AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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 · 49d 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
The article analyzes the '15th Five-Year Plan' for China's textile and apparel industry, projecting growth driven by quality, scenario-based consumption, and sports/outdoor sectors.
虎嗅 · 62d ago
Tianjin reported a total foreign trade value of 405.9 billion RMB in the first half of 2026, a 2.4% year-over-year increase. Exports specifically grew by 9.2%, reaching a record high for the period.
36氪 · 64d ago
Due to DRAM shortages and market instability, Windows laptop users are expressing frustration with the current state of the PC market. Some former critics of Apple's pricing and closed ecosystem are now considering switching to MacBook.
cnBeta (Full RSS) · 64d ago
President Trump has criticized Canada for wildfire smoke affecting US air quality, threatening to impose tariffs to cover the associated damages. He labeled the situation unacceptable and blamed Ottawa's forest management policies.
cnBeta (Full RSS) · 65d ago
Zhaoyan New Drug reports a massive 1300% profit increase driven by the high demand and price of laboratory monkeys. The company is a key player in the pharmaceutical research supply chain.
钛媒体 · 65d ago
Following reports of air suspension failures in Xpeng X9 vehicles, Konghui Technology stated that its delivered 1.47 million units have not experienced batch leakage issues. Xpeng has extended the warranty for the air spring system to 8 years or 160,000 km to address customer concerns.
cnBeta (Full RSS) · 65d ago
Qiangyi Semiconductor, a leader in probe cards, announced that its chairman Zhou Ming will transfer half of his shares to his spouse due to a divorce. The transferred stake is valued at approximately 6 billion RMB.
虎嗅 · 65d ago
Shipping traffic through the Strait of Hormuz dropped to its lowest level in three weeks, with only 8 vessels recorded on July 16th. Data provided by Kpler indicates a continued weakening of maritime activity in the region.
36氪 · 65d ago
Major US technology companies including SpaceX, Intel, and Nvidia faced downward pressure in pre-market trading. The decline spans across hardware, cloud, and AI infrastructure sectors.
36氪 · 66d ago
In June, the import and export volume of the nine mainland cities in the Greater Bay Area exceeded 1 trillion RMB for the first time. The region's trade growth significantly outpaced the national average in the first half of the year.
36氪 · 66d ago
Zhongyan Dadi plans to acquire a 60% stake in Xinhuanyu Precision, a specialized manufacturer of PCB precision drills and milling tools. This strategic move aims to integrate high-precision manufacturing capabilities into their portfolio.
36氪 · 67d ago