AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Advises fast-consumer distributors to prioritize digitization layers (tools, systems, data) before AI adoption. AI works only if connected to real data, actions, and goals like inventory, cashflow, personnel.
虎嗅 · 139d ago
Samsung took 10 years to exit Chinese consumers' shopping carts. It has now embedded deeply into China's manufacturing foundation.
钛媒体 · 139d ago
China dominates global light modules but faces upstream tech gaps in CPO (Co-Packaged Optics). Continuous price rises signal supply shortages and innovation risks.
虎嗅 · 139d ago
Leaker '定焦数码' claims Apple is intentionally delaying standard iPhone 18 launch. The move is a strategic choice to extend iPhone 17 lifecycle amid supply chain strains.
cnBeta (Full RSS) · 139d ago
Prysmian CEO Massimo Battaini targets a €4 billion acquisition. The Italian cable maker is scouting amid nearing hyperscaler deals.
Bloomberg Technology · 141d ago
Amazon introduced a new package of logistics services for other companies. It provides access to Amazon's full portfolio of supply-chain and distribution offerings.
Bloomberg Technology · 141d ago
Amazon announced opening its global logistics network to all businesses. It launched 'Amazon Supply Chain Services' to compete directly with UPS and FedEx.
cnBeta (Full RSS) · 141d ago
Tesla launches China-made Model 3 Premium rear-drive at historic low 39,490 CAD (~$29,000 USD) in Canada, thanks to tariff quota deal reducing duties to 6.1%. Supply shifts from US Fremont back to Shanghai Gigafactory.
IT之家 · 143d ago
Wingtech Technology, Chinese owner of chipmaker Nexperia, faces delisting from Shanghai Stock Exchange after auditor issued a disclaimer of opinion. This stems from restrictions verifying Nexperia's overseas financial records amid a control power struggle over the Dutch subsidiary.
SCMP Technology · 146d ago
BYD is increasing the optional price of God's Eye B assisted driving laser edition from 9900 RMB to 12000 RMB on select Dynasty, Ocean, and Fangchengbao models. The hike is due to surging global storage hardware costs.
36氪 · 148d ago
The Iran war has disrupted supply of a key raw material for circuit boards, causing prices to surge 40% in April. This adds pressure on smartphone and PC manufacturers already grappling with rising chip costs.
Digital Trends · 149d ago
Canon shares dropped the most in a year after the camera maker cut its outlook below estimates. Soaring memory prices are impacting profitability.
Bloomberg Technology · 152d ago
Chinese EV makers halt price cuts and subtly raise prices amid battery cost surges, AI-driven chip shortages, and policy shifts. Lithium up 130%, carreg DRAM +180% due to AI data centers grabbing supply.
虎嗅 · 153d ago
With Tim Cook's potential exit, Apple is staking its next decade on a prominent engineer. The piece examines crises and opportunities facing China's 'fruit chain' Apple suppliers.
钛媒体 · 154d ago
India's ambitious manufacturing goals are hindered by China's tech dominance. Big Take Asia podcast explores why India relies on China to succeed.
Bloomberg Technology · 154d ago
Tesla plans to introduce the six-seat long-wheelbase Model Y L in India as early as next week, supplied exclusively from its Shanghai Gigafactory. This is the first new model since the standard five-seat Model Y launched there in July 2024, amid high import tariffs causing premium pricing and sluggish sales of just 227 units last year.
IT之家 · 158d ago
AI does not alter the fundamental economics of investment. It reshapes relative advantages for investors across different stages of the industry chain.
钛媒体 · 158d ago
Meta is increasing prices for its Quest 3 and Quest 3S VR headsets starting April 19 due to a RAM shortage. Quest 3S 128GB rises $50 to $349.99, 256GB $50 to $449.99, and Quest 3 $100 to $599.99.
TechCrunch AI · 159d ago
Meta is raising Quest VR headset prices due to global RAM shortage starting April 19. Quest 3S 128GB to $349.99 (+$50), 256GB to $449.99 (+$50), Quest 3 to $599.99 (+$100).
The Verge · 159d ago
Year-end flagship phones from multiple vendors will differentiate processor tiers, reserving full-spec top SoCs for Pro Max models only due to rising memory costs and low yields on new-process chips. Brands like Huawei, Xiaomi, OPPO, and vivo are adopting this strategy.
IT之家 · 160d ago
Apple's affordable MacBook Neo achieved early success with its first batch sold out in the consumer market. The company is urgently placing large additional orders with suppliers Hon Hai and Quanta.
cnBeta (Full RSS) · 162d ago
Microsoft has raised prices for Surface Pro 11 and Surface Laptop 7 by $500 due to global RAM shortage, now starting at $1,499 from $999. Last year, the company discontinued $999 versions in favor of $1,199 models with more storage.
The Verge · 162d ago
China's battery and solar industry leaders call for top-down government regulations to curb cutthroat competition amid severe overcapacity. This overproduction is eroding profits and risking industry stability, despite potential demand uplift from Middle East tensions.
SCMP Technology · 164d ago
Three chip manufacturers are making a bold gamble by collectively advancing into Hong Kong. The article questions the value of this strategic move amid industry pressures.
钛媒体 · 165d ago
Apple Inc. has hired Uber Technologies Inc.'s head of public policy and government relations for Asia-Pacific.
Bloomberg Technology · 165d ago
LianYun Tech, dubbed the 'storage brain,' enjoys a perfect industry cycle but remains in a downstream position. With a lofty 150x PE ratio, it drinks soup while upstream players feast on meat.
钛媒体 · 165d ago
Yahua Group communicated effectively with Zimbabwe government to resume lithium concentrate exports soon. Current inventory suffices for domestic production needs.
36氪 · 167d ago
Former Alibaba exec Ma Xuejun's Tmall Sheji Jia raises hundreds of millions from Tmall, launching CID (Customized, Industrialized, Digitalized) home renovation platform. Uses AI to integrate crafts, workflows, and supply chains into end-to-end system.
36氪 · 167d ago
Apple's Macs reached 11% US enterprise market share in 2025, up 2.4 points, driven by MacBook Air popularity and price cuts. MacBook Neo at $599 targets entry-level disruption amid rising component costs.
Computerworld · 168d ago
Apple faces unexpected issues in early test production of its foldable iPhone, potentially delaying shipments by months per Nikkei reports. Suppliers have been notified of the revised production schedule.
Engadget · 169d ago