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UNBELIEVABLE: 8 - The Untold Story

Broadcom Just Signed a $200 Billion AI Agreement. It Solves the Company’s Biggest Problem.

Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.

Barchart · Jul 29

Vertiv shares crash 14% in pre-market after Q2 revenue misses estimates

Vertiv shares fell 14% in premarket trading after second-quarter revenue missed estimates despite strong profit growth. The AI data centre equipment maker cited project timing and supply chain issues, while raising full-year guidance amid sustained global demand and expanding capacity.

The Economic Times · Jul 29

The Power of Information: Expert Explains How Artificial Intelligence Is Optimizing Supply Chains

The efficiency of global supply chains has long been measured by the ability to do more with less: lean inventories, fast deliveries, and synchronized operations across multiple continents. However, a series of events—including the COVID-19 pandemic, geopolitical conflicts, raw material shortages, climate change, and trade instability—has shown that speed alone…

inkl · Jul 29

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Trump bans new Chinese robots and power inverters over security fears

Explaining the decision, the FCC said the targeted products could expose the country to supply chain risks and cyber threats. "These devices could create supply chain vulnerabilities that could disrupt US economic and national security and could create a cybersecurity risk that threatened American critical infrastructure," the agency said. FCC…

The Times of India · Jul 29

Trump Administration Bans New Chinese AI Robots and Power Inverters Over National Security Fears: 'These Devices Could Create Supply Chain Vulnerabilities'

The Federal Communications Commission’s latest restrictions target emerging Chinese technologies that U.S. officials say could threaten America’s AI infrastructure, critical supply chains and cybersecurity.

Benzinga · Jul 29

Tiny crystals from a 17th-century shipwreck hold secrets of a global supply chain at the dawn of capitalism

Few episodes occupy a darker place in maritime history than the wreck of the Batavia.

The Conversation · Jul 29

Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

Potential U.S. tariffs on Chinese memory chips could boost Micron's pricing power and margins, while Apple faces rising component costs that threaten its hardware margins and premium valuation.

MarketBeat · Jul 28

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Spain identified a rare-earth deposit that could supply one-third of Europe's needs: could this massive discovery reduce foreign reliance, or will environmental battles kill it?

Europe might sit on its own green energy goldmine. Deep in central Spain, a major rare-earth deposit was discovered. It holds enough critical monazite to supply one-third of Europe’s needs. That could finally cut reliance on China for EV magnets. But there is a big catch. Severe drought and local…

The Economic Times · Jul 28

Air India's stumble creates a bigger problem than aviation duopoly

Tata's Air India faces major losses and market share decline. The airline's turnaround is a decade-long endeavor due to legacy issues. Global supply chain disruptions further complicate fleet modernization plans. These challenges weaken Air India's ability to compete with IndiGo. This situation raises concerns about future market competition and passenger…

The Economic Times · Jul 28

Supply chain group vows to uphold King's vision

The Thailand Supply Chain Network (TSCN) and its partners have pledged to follow His Majesty the King's first royal command of "continue, preserve and build up" by promoting knowledge-based cooperation, innovation and participation among stakeholders to support sustainable national development.

Bangkok Post · Jul 27

Air India's transformation 5-10 year journey; significant progress made: Tata Sons Chairman

Tata Sons chairman N Chandrasekaran says rebuilding the airline is a five- to ten-year effort, citing supply chain disruptions, fleet renewal, legacy system upgrades and talent creation as key challenges.

The Economic Times · Jul 27

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga · Jul 27

How Smart Packaging Decisions Improve Product Protection During Storage and Distribution

Product damage during warehousing and transit costs global supply chains billions of dollars each year, with some estimates pegging this figure over $100 billion. Many compromised shipments are rejected at distribution hubs due to inadequate barrier protection and physical packaging failures. Preventing these costly losses requires moving beyond basic corrugated…

inkl · Jul 27

India begins to China-proof its infra push after the TBM shock

India is accelerating efforts to localise mining and construction equipment manufacturing after Chinese export delays disrupted supplies of tunnel boring machines (TBMs) for key infrastructure projects. A proposed incentive scheme aims to reduce import dependence, strengthen supply chains, boost domestic manufacturing, expand exports and support India's ambitious infrastructure, mining and…

