# supply%20chain
Latest news and articles about supply%20chain
Total: 39 articles found
Intel’s CEO Concedes Yield Shortfalls as AI Demand Outpaces Supply
Intel CEO Chen Liwu admitted on the Q4 2025 earnings call that the company has not fully met skyrocketing AI-driven demand because product yields are below his expectations. Intel has pledged to make yield improvements a top priority in 2026, but the admission triggered a sharp market reaction and raises competitive and supply-chain risks.
JD.com Bets on an AI Consumer Boom: 2025 Named the Year Smart Products Exploded
JD.com executives said 2025 marked a breakout year for AI consumption, with platform searches for “AI” up about 100x and sharp sales gains across smart devices. The company is consolidating AI products under a new business arm, investing in embodied-intelligence firms and leaning on a C2M supply-chain approach to scale consumer AI rapidly.
China’s Unitree Says It Shipped Over 5,500 Humanoid Robots in 2025, Signalling a Shift to Mass Market Scale
Unitree Technology said it shipped over 5,500 pure humanoid robots in 2025 and produced more than 6,500 robot bodies, clarifying earlier online confusion. The disclosure, if borne out, signals a shift in robotics from proof-of-concept demos toward mass production, but questions remain about verification, commercial viability and post-sale support.
China’s Robotics Race Turns Inward: Zhiyuan Spins Off Dexterous‑Hand Unit as Component Competition Intensifies
Zhiyuan Robotics has spun off its dexterous‑hand division into a new, majority‑owned company led by an industry veteran, reflecting a sectorwide pivot from whole‑machine integration to component specialisation. The move, alongside regulatory changes for surgical robots and advances across clean energy and machine tools, signals China’s industrial strategy shifting toward manufacturable, high‑performance subsystems that underpin next‑generation robotics and automation.
Crisis Lifeline: Xibei Secures A‑Round Backing from Restaurant Veteran Zhang Yong and Ex‑Alibaba Partner Hu Xiaoming as It Seeks a Comeback
Xibei has completed an A‑round capital increase led by investors including Xinrongji founder Zhang Yong and former Alibaba partner Hu Xiaoming, after a reputation crisis and the closure of roughly 100 stores. The funding is intended to stabilise cash flow, bolster supply‑chain capability and potentially preserve a path to a future IPO, but substantial governance and brand repair work remains.
Chinese Supplier Confirms It Made Grid Fins for 'Xingji Rongyao', Signalling Deeper Commercial Space Supply Chains
Guanglian Aviation confirmed it supplied grid fins for the Chinese vehicle 'Xingji Rongyao', a sign that private suppliers in China are producing flight‑critical hardware associated with guided re‑entry and potential stage recovery. This reflects growing technical sophistication and supply‑chain depth in China’s commercial space sector, with implications for market competition and technology governance.
CES 2026: The Year Physical AI Left the Screen — China’s Hardware Push and the End of Demo Theatre
CES 2026 moved the narrative from flashy demos to physical, embodied AI and underscored China’s shift from exporter to global supplier of AI hardware. Investors returned with cautious optimism: the technology is making measurable progress, but crowded categories and deployment challenges demand clearer paths to revenue and regulatory compliance.
Beijing Offers Interest Subsidies to Spur SME Investment in Strategic Supply Chains
China’s Ministry of Finance will subsidise 1.5 percentage points of interest on qualifying fixed-asset loans to private small and micro enterprises in targeted industrial chains, effective from January 1, 2026. The one-year pilot caps subsidy per loan at RMB 50 million and channels support through a designated set of banks with central–provincial coordination and auditing mechanisms.
Pinduoduo Bulks Up Lunar New Year Push with Deep Subsidies and Supply‑Chain Boosts
Pinduoduo has amplified its Lunar New Year campaign by upgrading a large subsidy programme and launching three major promotional tracks under its 百亿补贴 channel, combining deep price cuts, coupon and membership incentives, and targeted supply‑chain support. The move aims to spur festival spending, broaden market access for domestic and global fresh produce, and consolidate the platform’s reach into China’s counties and western regions.
Xibei’s Retreat: How a Social-Media Feud Exposed a Chinese Chain’s Fragile Economics
A public feud between Xibei founder Jia Guolong and influencer Luo Yonghao has coincided with a sharp operational retrenchment at Xibei, which plans to shutter 102 stores after reporting a 50% drop in January sales. The episode highlights how reputational attacks over alleged use of pre‑prepared ingredients can amplify real economic fragility in China’s full‑service restaurant sector.
Washington’s 100% Tariff Ultimatum Forces Chipmakers to Choose: Pay or Build
The U.S. has begun imposing tariffs on certain imported semiconductors and warned foreign memory makers that failure to expand production on U.S. soil could trigger duties up to 100%. South Korea’s government and firms such as SK Hynix are urgently reassessing strategy amid rising uncertainty, while the policy risk accelerates a geopolitical reorganisation of global chip supply chains.
Brussels Moves to Ban Huawei and ZTE Gear from EU Networks, Pushing a Fraught Tech‑Sovereignty Agenda
The European Commission is preparing a draft cybersecurity law to make exclusion of so‑called "high‑risk" suppliers—targeting Huawei, ZTE and other Chinese vendors—mandatory across the EU. The proposal seeks to replace a voluntary 2020 framework with binding rules, but faces legal, economic and political hurdles including heavy reliance on Chinese-made solar panels and resistance from telecom operators and some member states.