#Supply Chain

Chinese humanoid robot maker UBTech is acquiring component maker Zhejiang Fenglong for $237M to secure its supply chain. The move signals a shift in the robotics race from AI to manufacturing at scale.

A review of the tech industry in 2025. An analysis of how Donald Trump's tariffs and the AI investment bubble scare reshaped global supply chains and markets.

Egg prices in South Korea have surged past ₩7,000 per carton amid a severe avian influenza outbreak that has led to the culling of 3 million hens. Is a major supply disruption imminent?

South Korea's LS Eco Energy is investing $19 million in Vietnam's rare-earth sector, a strategic move to diversify critical mineral supply chains away from China for EVs and robotics.

Japan's government is urging large companies to shoulder cybersecurity costs across their supply chains. The move follows major hacks and aims to bolster defenses for financially strained SMEs.

A new teardown reveals Huawei's latest smartphones contain nearly 60% Chinese-made parts by value. The company is accelerating its tech self-sufficiency, successfully localizing key components like CPUs and memory chips despite US sanctions.

The fallout from President Donald Trump's "reciprocal" tariffs is hitting footwear manufacturers in Vietnam and Indonesia hard. Canceled investments and shrinking margins signal growing distress in the global supply chain.

In the shadow of the AI chip war, Chinese exports of power and cooling equipment for data centers are surging. According to Nikkei Asia, the global AI boom is creating a major opportunity for these suppliers despite geopolitical tensions.

Mitsubishi Corp. will begin importing gallium from Kazakhstan in 2026, a strategic move to reduce Japan's reliance on China for the metal crucial to EVs and semiconductors.

The U.S. will increase tariffs on Chinese semiconductor imports in June 2027, according to a USTR filing. An 18-month grace period with zero duties offers a temporary reprieve, signaling a strategic move in the ongoing trade war.

RAM is the unsung hero in every device, but it's now a scarce and expensive commodity. Based on analysis from The Vergecast, here's why the chip is so hard to get right now.

Japan and Bangladesh have confirmed a broad economic partnership agreement to eliminate tariffs on key exports like steel and auto parts. Analyze the impact on supply chains and investment in South Asia.