13 h. ago Nvidia To Appear At China's Top Supply Chain Expo Despite Escalating US

Nvidia To Appear At China's Top Supply Chain Expo Despite Escalating US-China Chip War: Beijing Calls Participation 'A Vote Of Confidence'  Benzinga

Politics

15 h. ago China hails Nvidia expo appearance as ‘vote of confidence’ amid tensions

China has announced that US semiconductor giant Nvidia will attend its flagship supply chain event for the first time, despite growing tensions between the two countries over a string of trade and technology issues. Nvidia will be among more than 100 exhibitors from the United States and Europe attending the China International Supply Chain Expo in July, the event’s organiser confirmed during a press conference on Tuesday morning. The artificial intelligence chip firm’s appearance in Beijing...

Politics

22 h. ago China attains leverage in trade war on the back of its trump card, rare earths.

The United States remains a dominant power in finance, while China has a pre-eminent position in the global industrial supply chain. That distinction between the world’s two largest economies was highlighted in the latest trade talks between Beijing and Washington, when China leveraged its trump card – rare earth elements. China dominates the global supply of rare earths, including 70 per cent of mining and around 90 per cent of refining these minerals. Rare earths are vital components in a vast...

Politics

26 h. ago How America's new plan to cut China's supply chain for Apple, Google, Samsung and other technology compan

How America's new plan to cut China's supply chain for Apple, Google, Samsung and other technology compan  Times of India

Technology

32 h. ago China’s economic data, PLA’s patrols in disputed waters: 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. The US-China rivalry is reshaping global supply chains – who benefits most? Supply chain competition between China and the United States is set to intensify over the next five years, with eight developing countries – including four in the Association of Southeast Asian Nations (Asean) – poised to benefit from the relocation of manufacturing from China,...

Economics

4 d. ago China’s car industry runs on empty as supply chain bills go unpaid

China’s car industry runs on empty as supply chain bills go unpaid  Financial Times

Politics

5 d. ago India in touch with China about supply chain predictability after rare earths curbs

India in touch with China about supply chain predictability after rare earths curbs  Reuters

Politics

6 d. ago ‘Making a dent’: race is on to reap rare earths elsewhere amid China’s dominance

Beijing’s imposition of rare earth export restrictions from April – playing its trump card in the face of Washington’s intensifying tariffs and tech curbs – helped send a message to Washington ahead of this week’s discussions over bilateral export-control issues. Considered a trump card because rare earths have an outsized impact on auto, electronics and defence industries, and China dominates the supply chain, the trade in such critical minerals is widely expected to be among the key topics...

Politics

8 d. ago Ahead of US trade talks, China’s rare earth trade data from May sends a message

In a reflection of Beijing’s ability to quickly leverage its dominance over the critical-mineral supply chain, the value of rare earth elements exported by China last month plunged by nearly half compared with a year prior. The official data came as analysts have been saying that China’s export controls over large quantities of critical minerals are like the ultimate trump card in trade negotiations with the United States. The world’s second-largest economy exported rare earth elements worth...

Politics

9 d. ago “All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply

“All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply-chain odyssey  Fortune

Economics

1 week ago White House extends exclusions for Section 301 China tariffs

White House extends exclusions for Section 301 China tariffs  Supply Chain Dive

Events

2 w. ago Boeing’s China hopes face trade war headwinds, supply chain risks: analysts

Boeing expects Chinese airlines to resume orders that were paused during the trade war with the United States, but analysts warn supply chain constraints and tariff uncertainties could slow actual deliveries. Kelly Ortberg, CEO of the American aircraft giant, said Chinese airlines have confirmed they would begin taking deliveries of Boeing planes this month after Beijing and Washington agreed to a 90-day trade truce in May. In April, Ortberg was quoted as saying that deliveries to China had been...

Events

2 w. ago How dependent is America’s arsenal on China’s critical mineral supply?

The US defence sector is dependent on critical minerals for its advanced weapon systems, but it has relied on China to meet its demands. As Beijing tightens export restrictions, there is a growing risk to the Pentagon’s military readiness and supply chain security. The big picture China dominates the global supply of rare earths, including more than 90 per cent of the world’s processing and refining. It also has an edge in most other critical minerals, such as refined gallium, of which it...

Politics

2 w. ago Why remaining tariffs could clip Chinese airlines’ wings, and Boeing’s

Despite recent tariff cuts, remaining duties on imports from the US could force Chinese buyers of Boeing jets to pay millions of US dollars more than before and, along with worldwide delivery delays, contribute to a sharp slowdown in the growth of China’s aviation capacity, analysts said. Held back by tariffs and global supply chain constraints, China’s civil aviation passenger capacity is likely to grow by an average of 3.1 per cent a year until 2028, analysts at China International Capital...

Politics

2 w. ago Boot Barn targets 5% China sourcing share for exclusive brands

Boot Barn targets 5% China sourcing share for exclusive brands  Supply Chain Dive

Events

3 w. ago Trump tariff pause bumps up China imports, but retail shelf supply risk remains elevated: CNBC Supply Chain Survey

Trump tariff pause bumps up China imports, but retail shelf supply risk remains elevated: CNBC Supply Chain Survey  CNBC

Politics

4 w. ago Opinion | China is opening a new front in its supply chain war

Opinion | China is opening a new front in its supply chain war  The Washington Post

Events