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The Latest Breaking News from Supply chain

Electrovaya (NASDAQ:ELVA) reported higher fiscal second-quarter revenue and profitability while cautioning that supply chain delays and macroeconomic uncertainty could affect the timing of some customer orders. On the company’s earnings call, Chief Financial Officer John Gibson said revenue for the

MarketBeat

Terrestrial Energy Q1 Earnings Call Highlights

Terrestrial Energy (NASDAQ:IMSR) said it advanced engineering, regulatory, supply chain and commercial milestones in the first quarter of 2026, as management emphasized rising electricity demand from artificial intelligence infrastructure, manufacturing reshoring and broader electrification as key d

MarketBeat

Why U.S. Made CO2 Gas Cylinder Suppliers Are Gaining Attention in B2B Supply Chains

For years, compressed gas cylinders sat quietly in the background of business operations. They were treated as equipment, not strategy. A restaurant needed carbonation. A beverage distributor needed dependable tanks. A specialty gas company needed cylinders that could move through the field without becoming a constant maintenance concern. The purchase…

inkl

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I helped design the original Tesla battery. Here's how America can lead the world again

Trying to replicate China's graphite supply chain is a trap. We should look to the silicon anode technology already being manufactured in Washington state.

Fortune

India's EV battery demand to grow 10 times to 200 GWh by 2032: IESA

India's electric vehicle battery demand will surge tenfold by 2032. This growth presents significant opportunities in component localization and supply chain development. The market is transforming with advancements in batteries, motors, and manufacturing. Electric two-wheelers lead sales, but passenger cars and light commercial fleets will drive future expansion. New battery…

The Economic Times

Who is Nitrogen group, what does Foxconn do and what data was hacked? Ransomware hackers claim breach at Foxconn

Who is Nitrogen group, what does Foxconn do and what data was hacked? Foxconn confirmed a cyberattack that affected some North American factories. The ransomware group Nitrogen claimed the breach and said it stole more than 11 million files and eight terabytes of data. The files may include customer information,…

The Economic Times

Supply-chain stress that peaked in covid heads higher again

Rising logistics costs and delivery times are pressuring central banks, with some indicators reaching multi-year highs, signaling potential inflationary pressures.

The Economic Times

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Apple's $1,999 Foldable iPhone Ultra Drops Face ID and Adds Touch ID — Six Things You Need to Know Before You Buy

Apple's $1,999 foldable iPhone Ultra drops Face ID for Touch ID and cuts the telephoto lens. Here are six things buyers need to know before the September 2026 launch.

International Business Times UK

AmpliTech Group Q1 Earnings Call Highlights

AmpliTech Group (NASDAQ:AMPG) reported sharply higher first-quarter 2026 revenue and wider gross margins, while management said it remains confident in the company’s full-year revenue outlook despite potential timing risks tied to supply chains, customer deployments and geopolitical factors. On the

MarketBeat

Aeluma Q3 Earnings Call Highlights

Aeluma (NASDAQ:ALMU) executives said the company is seeing increased customer interest in its photonics technology as artificial intelligence data center investment strains existing supply chains for optical components, while quarterly revenue remained roughly flat and the company narrowed its full-

MarketBeat

From Rs 6 crore to Rs 350 crore: How a former Navy doctor built a supply chain enterprise

India's logistics sector is transforming as brands shift to e-commerce and quick commerce, demanding faster, more responsive supply chains. Prozo, founded by Dr. Ashvini Jakhar, addresses this by offering shared, tech-enabled warehousing, enabling brands to scale without heavy infrastructure investment. This model bridges the gap for both new-age brands and…

The Economic Times

Reading the Stripes: Is The Industrial Recession Over?

Zebra Technologies' strong earnings and raised guidance signal a turning point for the industrial sector as supply chain hardware spending resumes.

MarketBeat

Chinese ‘cellular modules’ could be included in new expansion of federal restrictions

In banning Chinese-made cellular modules, the FCC could cause serious disruption to the supply chain of many electronic goods.

TechRadar

Here's how the Iran war is hitting key supplies for components, according to supply chain experts

The ripples span wider than you might think.

PC Gamer

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The Guardian - US

Did breakthrough in US fentanyl crisis start in China?

US overdose deaths have plunged, and some experts point to moves to restrict Chinese precursors

The Economic Times

Restaurant enablement startup Dil Foods raises $7.5 million in funding

Restaurant enablement platform Dil Foods has secured $7.5 million in a funding round led by Bikaji Foods family office. The startup plans to utilize these funds to expand into new cities, enhance its cuisine offerings, and strengthen its supply chain. Dil Foods aims to scale to 600 locations by FY28…

Tom’s Hardware

Trump administration reportedly debating ban on Chinese cellular modules in expansion of FCC crackdown — potential restrictions could impact everything from smart devices and routers to connected cars and industrial IoT systems

A Financial Times report claims the Trump administration is considering restrictions on Chinese cellular modules as the FCC escalates its crackdown on Chinese communications technology, potentially affecting massive portions of the global IoT and electronics supply chain.

International Business Times UK

UK Employment Forecast 2026: 163,000 Jobs Threatened as Iran Conflict Disrupts Supply Chains

A new forecast warns the UK could lose 163,000 jobs in 2026 as higher energy costs and supply chain disruption hit manufacturing, construction and consumer spending across key regions.

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MarketBeat

TMC Forges a New EV Supply Chain at the Bottom of the Sea

TMC the metals company secured a landmark deal with Allseas, positioning it to launch the first commercial deep-sea nodule collection system.

MarketBeat

Motorola Solutions Q1 Earnings Call Highlights

Motorola Solutions (NYSE:MSI) reported a stronger-than-expected first quarter of 2026, with record revenue, record first-quarter orders and an increased full-year outlook as demand remained solid across its public safety, enterprise security and defense markets. Chairman and CEO Greg Brown called t

The Economic Times

Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, Morgan Stanley says

Global hedge funds significantly increased their investments in South Korea, Japan, and Taiwan last week, reaching a decade-high in stock buying. This surge, driven by AI beneficiaries and the region's dominance in the tech supply chain, saw net exposure to these markets hit its highest point since 2010.

The Economic Times

Global Market Update | Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, says Morgan Stanley

Global hedge funds have heavily invested in Asian stocks, particularly in South Korea, Japan, and Taiwan. This buying spree, the largest in a decade, focuses on technology firms. Investors are seeking exposure to artificial intelligence beneficiaries. Major chipmakers in these countries are driving this trend. Asia's tech supply chain is…

The Conversation

The missing link in America’s critical minerals push isn’t mining – it’s processing expertise

The United States is spending billions of dollars to secure access to critical minerals – minerals and metals that are essential to modern technology, from electric vehicles to smartphones and military systems.

The Economic Times

Brazil's Embraer names Bharat Forge as supplier for forged raw materials

Brazilian aerospace giant Embraer has signed its first forged raw material supply contract with Indian firm Bharat Forge Limited. This agreement marks a significant step in Embraer's supply chain diversification strategy, aiming to enhance resilience and competitiveness while fostering the Indian aerospace industry's growth.

The Economic Times

Google seriously considering manufacturing AI servers in India: Minister Ashwini Vaishnaw

Google is seriously considering manufacturing AI servers in India, according to IT Minister Ashwini Vaishnaw, who noted HP has already begun production. This move aligns with Google's broader strategy of diversifying its global supply chain and follows its significant $15 billion investment in an AI hub in Visakhapatnam, Andhra Pradesh.

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