AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Foxconn reported June 2026 consolidated revenue of 15.055 billion TWD, an increase of 10.66% compared to the same period last year. However, cumulative revenue for the first half of 2026 remains down 21.90% year-over-year.
36氪 · 80d ago
The Huaqiangbei electronics market is seeing a price rebound for SSDs and RAM modules. Major brands like Samsung, Kingston, and SanDisk have all experienced upward price adjustments.
36氪 · 80d ago
China's logistics industry index reached 50.6% in June, showing steady growth across regions. Demand in manufacturing sectors like communication and electronic equipment remains strong.
36氪 · 80d ago
As of June 30, China's express delivery volume surpassed 100 billion units, reaching this milestone 9 days earlier than in 2025. This growth reflects the resilience of the logistics sector and steady expansion in the domestic consumer market.
36氪 · 80d ago
Alibaba's Hema SuperheSuan NB has expanded into Beijing with 6 new stores, coinciding with Meituan's Happy Monkey opening 7 stores. This signals a fierce competition in China's hard discount retail sector.
Pandaily · 81d ago
Tinci Materials is terminating its 243,000-ton lithium battery and fluorine material project due to overcapacity and declining market prices in the electrolyte industry.
36氪 · 81d ago
Dyness, an energy storage company founded by former BYD employees, is moving toward an IPO on the Hong Kong Stock Exchange. The company was established 9 years ago by Liu Yang, who spent 18 years at BYD.
钛媒体 · 81d ago
CECport released its 2026 semi-annual earnings forecast, projecting a net profit between 500 million and 530 million RMB. This represents a significant year-over-year growth of 176.43% to 193.01%.
36氪 · 81d ago
A new company, Ningbo Meishan Sese Operation Management, was established with a 500 million RMB capital. It is a joint venture between Ningbo Financial Development Investment, China Storage & Transportation Development, and Ningbo Port.
36氪 · 81d ago
Kingfa Technology has established a new subsidiary in Zhengzhou with a registered capital of 100 million RMB. The company focuses on R&D of bio-based materials, plastic manufacturing, and new material technology.
36氪 · 82d ago
Chinese manufacturing hubs are playing a critical role in the supply chain for the 2026 World Cup. The article explores why global events increasingly rely on specialized Chinese industrial clusters.
钛媒体 · 82d ago
The global nickel pricing mechanism is undergoing a fundamental shift driven by geopolitical competition. This article analyzes how China, Indonesia, and the US are maneuvering to control the supply chain.
钛媒体 · 82d ago
The export model for Chinese fruit is undergoing structural changes, including shifts in product categories, origin capabilities, and distribution channels. These changes reflect a modernization of the supply chain through data and technology.
钛媒体 · 82d ago
Ford reported a 10.3% decline in US sales for Q2, with EV sales plummeting by 40.7%. The company also faced production disruptions for its F-Series trucks due to an aluminium supplier fire.
The Next Web (TNW) · 82d ago
Tesla reported a 25% increase in vehicle sales for the second quarter of 2026. The company successfully cleared excess inventory as delivery numbers surpassed production volume.
Ars Technica · 82d ago
Salt Lake Shares released its H1 2026 performance forecast, projecting a net profit of 6 billion to 6.3 billion RMB, representing a year-over-year increase of 131.38% to 142.95%.
36氪 · 82d ago
Sony announced it will stop producing physical game discs for new PlayStation titles starting January 2028. Future releases will transition exclusively to digital distribution via the PlayStation Store.
The Next Web (TNW) · 83d ago
Major automakers including BMW, Tesla, and Chinese manufacturers are replacing copper wiring with aluminum in vehicle electrical systems. This shift is driven by the need for cost reduction, weight optimization, and supply chain stability.
cnBeta (Full RSS) · 83d ago
Xi'an Eswin Materials Technology has established a new wholly-owned sales subsidiary with a registered capital of 5 million RMB. The company focuses on semiconductor materials, specialized equipment, and related technical services.
36氪 · 84d ago
Sinochem International's application to acquire 100% equity of Nantong Xingchen Synthetic Materials has been accepted by the SSE. The deal is subject to regulatory review and approval.
36氪 · 84d ago
Chaowei Power Group has established a new subsidiary, Xinjiang Chaowei Magnesium Industry, with a registered capital of 200 million RMB. The company focuses on non-ferrous metal smelting and alloy sales.
36氪 · 85d ago
Sony has indicated that it does not intend to sell its next-generation PS6 hardware at a significant loss. The company is closely monitoring component costs to ensure a sustainable pricing strategy.
cnBeta (Full RSS) · 85d ago
A severe heatwave in Europe has led to a massive spike in demand for Chinese-made cooling appliances on Alibaba's international platforms. AliExpress reported triple-digit growth in sales for air conditioners and fans, with specific models selling out rapidly in Germany.
SCMP Technology · 85d ago
Due to persistent heatwaves in Europe, cross-border e-commerce platforms like AliExpress are reporting a massive spike in demand for portable air conditioners and fans. Localized inventory strategies have proven effective for merchants capturing this sudden traffic.
cnBeta (Full RSS) · 85d ago
Apple MacBook Pro dealers are demanding additional payments from customers who already paid for their orders, citing recent price hikes. This practice has sparked significant consumer backlash.
cnBeta (Full RSS) · 86d ago
Chinese-made electric tricycles, colloquially known as 'Sanbengzi', have become a surprise hit in European and American markets. Their success is driven by high cost-efficiency, robust supply chain integration, and a unique 'authentic' cultural appeal.
虎嗅 · 87d ago
Reports suggest the bill of materials (BOM) for the upcoming PS6 is approaching $1000. Despite high production costs, analysts believe Sony will likely maintain its release schedule without significant delays.
cnBeta (Full RSS) · 87d ago
Apple and Microsoft have increased prices for major hardware products including Xbox consoles, Macs, and iPads. The hikes are attributed to ongoing supply chain constraints within the memory chip market.
Bloomberg Technology · 87d ago
Bango is a community-driven platform designed to bring transparency to food commodity markets. It allows users to share real-time pricing, location, and vendor data to reduce price volatility and information asymmetry.
TechCabal · 88d ago
China's industrial profit growth has softened for the first time since November. This trend indicates that strong exports are currently insufficient to overcome the drag caused by weak domestic demand.
Bloomberg Technology · 88d ago