TMC Forges a New EV Supply Chain at the Bottom of the Sea TMC the metals company secured a landmark deal with Allseas, positioning it to launch the first commercial deep-sea nodule collection system. MarketBeat · May 12
Motorola Solutions Q1 Earnings Call Highlights Motorola Solutions (NYSE:MSI) reported a stronger-than-expected first quarter of 2026, with record revenue, record first-quarter orders and an increased full-year outlook as demand remained solid across its public safety, enterprise security and defense markets. Chairman and CEO Greg Brown called t MarketBeat · May 12
Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, Morgan Stanley says Global hedge funds significantly increased their investments in South Korea, Japan, and Taiwan last week, reaching a decade-high in stock buying. This surge, driven by AI beneficiaries and the region's dominance in the tech supply chain, saw net exposure to these markets hit its highest point since 2010. The Economic Times · May 12
Global Market Update | Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, says Morgan Stanley Global hedge funds have heavily invested in Asian stocks, particularly in South Korea, Japan, and Taiwan. This buying spree, the largest in a decade, focuses on technology firms. Investors are seeking exposure to artificial intelligence beneficiaries. Major chipmakers in these countries are driving this trend. Asia's tech supply chain is… The Economic Times · May 12
The missing link in America’s critical minerals push isn’t mining – it’s processing expertise The United States is spending billions of dollars to secure access to critical minerals – minerals and metals that are essential to modern technology, from electric vehicles to smartphones and military systems. The Conversation · May 11
Brazil's Embraer names Bharat Forge as supplier for forged raw materials Brazilian aerospace giant Embraer has signed its first forged raw material supply contract with Indian firm Bharat Forge Limited. This agreement marks a significant step in Embraer's supply chain diversification strategy, aiming to enhance resilience and competitiveness while fostering the Indian aerospace industry's growth. The Economic Times · May 11
Google seriously considering manufacturing AI servers in India: Minister Ashwini Vaishnaw Google is seriously considering manufacturing AI servers in India, according to IT Minister Ashwini Vaishnaw, who noted HP has already begun production. This move aligns with Google's broader strategy of diversifying its global supply chain and follows its significant $15 billion investment in an AI hub in Visakhapatnam, Andhra Pradesh. The Economic Times · May 11
‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war? The economic warnings are bleak, but full extent of shortages are still not felt for many European countries The Guardian - UK · May 10
Fed Officials Voice Growing Concern Over Inflation And Supply Chain Pressure From Iran War Officials at the Federal Reserve are increasingly concerned over the economic fallout from the US-Israeli war with Iran, with several of them warning that inflation risks are becoming harder to contain as the conflict drags on. International Business Times · May 7
How to Invest in AMZN Stock as Amazon Launches AWS 2.0 — Amazon Supply Chain Services Amazon announced its new unit, Amazon Supply Chain Services, in a plan to disrupt logistics akin to how it disrupted cloud computing. Barchart · May 7
AlcoBev seeks costlier booze as costs spike Alcoholic beverage makers are urging state governments for price increases. Rising costs for cans and bottles are impacting production. Supply chain disruptions, particularly from the West Asia crisis, have led to significant price surges for glass, paper, and other materials. Manufacturers face potential shutdowns. The Economic Times · May 7
Singapore Airlines delays premium seat upgrade rollout to 2027 Singapore Airlines has pushed back the debut of its upgraded First and Business Class seats on the A350-900 fleet to early 2027. This delay, attributed to global supply chain and certification issues, impacts a S$1.1 billion cabin overhaul. The new interiors, part of a fleet-wide upgrade, will also feature on… The Economic Times · May 6
The entire AI revolution is being held hostage by party balloon gas — and it is not funny AI's trillion-dollar supply chain breaks at the documentation layer. TechRadar · May 6
The Iran war's oil shock causes a plastic shortage in Asia, squeezing industries and prompting a 'Middle East plus one' rethink of supply chains South Korea is probing firms suspected of hoarding syringes, which, alongside products like needles and gloves, are produced from petrochemicals. Fortune · May 6
The Guardian - AU · May 6 As Ukraine seeks to edge China out of its drone supply chain, Taiwan emerges as a quiet player Taiwan’s reputation for tech excellence means it is a favoured alternative source for Ukrainian drone-makers
The Conversation · May 5 Over the past 15 years, NZ moved its fuel safety net offshore – now it’s being exposed Amid a worsening global energy crisis, New Zealand and Singapore’s freshly struck deal to keep fuel and other essential goods flowing is being touted as a boost to supply chain resilience.
TechRadar · May 5 Federal regulator to ban all Chinese labs from vetting US-bound devices over national security concerns – major supply chain shakeup will affect 75 percent of devices sold in the US Chinese labs are set to lose their FCC testing accreditation after a unanimous commission vote.
MarketBeat · May 5 The Great Chip Divide: AI Chip War Pivots from Hype to Execution Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.
Grocery Coupon Guide · May 5 7 Grocery Items Getting More Expensive And What It Means for Your Weekly Bill While some sections of the supermarket are seeing price drops, other aisles are experiencing severe inflation. Global weather events and complicated supply chain disruptions are pushing the cost of specific ingredients to historic highs. Families relying on these popular pantry staples are facing a painful reality check at the checkout…
Barchart · May 5 What to Know as Amazon Announcement Sends UPS Stock Down UPS stock sank as Amazon announced the launch of Amazon Supply Chain Services. Here’s what the new service means for AMZN and UPS shares.
Barchart · May 5 As Amazon Launches Supply Chain Services, Here's How Barchart Data Says You Should Play AMZN Stock Amazon Supply Chain Services launch sent AMZN stock higher on Monday. But Barchart data suggests Amazon shares will rip higher from here as the year unfolds.
MarketBeat · May 5 Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff Amazon is leveraging its global supply chain to directly challenge legacy carriers, a strategic pivot that unlocks a significant and disruptive new revenue stream.
TechRadar · May 5 Amazon takes on FedEx and UPS by letting other companies use its global warehousing and delivery network Amazon Supply Chain Services (ASCS) is Amazon's answer to FedEx, UPS – shipping is now open to all.
Tom’s Hardware · May 5 Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.
Tom’s Hardware · May 5 China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.