# supply chain
Latest news and articles about supply chain
Total: 114 articles found
Nvidia Moves Up the Chain: Partnership with Qnity Electronics Targets Advanced Semiconductor Materials
Nvidia has announced a collaboration with Chinese materials supplier Qnity Electronics to co-develop advanced semiconductor materials, a move aimed at securing critical inputs for AI chip production and optimising chip-to-material integration. The partnership reflects broader industry efforts to diversify and localise supply chains amid rising demand for AI accelerators and geopolitical friction over semiconductor technology.
Apple’s COO Makes a Show of China Ties: New Shenzhen Lab and Supplier Visits underscore Manufacturing Dependence
Apple COO Sabih Khan visited Shenzhen on March 17 to inspect a bonded-zone application research lab and key suppliers including Sunwoda and Foxconn, highlighting the company’s operational reliance on China. The trip underlines how onshore testing, automation and digital twins compress product-development cycles even as Apple pursues supply‑chain diversification.
Middle East Shock Sends Chinese Exporters Scrambling: Orders Halted, Prices Spike and Trade Shows Move Elsewhere
An uptick in Middle East conflict has disrupted Chinese exporters through halted orders, surging raw-material prices and cancelled trade fairs. Firms are responding with stockpiling, market pivots and price renegotiations even as Beijing both cuts export rebates on some goods and rolls out trade-facilitation measures.
Google Visits China to Vet Liquid‑Cooling Suppliers as AI Server Demand Surges
Google sent a procurement team to mainland China to evaluate liquid‑cooling systems for data‑centre servers, according to Chinese media. The move underscores the growing importance of liquid cooling for AI infrastructure and highlights the tension between operational needs and geopolitical pressures on supply chains.
Japan’s Lithography Crown Slips: Why a Once‑Untouchable Industry Is Losing Ground
Japanese lithography firms that once led the world are losing ground as the industry pivots to EUV technology, dominated by a Dutch incumbent. Technological lag, market consolidation and geopolitical export controls have combined to weaken Japan’s position, with implications for global chip supply chains and national industrial policy.
Fast‑growing Chinese Malatang Chain Faces Food‑safety Crisis After Duck Sold as Beef and Pork; Apology Deleted Amid Investigations
Liu Wenxiang Malatang, a rapidly franchised Chinese malatang chain, admitted lapses after multiple outlets allegedly sold duck labeled as beef and pork. The company posted and then deleted an apology while market regulators opened formal investigations, underscoring systemic risks in decentralised procurement amid rapid expansion.
SK Hynix Signals Long Memory Shortage and Eyes US ADR to Shore Up Supply and Funding
SK Group chairman Chey Tae‑won warned that the global memory chip shortage could last until 2030 and said SK Hynix will strive to stabilise prices. He also revealed the company is considering an ADR issuance in the United States to broaden funding options as it navigates a tight, capital‑intensive market.
China’s Snack Champion Follows IPO with a Push into Fresh Food — But the Strategy Is Risky
Mingming Hen Mang has quietly launched a fresh‑snack brand, You.Recommend, and opened a large mall store in Wuhan just before its Hong Kong IPO. The move targets consumers frustrated by high snack prices and aims to leverage the company’s supply chain, but perishable goods and already thin margins make scaling the concept risky.
China’s Pickled Chicken-Foot Scandal Exposes a Low‑bar, High‑risk Snack Industry — and Puts Market Leader Youyou in the Crosshairs
A CCTV consumer‑rights investigation accused several small producers of using hydrogen peroxide to bleach chicken feet, triggering industrywide alarm. Youyou Foods, the listed market leader, denied wrongdoing but still saw its stock and reputation pressured, highlighting systemic risks in a fragmented, low‑barrier sector that may face accelerated consolidation and regulatory tightening.
Mingming Hen Mang Goes Fresh: New Mall-Focused Chain Seeks to Reprice China’s Snack Aisles
Mingming Hen Mang has quietly tested a mall-focused fresh-snack chain, You.Tuijian, that emphasises short-shelf-life products and low prices. The move aims to escape the margins squeeze in bulk snack retailing, but it brings fresh logistical and execution risks even as it pressures established rivals on price.
How Pinduoduo Turned Village Corner Shops into the New Rural Commercial Hubs
Pinduoduo’s 2025 ‘free delivery to villages’ programme channels county-level transfer centres and village pick-up shops to absorb second-leg delivery costs, bringing parcels directly into rural communities. The initiative shortens the logistics ‘last mile’, boosts rural consumption, creates income for village shops and enables farmers to send produce to wider markets, though its long-term viability depends on scaling, subsidy management and addressing high per-parcel costs in dispersed, mountainous areas.
Supplier Calms Markets: Shandong Weida Says Battery Sales to Dreame Are Small and Non‑Material
Shandong Weida confirmed it supplies lithium battery packs for cleaning appliances to Dreame Technology but said those sales are a small share of revenue and will not materially affect results. The clarification aims to allay investor concerns about customer concentration and highlights a broader industry move by battery makers to diversify into consumer appliance markets.