15 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

23 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

24 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

32 h. ago China says U.S. and Australia 'should play a proactive role' to bolster rare earths supply chains

China says U.S. and Australia 'should play a proactive role' to bolster rare earths supply chains  CNBC

Politics

59 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

64 h. 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

66 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 to navigate trade war with supply chains, says Paul Chan in US

Hong Kong will adjust to navigate lingering geopolitical tensions, welcoming new growth in supply chains, financial services and innovation, the finance chief has vowed while promoting the city’s opportunities in the United States. Financial Secretary Paul Chan Mo-po made his remarks at the end of his first in-person visit to Washington since 2019, as a fresh phase of the US-China trade war looms, with Hong Kong caught in the rivalry. “Geopolitical tensions will continue to be there for quite...

Events

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

Hong Kong will adjust to navigate lingering geopolitical tensions, welcoming new growth in supply chains, financial services and innovation, the finance chief has vowed while promoting the city’s opportunities in the United States. Financial Secretary Paul Chan Mo-po made his remarks at the end of his first in-person visit to Washington since 2019, as a fresh phase of the US-China trade war looms, with Hong Kong caught in the rivalry. “Geopolitical tensions will continue to be there for quite...

Events

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

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

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 ‘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

7 d. ago Trump administration warns China plans to control world's supply chains

Trump administration warns China plans to control world's supply chains  CBS News

Events

7 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

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

9 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