 73d ago
Infrastructure
Global sub-$400 smartphone shipments to drop 22% in 2026
Omdia reports that rising DRAM and NAND costs are putting significant pressure on the budget smartphone market. This cost inflation is expected to trigger a 22% decline in shipments for devices priced under $400 by 2026.
cnBeta (Full RSS) · 73d ago
Infrastructure
Jingce Electronic to acquire Shanghai Jingce, stock suspended
Jingce Electronic announced plans to acquire additional equity in its subsidiary, Shanghai Jingce Semiconductor, through share issuance and cash payments. The company's stock and convertible bonds have been suspended pending a formal transaction plan.
36氪 · 73d ago
Infrastructure
BOE Expects 54-69% Profit Growth in H1 2026
BOE Technology projects a significant net profit increase for the first half of 2026. The growth is driven by resilient display demand, strong LCD performance, and increased shipments of flexible AMOLED panels.
36氪 · 73d ago
Infrastructure
Memory Prices Surge as Electronic Gold
The memory chip market is experiencing a significant price surge, benefiting manufacturers heavily. This trend highlights the critical role of hardware infrastructure in the current AI-driven tech cycle.
钛媒体 · 73d ago
Business
Yahua Group's lithium pivot and profit surge analysis
Yahua Group, originally a explosives manufacturer, reports a 7x profit surge due to its strategic pivot into the lithium supply chain for EVs.
虎嗅 · 74d ago
Business
Are EV makers entering a 'de-CATL' cycle?
Automotive manufacturers are seeking to diversify their battery supply chains to reclaim profit margins, potentially challenging CATL's dominant market position.
钛媒体 · 74d ago