AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
The article argues that in a changing economic cycle, traditional distribution models are failing. Brands and distributors must move beyond transactional relationships to become 'destiny communities' to survive market saturation.
虎嗅 · 79d ago
Despite reports of idle data centers, China's AI compute sector suffers from a structural mismatch where effective capacity fails to meet demand. The industry faces a dangerous gap between paper capacity and usable, high-performance compute resources.
Pandaily · 79d ago
This article analyzes the historical context of US strategic contraction, focusing on the Trump administration's efforts to reshape global trade and manage relations with China and Iran. It highlights the shift from expansion to a 'long game' strategy involving economic stabilization and resource control.
虎嗅 · 79d ago
Omdia reports a 7% year-over-year decline in US PC shipments for Q1 2026, the sharpest drop since 2023. The decline is attributed to rising memory and storage costs and a cooling commercial demand post-Windows 11 upgrade cycle.
36氪 · 81d ago
Major battery manufacturers including CATL and BYD's FinDreams Battery have committed to a 60-day payment cycle for SME suppliers, following similar reforms in the automotive industry to improve supply chain liquidity.
虎嗅 · 82d ago
Cainiao has launched a customized end-to-end logistics solution specifically for AI computing, intelligent manufacturing, and robotics companies expanding globally. This service aims to support the complex supply chain needs of high-tech hardware exporters.
36氪 · 82d ago
The surge in HBM production for AI applications is consuming global memory manufacturing capacity. This shift is causing supply constraints and price hikes for consumer electronics, including routers and smart home devices.
Pandaily · 82d ago
Tata Electronics experienced a data breach involving sensitive information related to its role as an Apple supplier. This incident highlights potential vulnerabilities in the supply chain security of major tech hardware manufacturers.
Engadget · 82d ago
Tesla's Nevada battery factory has reported nine major cargo thefts in January alone. These incidents highlight significant security vulnerabilities in the supply chain before products even leave the facility.
Wired · 82d ago
Chinese manufacturers DJI and Insta360 have captured nearly 90% of the global handheld smart camera market. Their success is attributed to superior supply chain integration and the rapid adoption of onboard computing and stabilization technologies.
SCMP Technology · 82d ago
China National Building Material Group has launched three large-scale, high-performance carbon fiber production lines in Lianyungang. These facilities cover general, high-strength, and high-modulus carbon fiber categories, marking a significant milestone for domestic material supply chains.
cnBeta (Full RSS) · 84d ago