# supply%20chain
Latest news and articles about supply%20chain
Total: 114 articles found
Beijing Summons Maersk and MSC After Gulf Surcharges — A Warning That Could Ripple Through Global Shipping
China summoned Maersk and MSC executives to protest emergency surcharges and route suspensions following disruptions in the Strait of Hormuz, and signalled it may take further measures to protect trade stability. The meetings come amid a related Panama port dispute involving Chinese companies and highlight the growing politicisation of global shipping.
Foxconn’s Server Unit Rides an AI Boom — But Cash and Margins Tell a Cautionary Tale
Foxconn Industrial Internet posted blockbuster 2025 results as AI-server demand sent cloud-revenue soaring, but thin gross margins, a heavy reliance on purchased materials and weak cash conversion expose risks. The firm is scaling globally—especially in Mexico—and paying record dividends even as R&D intensity falls and financing fills the cash gap.
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
Foxconn Industrial Internet Rides AI Server Boom — But Cash, Margins and Concentration Leave Questions
Foxconn Industrial Internet posted sharply higher 2025 revenue and profits driven by explosive AI server demand, with cloud computing accounting for over 60% of sales. The boom has produced record sales but thin gross margins, a steep drop in operating cash flow, rising material costs and high customer concentration, leaving questions about cash conversion and sustainability.
CATL Says Battery Makers May Build the Car’s ‘Heart’ While Automakers Keep the Shell
CATL’s legal chief projected that battery makers could come to supply not only cells but also chassis and powertrain modules, leaving automakers to concentrate on exteriors and connected services. This potential reallocation of technical responsibilities would shift value and bargaining power in the EV supply chain, with implications for competition, safety, and geopolitical risk.
China Tightens Grip on Global EV Battery Market as Korean Suppliers Lose Ground
January 2026 SNE Research data show EV deliveries fell 2.1% year‑on‑year while installed battery capacity grew 10.7%, driven by larger packs and premium models. Chinese battery makers expanded their lead to 73.3% of global installed capacity, while South Korea’s top three suppliers slipped amid a sharp North American market slowdown following U.S. policy changes.
Apple Accelerates India Push: iPhone Production Jumps to About 55 Million, Now Accounts for a Quarter of Output
Apple raised iPhone assembly in India by about 53% last year, producing roughly 55 million units — nearly a quarter of its global iPhone output. The shift boosts India’s role in global electronics manufacturing, improves supply-chain resilience for Apple, but does not yet replace critical component suppliers concentrated in East Asia.
Meituan Begins Integration: Dingdong Founder Relinquishes CEO Role as CFO Steps Up
Dingdong Maicai’s founder Liang Changlin has stepped down as CEO but remains chairman after Meituan’s acquisition; CFO Wang Song was promoted to CEO to steer integration. The move reflects Meituan’s push to fold Dingdong’s supply‑chain strengths into its logistics network, though thin margins and intense competition leave execution risks.
Europe’s Offshore Wind Shortfall Turns Chinese Suppliers into the Continent’s Emergency Backstop
Geopolitical tensions in early 2026 have turned Europe’s offshore wind plans into an urgent energy-security imperative, prompting utilities to prioritise delivery certainty over price. Chinese wind-equipment makers—leveraging low-cost steel, proprietary transport fleets and near-term European assembly bases—have rapidly captured large contracts, but face shipping costs, margin pressure and potential EU protectionist responses.
Global Chip Sales Surge in January as AI and Cloud Demand Drive a 46% Yearly Jump
Global semiconductor sales rose to $82.54 billion in January 2026, up 46.1% year‑on‑year and 3.7% month‑on‑month, driven largely by AI‑related demand and broader market restocking. The rise strengthens revenues for chipmakers and equipment suppliers but is tempered by cyclical risk and geopolitical considerations that will influence capacity and supply chains.
Middle East Conflict Forces Dubai Dealers into a $30/oz Gold Fire Sale
Flight suspensions and airspace closures tied to the Middle East conflict have stranded large amounts of gold in Dubai, driving traders to sell at discounts of up to $30 per ounce to avoid mounting storage and financing costs. The disruption has created short-term tightness for Asian refiners and increased logistics costs, highlighting vulnerabilities in the physical bullion supply chain.
BMW Tests Humanoid Robots in Leipzig Using a Chinese ‘Dexterous Hand’ — A Milestone for China’s Robotics Exports
BMW is trialling Swedish AEON humanoid robots in its Leipzig plant for high‑voltage battery assembly, using an electric adaptive gripper supplied by Chinese firm Dahuan. The deployment is a technical and commercial test with broader implications for global robotics supply chains and the international acceptance of Chinese industrial components.