AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Surging copper prices due to supply-demand gaps are forcing downstream new energy industries to adjust their technical architectures. This shift highlights the critical role of raw material costs in energy transition hardware.
钛媒体 · 114d ago
Blue Origin's recent rocket failure has sidelined the New Glenn launch vehicle, creating significant delays for NASA's lunar missions. Additionally, Amazon must now seek alternative launch providers to maintain the deployment schedule for its Leo satellite constellation.
GeekWire · 114d ago
The founder of 7-Eleven Japan, Suzuki Toshifumi, passed away at 93. His legacy includes pioneering the 'single-item management' system and transforming convenience stores into essential social infrastructure.
36氪 · 115d ago
The global surge in AI investment is driving a new wave of Chinese exports. This economic shift is allowing Beijing to adopt a more relaxed stance toward a stronger yuan.
Bloomberg Technology · 116d ago
Volvo Car AB has reached an agreement with the US government to avoid a ban on connected vehicles tied to China. This allows the company to continue operations despite broader restrictions on Chinese-linked automotive tech.
Bloomberg Technology · 117d ago
Logistics tech company Stord has secured $250 million in Series F funding, bringing its valuation to $3 billion. The capital will be used to enhance fulfillment and inventory management for independent brands.
The Next Web (TNW) · 117d ago
Counterpoint Research predicts Samsung will regain the global smartphone market lead this year. Despite a projected 14.3% decline in global smartphone shipments in 2026, Samsung’s shipments are expected to grow 0.8% due to its integrated supply chain and distribution network.
cnBeta (Full RSS) · 31d ago
Chinese compound-semiconductor foundry Haiwei Huaxin said its second-largest shareholder, Haite Gaoxin, organized more than 100 people to enter the company by force. The group allegedly opened a safe and took four company seals, including the official company seal and contract seal.
cnBeta (Full RSS) · 32d ago
Google reportedly plans to move all Pixel manufacturing out of China by 2027, as rising component and trade costs put pressure on future devices. The shift could help reduce cost volatility and give future Pixel models more pricing flexibility.
Digital Trends · 33d ago
Google reportedly told suppliers that Pixel devices will no longer be manufactured in China starting next year. The plan, reported by Nikkei Asia, would represent a major shift in Google’s hardware supply chain.
Engadget · 34d ago
Google reportedly told suppliers that it plans to move all Pixel production out of China starting in 2027. The company is accelerating manufacturing expansion in Vietnam and India amid ongoing U.S.–China tensions and efforts to increase smartphone shipments.
cnBeta (Full RSS) · 34d ago
Ulvac shares fell sharply after the chip vacuum-pump supplier issued an annual outlook below analyst expectations. The company attributed the weaker forecast to production constraints.
Bloomberg Technology · 35d ago
The European Commission proposed the Industrial Accelerator Act on March 4, 2026, to accelerate industrial capacity and decarbonisation in strategic sectors. Its proposed ‘Made in EU’ rules begin with a 5% threshold and do not mention software, meaning the framework is not yet a direct software or AI procurement mandate.
The Next Web (TNW) · 38d ago
ChangXin Technology’s closing market capitalization reached 3.5 trillion yuan, surpassing Tencent Holdings at approximately 3.44 trillion yuan. The shift highlights the growing market importance of China’s semiconductor and memory sector, which supports AI infrastructure.
cnBeta (Full RSS) · 39d ago
The article examines the relationship between Unitree and Lingxin Qiaoshou, arguing that even highly precise components ultimately depend on the decisions of the complete-machine manufacturer. Its central question is whether Unitree’s position could become a vulnerability for a robotics company valued at roughly 40 billion.
钛媒体 · 41d ago
Bloomberg Technology will host a live Q&A examining how Apple’s major iPhone manufacturing expansion in India is changing global technology supply chains. The session is scheduled for August 12, 2026, at 10:30 a.m.
Bloomberg Technology · 41d ago
Jefferies downgraded Apple from hold to underperform and cut its price target from $285.56 to $263.66. Analyst Edison Lee cited weaker supply-chain leadership, difficulties introducing new iPhone form factors, and the cancellation of an all-glass model.
Bloomberg Technology · 41d ago
A TrendForce survey reportedly indicates that rising global DRAM prices could push memory’s share of the iPhone 18 Pro bill of materials to 42%. The expected component-cost increase may put pressure on Apple’s margins ahead of the launch.
cnBeta (Full RSS) · 42d ago
Alibaba and Meituan are rapidly expanding near-consumer warehouses to control instant-retail supply, delivery speed, and product availability. Meituan is combining self-operated networks, branded stores, vertical services, and socialized Lightning Warehouses, while Alibaba is bringing its e-commerce inventory into local fulfillment.
虎嗅 · 42d ago
Apple now produces all of its latest iPhone models in India, making the country its largest manufacturing alternative to China. The shift marks a major change from China’s long-standing dominance in iPhone production.
Bloomberg Technology · 46d ago
Hefei's economy grew rapidly, largely because ChangXin Memory Technologies drove a surge in semiconductor output and related supply chains. However, retail sales rose only 0.6%, revealing that capital-intensive memory manufacturing generates substantial GDP but relatively few middle-income jobs and limited consumer demand.
虎嗅 · 46d ago
Zhongji Innolight said the U.S. Federal Communications Commission has not issued restrictions on new Chinese data-center components, including optical modules.
36氪 · 47d ago
China’s three major stock indexes opened lower, with the ChiNext Index falling 3.35%. Optical module stocks led declines, while rare-earth and intelligent-driving shares gained ground.
36氪 · 47d ago
Chrome may soon make extension reviews easier to discover, but high ratings will not reliably prevent malware. Malicious behavior can be added through later updates or emerge after an extension listing is compromised.
Digital Trends · 48d ago
Elon Musk and Tesla denied a Wall Street Journal report that the company had considered spinning off, selling, or separating its China operations. The episode highlights the tension between Tesla’s dependence on Shanghai’s highly localized manufacturing and supply chain, and growing U.S.
虎嗅 · 48d ago
India is considering extending tax breaks to foreign companies that supply machinery to domestic electronics manufacturers. The policy could benefit Apple and Google as they expand local production.
Bloomberg Technology · 48d ago
Detroit automakers are seeing increased profits from high demand for fuel-powered trucks and SUVs. In contrast, European manufacturers are struggling with declining sales and restructuring pressures.
36氪 · 49d ago
The RatingDog Manufacturing PMI for China in July is reported at 50.9, down from the previous value of 51.7. The index remains above the 50-point expansion threshold.
36氪 · 49d ago
Dongshan Precision, a company that profited significantly from the 'chasing light' (optoelectronics) sector, has recently encountered security issues involving overseas entities.
钛媒体 · 58d ago
Lianchuang Electronic announced a trading suspension due to potential changes in its controlling shareholder and actual controller. A previous agreement with Beiyuan Intelligent has been terminated.
36氪 · 61d ago