Topic
31 articles
Japanese companies linked to the chip supply chain are strengthening their foothold in India, drawn by Prime Minister Narendra Modi's push to make the country a semiconductor leader. The investment wave reflects a partial realignment of the global semiconductor supply chain as Japanese firms seek market share in a market heavily supported by Indian government incentives.
Germany's semiconductor sector is looking to deepen cooperation with Japan to reduce supply chain risks linked to China, amid rising US-China tensions. This strategic shift aims to strengthen resilience and reduce dependency on traditional economic partners.
John Ternus officially became Apple's CEO on Tuesday, succeeding Tim Cook after 15 years. He faces challenges including China market balance, White House political pressure, and the AI race. His first test comes at the September 9 iPhone event, where a foldable phone is expected.
Economists say the key to solving current economic problems is boosting domestic production to reduce external dependence and build a foundation for sustainable growth. This approach helps secure supply chains, create jobs, and stimulate domestic consumption. Coordinated policies and business efforts are essential to strengthen competitiveness and resilience.
Brazil is becoming a key alternative to China for rare earth supplies, attracting US and Australian investments. But new data reveals a surge in mining permits in sensitive areas, sparking environmental concerns.
The Panama Canal Authority will cut daily ship transits from early September due to low water levels from El Niño. The restriction could affect global shipping and raise transport costs.
After more than a year of renting 15 hectares of warehouse space near Ho Chi Minh City to test Vietnam as a major export hub, fast-fashion giant Shein has reportedly shifted its focus back to China due to lackluster outcomes. The decision highlights Vietnam's challenges in building a complete supply ecosystem for ultra-fast fashion, despite its labor cost and geographic advantages.
The US Department of Defense has committed a conditional $400 million loan to Sunrise Energy Metals to build the world's first primary scandium mine in Australia. This move aims to reduce reliance on Chinese supplies amid export restrictions on critical minerals for defense.
A recent survey shows about 80% of Japanese manufacturers view rare earth procurement as an urgent challenge or severe operational risk, amid China's tightening export controls on minerals essential for high-tech products. The findings highlight growing concerns over supply chain vulnerabilities and are prompting firms to diversify sources and invest in recycling and alternatives.
