1 week ago US expanding ‘critical minerals’ roster to guide investment, rely less on China

The US government has drafted an expansion of its critical-minerals list to head off what an official said were potential “supply-chain disruptions”, in a move that experts say could help onshore more production of semiconductor chips, automotive systems and solar panels instead of relying on China. The US Department of the Interior released the draft 2025 List of Critical Minerals on Tuesday, adding 51 mined commodities such as copper, lead, potash, silicon and silver. This marks the second...

Politics

1 week ago NX China Showcases Global Logistics Solutions at Beijing Supply Chain Expo

NX China Showcases Global Logistics Solutions at Beijing Supply Chain Expo  LM - Logistics Manager

Politics

1 week ago China’s ‘little Nvidia’ warns investors of risks after stock gains 533% in year

Beijing-based AI chipmaker Cambricon Technologies, widely seen as a potential alternative to Nvidia in the Chinese market, has issued a rare warning about supply chain risks and excessive speculation in its shares, which have gained 533 per cent in the past 12 months. The company’s Shanghai-listed stock nearly doubled in the last month on a wider rally fuelled by China’s favourable policy support of local artificial intelligence chips and a new AI model from DeepSeek tailored for upcoming...

Events

1 week ago Trump’s latest tariff threats target China magnets, digital taxes

Trump’s latest tariff threats target China magnets, digital taxes  Supply Chain Dive

Events

2 w. ago China’s oldest carmaker eyes stake in Leapmotor amid EV surge

FAW Group, mainland China’s oldest carmaker, plans to acquire a 10 per cent stake in Stellantis-backed electric vehicle (EV) maker Leapmotor, as the state-owned automotive giant looks to enhance its competitiveness in the segment, according to Cailian, a Shanghai-based financial news outlet. The investment would pave the way for the two companies to jointly develop new EV models, fine-tune supply-chain management and bolster overseas expansion, the report said. Leapmotor declined to comment,...

Transport

2 w. ago NX China exhibited at 3rd China International Supply Chain Expo (CISCE) in Beijing

NX China exhibited at 3rd China International Supply Chain Expo (CISCE) in Beijing  nipponexpress-holdings.com

Politics

2 w. ago Unusual Machines Seen As Key Winner From America's Push To Cut China Out Of Drone Supply Chain

Unusual Machines Seen As Key Winner From America's Push To Cut China Out Of Drone Supply Chain  Yahoo Finance

Events

3 w. ago Bargaining chip: Nvidia’s efforts to please US and China get harder

On his visit to Beijing in July, Nvidia CEO Jensen Huang received a rock-star welcome as he announced to Chinese state media that Washington had assured the company that export licences for its H20 chips would soon be granted. Warmly greeted by Chinese entrepreneurs and government officials, Huang – who wore a Tang suit and addressed the audience with his rusty Mandarin at the state-backed China International Supply Chain Expo – earned national fame overnight. Just two weeks after Huang...

Economics

3 w. ago Chinese mega dam stops using Western industrial chips over security concerns

China’s Xiluodu Dam – one of the world’s largest hydropower stations – has fully transitioned away from Western-made industrial control chips over national security and supply chain resilience concerns, according to a leading Chinese industrial chip supplier. Loongson Technology said that the dam, located on the Jinsha River at the junction of the southwestern Yunnan and Sichuan provinces, had replaced long-standing foreign “programmable logic controllers” (PLCs) – from German giant Siemens and...

Events

4 w. ago Nvidia and AMD's 15% Revenue Pledge to the U.S. for China Chip Sales: Geopolitical Risk and Supply Chain Implications

Nvidia and AMD's 15% Revenue Pledge to the U.S. for China Chip Sales: Geopolitical Risk and Supply Chain Implications  AInvest

Politics