# supply%20chain
Latest news and articles about supply%20chain
Total: 114 articles found
Nvidia Pours $4bn into Laser and Photonics Makers to Lock Down AI Data‑centre Supply Chain
Nvidia will invest $2 billion each in Lumentum and Coherent under multi‑year agreements that combine capital, procurement commitments and rights to advanced laser components. The deals aim to secure critical photonics supply for large AI data centres and to bring optics development into Nvidia’s broader ecosystem strategy.
JD’s ‘Hundred‑Billion Supermarket’ Gamble: Trying to Win China’s Daily Basket
JD has launched a “Hundred‑Billion Supermarket” channel and pledged over RMB20 billion in subsidies to drive roughly RMB200 billion in incremental sales, signalling a strategic push into high‑frequency grocery retail. The initiative intensifies a cross‑platform scramble—Pinduoduo, Alibaba and Meituan are pursuing similar moves—where logistics, supply‑chain scale and the ability to sustain subsidies will determine long‑term winners.
China Warns: Memory Chip Prices Surge on AI Demand, Forcing Consumer Electronics Price Rises
China’s price‑monitoring arm says DRAM and NAND prices have surged to multi‑year highs since September 2025, driven by explosive AI server demand, strategic capacity shifts by dominant suppliers, rising materials costs and downstream panic buying. The increases are already being passed on to PCs and smartphones and will weigh on manufacturing input prices and some consumer price categories until new capacity comes online.
Chinese GPU Maker Sees Shipments Surge but Posts 2025 Loss of ¥781m
MuXi reported ¥1.644 billion in 2025 revenue, up 121% year‑on‑year, driven by a notable rise in GPU shipments, but still posted a ¥781 million net loss. The results signal strong market acceptance of the company's GPUs while underscoring the persistent profitability and cash‑burn challenges facing China’s emerging AI‑chip vendors.
AI-driven Memory Crunch Set to Shrink Smartphone Shipments and Send DRAM Prices Soaring
A market forecast warns that an AI-driven shortage of DRAM and NAND will depress global smartphone shipments to about 1.1 billion units this year and keep memory tight through 2027. Contract prices for DRAM and NAND are expected to surge sharply, hitting low-margin Android brands hardest while advantaging suppliers and premium device makers.
Meizu Denies Bankruptcy Rumours as Smartphone Sector Faces Fresh Credibility Test
Meizu has publicly denied viral online claims that it is bankrupt, halting operations, or withdrawing its phones from sale, and said it will seek legal action against rumour‑mongers. The rebuttal aims to stabilise partners and customers but does not resolve the structural commercial pressures facing mid‑tier Chinese handset makers.
Memory Shortage Could Trigger a 13% Collapse in Smartphone Shipments in 2026, IDC Warns
IDC has cut its 2026 smartphone shipment forecast to about 1.1 billion units, forecasting a roughly 13% decline driven by a memory/storage chip shortage. The disruption favours large OEMs and major memory manufacturers, risks higher prices and delayed product launches, and could lengthen replacement cycles for consumers.
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Nvidia Promises Unseen “New Chips” at GTC — A Fresh Leap in the AI Infrastructure Arms Race
Nvidia CEO Jensen Huang announced that the company will unveil multiple unprecedented chips at GTC 2026, positioning the firm to push the next wave of AI infrastructure innovation. The reveal matters for cloud providers, chip rivals and national tech strategies because advances will affect performance, supply chains and geopolitical access to high‑end compute.
Chinese Robot Dog Unmasks an Indian Tech Embarrassment: University Admits It Bought, Not Built, the Demo
Galgotias University displayed a robot dog at India’s AI Impact Summit that it claimed to have developed, but later admitted the device was purchased from Chinese firm Unitree. The admission raises questions about transparency at government‑hosted tech showcases and highlights the gap between aspirational claims of indigenous capability and the practical realities of hardware development.
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
From TikTok Fallout to a Billion‑Yuan Food‑Delivery Bloodbath: China’s Top Commercial Surprises of 2025
China’s 2025 commercial surprises — from the overseas success of Xiaohongshu and the blockbuster Nezha sequel to Pop Mart’s meteoric rise, Starbucks’ partial China JV and a destructive food‑delivery subsidy war — reveal a market driven by cultural momentum, geopolitical spillovers and ruthless competition. These events expose both opportunity for scalable consumer IP and persistent structural risks in margins, supply chains and valuation dynamics.