AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
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
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
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
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
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
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
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
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
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 · 72d ago
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
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
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
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
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
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
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
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
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
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
Toyota is investing $3.6 billion to expand its San Antonio plant, shifting some Tacoma pickup production from Mexico to Texas. The move is being framed by political figures as a success of current trade and tariff strategies.
The Next Web (TNW) · 74d ago
A large-scale lithium processing plant in Nasarawa State, Nigeria, has officially begun operations. The facility is a joint venture between Jiuling Lithium and Tianhua New Energy, targeting an annual capacity equivalent to 30,000 tons of lithium carbonate.
36氪 · 74d ago
South Korea is positioning itself as a high-end industrial entity, with forecasts suggesting a structural imbalance of 'strong outside, weak inside' over the next five years.
钛媒体 · 75d ago
The lithium battery industry has successfully raised nearly 25 billion, fueling a wave of production expansion. This capital influx highlights the strategic importance of energy storage and EV supply chains.
钛媒体 · 75d ago
Rising aluminum prices, driven by supply constraints and high demand from the EV sector, are squeezing profit margins for Chinese automotive manufacturers. The industry faces structural challenges as costs rise while downstream manufacturers demand price reductions.
虎嗅 · 75d ago
Luxshare Precision is pricing its Hong Kong IPO at the top of its range, aiming to raise $3.1 billion. The strong demand reflects investor confidence in Apple's supply chain ecosystem.
The Next Web (TNW) · 75d ago
The soup rice category is emerging as a new fast-food trend, leveraging standardized supply chains and light-asset models similar to successful bibimbap chains. While promising, the sector faces challenges regarding consumer perception of health and seasonal demand fluctuations.
虎嗅 · 75d ago
Facing significant store closures, Juewei is diversifying into a 'fresh snack' model that combines traditional卤味 (braised food) with bakery, nuts, and drinks. The company is leveraging its existing cold-chain supply chain to test this new, larger-format retail model.
虎嗅 · 75d ago
Apple's upcoming iPhone Ultra faces potential launch delays due to supply chain constraints, while standard iPhone 18 models are reportedly seeing reduced hardware specifications to manage costs.
虎嗅 · 75d ago
Baili Food has become China's largest Western-style seasoning company by leveraging the rapid expansion of domestic fast-food chains like Tastien and Wallace, challenging international incumbents.
虎嗅 · 75d ago