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#supply chain

Total 68 articles

When Hormuz Closes, China's Factories Stop
PoliticsEN
When Hormuz Closes, China's Factories Stop

Iran conflict threatens methanol supply chain to China, potentially disrupting manufacturing from plastics to paint. Analysis of geopolitical supply chain vulnerabilities

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HK
Haneul Kim
Trump's Iran Standoff Could Send Your Aluminum Bills Soaring
EconomyEN
Trump's Iran Standoff Could Send Your Aluminum Bills Soaring

Trump's tough Iran stance threatens global aluminum supply chains, potentially driving up costs for US and European manufacturers and consumers alike.

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SP
Seoyeon Park
Shimano's Warning: When the Bicycle Bubble Finally Burst
EconomyEN
Shimano's Warning: When the Bicycle Bubble Finally Burst

World's largest bicycle parts maker Shimano struggles with excess inventory in Europe and China as pandemic-era cycling boom turns into oversupply nightmare. What went wrong?

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SP
Seoyeon Park
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Your Next Phone Just Got More Expensive, Thanks to AI
EconomyEN
Your Next Phone Just Got More Expensive, Thanks to AI

Global smartphone market faces 13% decline in 2026 as AI data centers hoard memory chips. Even Apple and Samsung can't escape the crunch driving up device prices.

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SP
Seoyeon Park
The $10 Million Question: Why a Toy Company Fought Trump's Tariffs
CultureEN
The $10 Million Question: Why a Toy Company Fought Trump's Tariffs

Learning Resources paid over $10 million in tariffs before winning at the Supreme Court. But new tariffs started immediately. A look inside the global supply chain reality.

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MC
Minho Choi
India-Brazil Rare Earth Deal Challenges China's Grip on Critical Minerals
PoliticsEN
India-Brazil Rare Earth Deal Challenges China's Grip on Critical Minerals

India and Brazil sign critical minerals cooperation agreement, marking another step in global efforts to reduce dependence on Chinese supply chains.

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HK
Haneul Kim
Japan Bets Big on Australian Rare Earths as China Tightens Grip
EconomyEN
Japan Bets Big on Australian Rare Earths as China Tightens Grip

Sojitz expands Australian rare earth imports from 2 to 6 elements by 2027, adding samarium in April. Japan's supply chain diversification strategy challenges China's 80% market dominance

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SP
Seoyeon Park
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Why Japanese Auto Suppliers Are Betting on Canada
EconomyEN
Why Japanese Auto Suppliers Are Betting on Canada

Aisin partners with Toyota Tsusho and Taiwan's Minth to produce aluminum EV components in Canada, signaling supply chain diversification amid EV market slowdown.

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SP
Seoyeon Park
TSMC's Japan AI Chip Move: What It Really Means
EconomyEN
TSMC's Japan AI Chip Move: What It Really Means

TSMC shifts strategy to produce advanced 3nm AI chips at its second Japan plant. A deeper look at the geopolitical chess game reshaping global semiconductor supply chains.

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SP
Seoyeon Park
America's New 'Mineral Alliance' Targets China's Supply Chain Grip
PoliticsEN
America's New 'Mineral Alliance' Targets China's Supply Chain Grip

VP Vance proposes critical minerals trading bloc with price floors and tariff protection, asking allies to join efforts countering China's dominance in rare earth elements and processing.

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HK
Haneul Kim
The Glass Fiber That Big Tech Can't Live Without
EconomyEN
The Glass Fiber That Big Tech Can't Live Without

Japanese supplier Nitto Boseki's upgraded glass cloth could reshape AI chip manufacturing by 2028, as Nvidia and Google compete for access to this critical material.

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SP
Seoyeon Park
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Why Airbus CEO's Supply Chain Warning Matters Now
EconomyEN
Why Airbus CEO's Supply Chain Warning Matters Now

Airbus CEO identifies supply chains as biggest challenge facing the aerospace giant. Analysis of global manufacturing crisis and its broader economic implications for businesses worldwide.

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SP
Seoyeon Park
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