5 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

13 h. ago China expert Miller: why supply chain ‘choke points’ matter most

China expert Miller: why supply chain ‘choke points’ matter most  Yahoo Finance

Science

14 h. ago China Says Dutch Nexperia Seizure Places Supply Chain at Risk

China Says Dutch Nexperia Seizure Places Supply Chain at Risk  Bloomberg.com

Events

49 h. ago Fall in China's exports of rare earth magnets stokes supply chain fears

Fall in China's exports of rare earth magnets stokes supply chain fears  Yahoo

Politics

57 h. 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

4 d. ago Hong Kong will navigate trade war with new strategies, Paul Chan says in US

Hong Kong will successfully navigate protracted geopolitical tensions, serving as a supply chain hub while providing financial services and innovation, the finance chief has said after a visit to the United States where he promoted the city. Financial Secretary Paul Chan Mo-po offered the upbeat assessment in an interview with the Post at the end of his first visit to Washington since 2019, with a fresh phase of the US-China trade war looming and Hong Kong caught up in the rivalry. “Geopolitical...

Events

4 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

5 d. ago Chinese EV maker Li Auto eyes global market with Hong Kong base

Chinese electric-vehicle (EV) maker Li Auto has set up its international headquarters in Hong Kong, paving the way for its overseas expansion amid intensifying competition at home. The Hong Kong operations would serve as a strategic base for the Beijing-based carmaker to “oversee its research and development [R&D], intellectual property management and international supply chain functions”, said InvestHK, the Hong Kong government’s investment promotion arm, in a statement on Thursday. Li Auto,...

Politics

6 d. ago Chip supply at risk in fight over Nexperia, unit of China’s Wingtech

Nexperia, the European semiconductor subsidiary of Chinese electronics part maker Wingtech, is caught in the crossfire of the US-China tech war and faces an uncertain future amid restrictions from both the Chinese and Dutch governments, according to analysts. The Dutch government has taken over Nexperia, a move that provoked strong opposition from its Chinese owner Wingtech, the Chinese government and players in China’s semiconductor supply chain. They have vowed to fight for control of the...

Events

7 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

8 d. ago Trump’s tariff tirade is nothing more than hurtful political theatre

Markets that seemed initially unconcerned about US-China trade tensions reacted sharply last Friday to US President Donald Trump’s decision to impose an extra 100 per cent tariffs on Chinese imports. Wall Street, driven by AI-focused tech companies, lost around US$2 trillion in value. This increase in dependence on China’s supply chain suggests that any further escalation could trigger a market bubble burst. Mixed messaging from Trump to try to keep China off balance isn’t helping to ease...

Politics

1 week ago Weaponizing the Supply Chain: Inside China’s New Rare Earth Export Restrictions

Weaponizing the Supply Chain: Inside China’s New Rare Earth Export Restrictions  Modern Diplomacy

Events

1 week ago Trump plans fresh China tariffs in response to rare earth export controls

Trump plans fresh China tariffs in response to rare earth export controls  Supply Chain Dive

Politics

1 week ago Trump’s 100% tariff on China threatens new supply chain shock

Trump’s 100% tariff on China threatens new supply chain shock  Yahoo Finance

Events

1 week ago The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare

The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare-Earth Curbs  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 Chinese battery shares slide after Beijing imposes export controls over supply chain By Reuters

Chinese battery shares slide after Beijing imposes export controls over supply chain By Reuters  Investing.com

Politics