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The Latest Breaking News from Supply chain

The Great Chip Divide: AI Chip War Pivots from Hype to Execution

Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.

MarketBeat

7 Grocery Items Getting More Expensive And What It Means for Your Weekly Bill

While some sections of the supermarket are seeing price drops, other aisles are experiencing severe inflation. Global weather events and complicated supply chain disruptions are pushing the cost of specific ingredients to historic highs. Families relying on these popular pantry staples are facing a painful reality check at the checkout…

Grocery Coupon Guide

What to Know as Amazon Announcement Sends UPS Stock Down

UPS stock sank as Amazon announced the launch of Amazon Supply Chain Services. Here’s what the new service means for AMZN and UPS shares.

Barchart

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As Amazon Launches Supply Chain Services, Here's How Barchart Data Says You Should Play AMZN Stock

Amazon Supply Chain Services launch sent AMZN stock higher on Monday. But Barchart data suggests Amazon shares will rip higher from here as the year unfolds.

Barchart

Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff

Amazon is leveraging its global supply chain to directly challenge legacy carriers, a strategic pivot that unlocks a significant and disruptive new revenue stream.

MarketBeat

Amazon takes on FedEx and UPS by letting other companies use its global warehousing and delivery network

Amazon Supply Chain Services (ASCS) is Amazon's answer to FedEx, UPS – shipping is now open to all.

TechRadar

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

Tom’s Hardware

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China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Tom’s Hardware

A US drone company is expanding amid the DJI drone ban. But as an American drone pilot, I’m not getting my hopes up yet

Skydio is investing $3.5 billion in the US drone market, including building up the supply chain, but the company hasn't announced a return to consumer drones

Digital Camera World

UK food prices set to rise 50 per cent by November as cost-of-living pressures persist

As the clock ticks toward November, UK families are bracing for an alarming 50% hike in food prices, a stark reminder of the ongoing cost-of-living crisis. Factors such as climate change, disrupted supply chains, and erratic energy prices are driving this inflationary tide, hitting essentials like pasta and olive oil…

The Times of India

Child labour, exploitation and deforestation: Is this the true taste of chocolate?

“Let's compete at shelf but let's collaborate in the supply chain,” the CEO of Tony’s Chocolonely told Euronews.

Euronews

How Afresh Technology Is Helping Supermarkets Eliminate Food Waste

Supermarkets throw away millions of pounds of perishable food every single year. This persistent inventory problem hurts corporate profit margins and places a heavy burden on local landfills. A technology company named Afresh recently raised $34 million to scale its predictive software across the retail industry. Their mission is to…

Grocery Coupon Guide

"Competition is good for the industry”. Inchcape CEO’s case for optimism in automotive’s next chapter

From the rise of Chinese competitors to supply chain shocks and the limits of top-down EV mandates, the global auto industry is entering a more complex—and more competitive—phase of transformation where consumer demand, not regulation, will determine the winners

Fortune

MacBook Neo could get an upgrade next year — I just hope Apple's RAM supply chain stays strong until then

Apple is reportedly ready to upgrade the MacBook Neo for 2027 with more RAM, but the ongoing RAM crisis might have an impact on plans if it lasts long enough.

TechRadar

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Clever Dude

Tool Recall Alert: More Than 2,000 Power Tool Models Have Been Recalled Since 2020—Why Your Drill Could Be Affected

Power tools sit in garages, sheds, and job sites across the country, ready to tackle everyday repairs and big renovation dreams. Many people trust their drills, saws, and grinders without a second thought, assuming manufacturers already tested every bolt and circuit for safety. Since 2020, however, regulators and manufacturers have…

International Business Times

U.S. Mint Gold Supply Reportedly Tied to Drug Cartel Mining Networks

Illegally mined Colombian gold was laundered through intermediaries, exported with paperwork that appeared legitimate, and eventually moved into formal global supply chains, according to a new report.

Grocery Coupon Guide

Nationwide Cantaloupe Recall What Shoppers Need to Know About Salmonella

Food safety is a critical concern for families loading up their grocery carts with fresh produce this spring. Federal health agencies recently issued a severe warning regarding a popular fruit sold at major national supermarkets. A dangerous bacterial outbreak is currently sweeping across the supply chain and causing severe illness…

The Conversation

Global supply chains cause environmental harm, but they can help repair it too

The COVID-19 pandemic drew attention to how central supply chains are to the global economy. It also exposed the human rights abuses that can occur up and down supply chains before goods arrive in our hands.

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Tom’s Hardware

Complex that supplies 70% of global critical PCB base targeted in Iranian strike — attack could fracture the already disrupted electronics supply chain

Fortune

Why the key to American drone dominance lies with blockchain

The U.S. is at a pivotal moment when it comes to reclaiming its drone supply chain from China.

MarketBeat

3 Overlooked Nuclear Fuel Supply Chain Winners

Nuclear energy demand is soaring, and companies occupying a niche space in the complex supply chain could be positioned to benefit as the industry grows.

The Guardian - UK

From syringes to stents: Iran war exposes NHS dependency on petrochemicals

NHS chiefs fear rising costs and healthcare shortages due to the shipping standstill in the Gulf

MarketBeat

USA Rare Earth's $2.8B Power Play to Secure the Supply Chain

USA Rare Earth is establishing an independent rare earth supply chain via a major Brazilian acquisition and a pivotal European processing partnership.

Axios

Supply chain cracks constrain AI boom

The Iran war threatens to squeeze the industrial inputs that chip manufacturers depend on.

Barchart

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

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