# supply%20chain
Latest news and articles about supply%20chain
Total: 39 articles found
SK Keyfoundry Launches 200V BCD Power Process to Court EV and Industrial Customers
SK keyfoundry has launched a 200V, 0.18µm BCD process on 8‑inch wafers and plans to begin customer product development with an aim of mass production within the year. The capability targets demand for mature high‑voltage power ICs across EV subsystems, chargers and industrial power electronics and signals intensified competition in the specialty foundry market.
China’s Auto Rise Goes Global: BYD Targets Korea as Europe’s Old Guard Holds Ground
BYD is stepping up its overseas offensive with plans to launch at least three models in South Korea and a target of over 10,000 sales, reflecting a broader trend of Chinese automakers expanding globally. Despite rising volumes and strong EV adoption, China’s auto industry faces thin profit margins and intensifying competition from established international groups such as Stellantis.
SK Hynix Weighs U.S. AI Investment Hub to Centralise Group’s AI Bets
SK Hynix is exploring the creation of an AI investment arm in the United States to centralise group-level AI investments and speed strategic decisions. The plan would place the company closer to cloud customers, AI start‑ups and investors, and could shift SK Hynix toward higher‑value participation in the AI infrastructure ecosystem.
CATL and Yunnan Forge Strategic Pact to Turn Provincial Minerals into Battery Value Chain
Yunnan province and CATL signed a strategic cooperation agreement to develop battery manufacturing, zero‑carbon industrial parks and transport electrification, with CATL promising to convert local mineral resources into higher‑value products. The deal advances provincial industrial upgrading and CATL’s upstream integration strategy, but its benefits depend on effective execution and environmental oversight.
Washington Ploughs $1.6bn into U.S. Rare-Earth Mines — But Can It Break China’s Grip?
The U.S. is buying a roughly 10% stake in USA Rare Earth for $1.6 billion to hasten domestic rare-earth mining and processing and reduce dependence on China. While the investment is sizeable and politically significant, technical, environmental and resource-quality challenges mean breaking China’s dominance will be a slow and uncertain process.
Memory Makers Ride an AI-Fuelled Supercycle as Prices Soar — and Few Can Stop It
A surge in demand for AI‑related storage is driving rapid price rises across DRAM and NAND, with suppliers shifting to flexible, quarterly pricing and prioritising high‑margin AI products. Limited capacity growth — because investment is being spent on process upgrades rather than volume expansion — means the shortage looks structural and could persist through 2026–27, benefiting memory vendors but squeezing OEMs and raising the cost of scaling AI services.
AI’s Hunger for Memory Could Keep Global Chip Shortages Dragging On Until 2027
Synopsys CEO Sassine Ghazi warns that the current memory-chip shortage, driven by heavy demand from AI data centres, is likely to last through 2026 and potentially into 2027. Concentrated production, long lead times for new fabs and booming demand for HBM mean elevated prices and allocation pressures may persist, benefiting memory suppliers but squeezing device makers and other industries.
China Rare Earths Foresees Return to Profit as Price Swings Pinch Q4 Gains
China Rare Earths forecasts a net profit of RMB 143–185 million for 2025, reversing a RMB 287 million loss the prior year. The recovery was driven by a stronger first-half market and inventory write-backs, but fourth-quarter price falls in medium and heavy rare-earths triggered additional impairment charges that tempered full-year gains.
Yonghui’s Costly Copycat Gambit: Why Mimicking Pangdonglai Is Deepening Its Losses
Yonghui’s 2025 results reveal a RMB 2.14 billion loss and the fifth straight year of deficits after an aggressive refit programme modeled on Pangdonglai. Traffic gains from the refits have not translated into profit because Yonghui has replicated the superficial features of Pangdonglai without its deep labour, procurement and trust‑based economics, leaving the chain cash‑strained and dependent on a risky RMB 3.1 billion fundraising round.
LEO Satellite Boom Sparks High‑End PCB Arms Race in China
China's PCB industry is racing to capture a rising share of the booming low‑Earth‑orbit satellite market by investing in high‑frequency, high‑reliability boards and scaling production. Domestic firms have manufacturing scale and supply‑chain advantages, but still face certification and materials hurdles before they can fully capitalise on mass deployments.
Haidilao’s Founder Returns as Cash‑Strapped Youth Sap Growth
Haidilao’s founder Zhang Yong has returned as CEO after four years amid a sharp deterioration in traffic and profitability: first‑half 2025 revenue fell 3.7% and net profit 13.7%, with customer visits down 10 million. The chain’s high labour costs, failed expansion, and mixed results from incubated sub‑brands have left it vulnerable to increasingly price‑sensitive young consumers, forcing a management rethink on efficiency and product strategy.
Xpeng Delegation Visits Dong'an Power as Talks on Mass Production and Next‑Gen Engines Advance
Xpeng’s vice‑president Gu Jie led a delegation to Dong'an Power to discuss moving a production project into mass manufacture and cooperating on next‑generation engine technology. The meeting, attended by senior technical and commercial leaders from Dong'an, resulted in alignment on core issues and reflects a broader trend of EV makers partnering with traditional suppliers to secure hardware options and de‑risk production.