AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
Shenzhen-based storage module manufacturer Core Storage filed for a Hong Kong IPO, reporting a massive profit surge driven by the AI-induced memory price cycle. While the company claims technical capability in self-developed controllers, its revenue is heavily reliant on consumer-grade modules.
36氪 · 76d ago
SK Hynix's Dalian subsidiary has undergone a leadership change, with Li Bingqi succeeding Park Won-seong as the legal representative and director. The facility focuses on integrated circuit manufacturing and chip design.
36氪 · 76d ago
Surging demand for air conditioning in Europe is creating a significant market opportunity for white goods semiconductor manufacturers. This trend highlights a shift in supply chain dynamics for home appliance hardware.
钛媒体 · 76d ago
The Hungarian Tisza Party has secured a majority and plans to scrutinize battery factories, threatening the country's status as a European battery hub. This policy shift creates significant uncertainty for Chinese battery manufacturers operating in the region.
cnBeta (Full RSS) · 76d ago
The US electric vehicle market is struggling to compete with the influx of affordable Chinese EVs and hybrids. As American new car prices rise, the lack of low-cost domestic options creates a competitive disadvantage.
cnBeta (Full RSS) · 77d ago
UBTECH's latest humanoid robot has seen high sales volume but faces criticism regarding product quality and production capacity. Users report discrepancies between the marketed product and the actual hardware received.
钛媒体 · 77d ago
The State Post Bureau conducted a high-level survey of major Chinese courier companies, signaling a shift from price-based competition to quality-driven growth. The report emphasizes the integration of AI and big data to optimize operations and improve service standards.
虎嗅 · 77d ago
CATL has entered a strategic partnership with the Beijing Green Exchange to collaborate on carbon emission reduction methodologies and green supply chain finance. The partnership aims to align supply chain operations with international green standards using data-driven insights.
36氪 · 77d ago
Guangzhou officials visited Yiwu to study its digital trade infrastructure and supply chain management. The city aims to overcome traditional market fragmentation and boost its global trade competitiveness through digital transformation.
虎嗅 · 78d ago
The Chinese EV market shows a rebound in mid-2026 driven by policy subsidies and new product releases, despite ongoing cost pressures and intense competition.
虎嗅 · 78d ago
SAIC Volkswagen is facing a surge in complaints regarding premature cracking of Hankook tires on 2022-2024 models. Experts suggest a new rubber formula may be the root cause of these quality defects.
虎嗅 · 78d ago
Apple's new iPhone production in India faces significant security challenges, with detailed supply chain and design documents being leaked. The article critiques Apple's manufacturing strategy in the region.
虎嗅 · 79d ago
Lens Technology announced that its glass substrate business has not yet generated revenue. The company warns investors of potential risks regarding future development.
36氪 · 79d ago
Volkswagen is evaluating the feasibility of importing or producing China-developed models, such as the ID.Era 9X, for the European market. Internal opposition exists regarding brand image and potential tariff challenges for non-European-tech vehicles.
IT之家 · 79d ago
CITIC Securities reports that macroeconomic instability is causing divergence in commodity prices. They remain bullish on copper, lithium carbonate, and aluminum due to strong demand.
36氪 · 79d ago
This article analyzes how Yum China maintains market dominance through a complex, heavy-asset operational model supported by robust supply chain management and digital transformation. It highlights the company's ability to navigate economic cycles and maintain high profitability compared to industry peers.
虎嗅 · 79d ago
Automaker Slate is shifting to lower-cost batteries perfected in China. This transition is largely driven by the repeal of domestic sourcing requirements for EV tax credits.
Wired · 79d ago