The Economic Times · Jul 27

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The Economic Times · Jul 27

China export curbs put $6.5 trillion global supply chains at risk: IEA

Global supply chains for critical minerals face acute economic security challenges. China's export controls on rare earth elements impacted downstream industries significantly. Critical mineral prices rebounded sharply in 2025 and early 2026. Top refining nations, led by China, accounted for most refined supply growth. Strategic stockpiles offer a short-term buffer…

Benzinga · Jul 26

EXCLUSIVE: US-Iran De-Escalation Is the Only Way to Lower Gas Prices, Analyst Says

The escalating tension in the U.S.-Iran war has rattled the global energy market, with supply chain disruptions leading to sharp increases in oil prices throughout markets as uncertainty looms over the Strait of Hormuz.

The Economic Times · Jul 26

Applying Chinese ecosystem learning to build Indian smartphone; eyes Rs 7,500 crore sales: NxtQuantum founder

NxtQuantum Shift Technology is a 100% Indian company. With more than two decades of experience in this industry, building brands into the Chinese ecosystem like Realme, learning the Chinese supply chain to economies of scale, the company is building a particular homegrown brand from scratch, Sheth said.

The Times of India · Jul 25

New Zealand is throwing away 1.22 million tonnes of food a year, and the first national tally shows farms and homes are the biggest leaks

New Zealand's first food-loss tally shows 1.22 million tonnes wasted annually. Primary production and households account for the largest food waste shares. This waste occurs before food leaves farms and after it reaches homes. Significant resources are lost with edible food discarded before consumption. Addressing this requires changes across the…

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The Economic Times · Jul 24

India imports 25 lakh tonne of urea, 7 lakh tons of DAP in Apr-Jun to meet domestic demand: Govt

India imported significant urea and DAP quantities during April-June this fiscal. Total fertiliser production reached 115.72 lakh tonnes in the first quarter. The government actively diversifies import sources to mitigate supply chain risks. Long-term agreements are finalised with Saudi Arabian and Russian companies for DAP. Indian companies are sourcing water-soluble…

The Economic Times · Jul 24

SOPPA expands focus on supply chain efficiency for SMEs, enterprises

The logistics player emphasises human-centric execution and technology integration as supply chains evolve.

The Economic Times · Jul 24

Japan to test rare-earth mining 6 km underwater

Japan will conduct extensive rare earth mining tests in February. These tests follow successful sample recovery from deep Pacific seabed locations. The nation seeks to reduce reliance on China for critical minerals. Traces of yttrium, gadolinium and dysprosium were found in recovered seabed material. This initiative aims to bolster Japan's…

inkl · Jul 23

How Logistics Technology Improves Transport Management

Transport keeps businesses moving every day. Goods must reach customers safely and on time. Transport logistics requires modern technology to make each process more effective. Modern companies provide fast transportation of goods. They also reduce mistakes and lower costs. The role of technology continues to grow across every supply chain.

The Economic Times · Jul 23

India's Ambassador Kwatra meets US Senator Sheehy, discusses defence ties

India's envoy Vinay Mohan Kwatra met Senator Tim Sheehy discussing defense cooperation. Kwatra also met commerce officials to deepen trade ties. Discussions focused on building secure supply chain partnerships. These engagements highlight strengthening bilateral relations between the nations. The meetings underscore growing collaboration in key sectors.

Bangkok Post · Jul 22

Japan rising: Building on AI and semiconductor leadership

The investment story of the first half of 2026 was straightforward: either an investor owned semiconductor stocks (but not just any semiconductor stocks) or they did not. If one held too little exposure or the wrong names, one simply stood no chance of keeping pace with the market.

The Economic Times · Jul 22

Tariffs alone will not produce sustainable generic medicine in US: IPA

The Indian Pharmaceutical Alliance believes tariffs alone will not build US generic drug manufacturing. Broader reforms are needed for fair pricing and supply chain stability. India supplies nearly fifty percent of generic medicines to the United States. Tariffs alone will not produce sustainable generic medicine onshoring. Reforms should address upstream…

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