28 h. ago Nexperia crisis: how geopolitics disrupts a global chip supply chain

The ongoing dispute between China and the Netherlands over chipmaker Nexperia has highlighted how geopolitical tensions can disrupt an otherwise smooth global supply chain, according to analysts. Based in Nijmegen, Netherlands, Nexperia exemplifies a typical multinational company with front-end fabrication plants in Hamburg, Germany, and Manchester, UK, as well as back-end assembly facilities across Asia, including Dongguan, China; Laguna, the Philippines; and Negeri Sembilan, Malaysia. The...

Politics

3 d. ago How will China's rare earth restrictions affect investors and global supply chains?

How will China's rare earth restrictions affect investors and global supply chains?  The Economic Times

Economics

3 d. ago From Brussels to Beijing, new rules threaten global auto supply chain stability

From Brussels to Beijing, new rules threaten global auto supply chain stability  digitimes

Politics

5 d. ago Trump and Beijing exchange fresh threats as trade war intensifies

Trump and Beijing exchange fresh threats as trade war intensifies  Yahoo News UK

Events

5 d. ago Sinking Shanghai, iPhone Air sells out in China: SCMP daily highlights

Catch up on some of SCMP’s biggest China stories of the day. If you would like to see more of our reporting, please consider subscribing. 1. Double whammy: Shanghai is sinking while sea level rises fast Shanghai is sinking while the sea level along China’s coastline is rising fast – its fastest in 4,000 years – possibly threatening China’s financial hub and the global supply chain, scientists warn in a new study. 2. Ships divert, directors resign as US-China port fees rock shipping...

Politics

5 d. ago Double whammy: Shanghai is sinking while sea level rises fast

Shanghai is sinking while the sea level along China’s coastline is rising fast – its fastest in 4,000 years, possibly threatening China’s financial hub and the global supply chain, scientists warn in a new study. China faces a double threat from rising seas, as many of its largest and most economically important cities are concentrated in delta regions, which are flat lands close to water. They were ideal for urban development but extremely vulnerable to flooding, the team said. Shanghai,...

Politics

5 d. ago China’s double threat: Shanghai sinks as sea level rises fastest in 4,000 years

Shanghai is sinking while the world’s sea levels are rising fast – the fastest in 4,000 years – possibly threatening the Chinese financial hub and the global supply chain, scientists warn in a new study. China faces a double threat from rising seas, according to the multinational team, as many of its largest and most economically important cities are concentrated in delta regions – flat lands close to water that were ideal for urban development but remain extremely vulnerable to...

Events

6 d. ago US phones allies over rare earths, China’s food security: SCMP daily highlights

Catch up on some of SCMP’s biggest China stories of the day. If you would like to see more of our reporting, please consider subscribing. 1. ‘This is China versus the world’: US calls allies over Beijing rare earth curbs US President Donald Trump’s administration vowed on Wednesday to work with its allies and other countries to get an upper hand in its trade talks with China, claiming Beijing’s recent rare earth control as a sign of being an “unreliable partner” that threatens global supply...

Events

6 d. ago ‘Unnecessary panic’: China rebukes US officials’ comments on rare earths

Beijing on Thursday rebutted Washington’s characterisation of its recent rare earth export control measures as an action taken “against the world”, stressing it grants approval to compliant applications and is taking steps to expedite the review process, including the potential establishment of a green channel. Claims the policy will disrupt global supply chains “severely” distort and exaggerate China’s intent, “deliberately causing unnecessary misunderstanding and panic”, the Ministry of...

Politics

7 d. ago ‘This is China versus the world’: US calls allies over Beijing rare earth curbs

US President Donald Trump’s administration vowed on Wednesday to work with its allies and other countries to get an upper hand in its trade talks with China, claiming Beijing’s recent rare earth control as a sign of being an “unreliable partner” that threatens global supply chains. The remarks marked the latest in a series of threatened countermeasures, as Trump officials have previously announced 100 per cent tariffs on Chinese goods from November 1 and also struck back on such targets like...

Politics

8 d. ago Prominent Beijing Pastor Detained as China Intensifies Crackdown on Unregistered Churches

Prominent Beijing Pastor Detained as China Intensifies Crackdown on Unregistered Churches  Crosswalk.com

Politics

8 d. ago China Flexes Superpower Status Using Rare Earths in Global Supply Chain Grab

China Flexes Superpower Status Using Rare Earths in Global Supply Chain Grab  Bloomberg.com

Politics

1 week ago CHINA DRIVES STRONGEST GROWTH IN GLOBAL FACTORY PURCHASING SINCE MID

CHINA DRIVES STRONGEST GROWTH IN GLOBAL FACTORY PURCHASING SINCE MID-2022, WHILE NORTH AMERICAN MANUFACTURERS COOL IN SEPTEMBER: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX  Morningstar

Politics

1 week ago China’s new rare earth controls will hit global chip supply chain, analysts say

China’s latest export controls on rare earths are expected to have a direct impact on the global semiconductor supply chain, complicating the production of AI and memory chips from major US and South Korean suppliers, according to analysts. On Thursday, China’s Ministry of Commerce imposed a raft of new export controls on rare earth materials critical for the chip manufacturing process. It imposed restrictions on the export of technologies related to rare earth production, such as mining,...

Events

1 week ago China's new rare earth export controls will impact global chip supply chain, analysts say

China's new rare earth export controls will impact global chip supply chain, analysts say  Yahoo Finance

Politics

1 week ago Beijing Intensifies Scrutiny of Nvidia AI Chip Imports amid Ongoing Tensions with Washington

Beijing Intensifies Scrutiny of Nvidia AI Chip Imports amid Ongoing Tensions with Washington  kaohoon international

Events

1 week ago China’s CXMT edges closer to mainland IPO amid AI memory chip supply crunch

ChangXin Memory Technologies (CXMT), China’s top DRAM chipmaker, is taking a step closer to a mega initial public offering (IPO) on the mainland, as the high-end memory chip market experiences supply shortages amid the global artificial intelligence frenzy. CXMT had “resolved issues” related to the election of employee representative directors and the identification of state-owned shareholders, according to a statement on the website of the China Securities Regulatory Commission (CSRC). The...

Politics

2 w. ago China to Stockpile 169 Million Barrels of Oil by 2026, Southeast Asia Hubs Aid

China to Stockpile 169 Million Barrels of Oil by 2026, Southeast Asia Hubs Aid  The China-Global South Project

Politics

2 w. ago Return of Iran sanctions a moment of reckoning for China and the world

The rejection of the Russian-Chinese proposal at the UN Security Council on September 26 closed the final diplomatic window to delay the return of sanctions against Iran. This moment signals a turning point in Gulf security and global power dynamics. For Tehran, already battered by inflation and economic isolation, the return of sanctions narrows options and makes asymmetric responses more likely. The Strait of Hormuz, through which nearly one-fifth of global oil supply passes, remains Iran’s...

Politics

2 w. ago Beijing intensifies oil stockpiling amid global supply and sanctions

Beijing intensifies oil stockpiling amid global supply and sanctions  Invezz

Politics