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The Latest Breaking News from Supply chain

18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breath

Samsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-day walkout starting May 21, 2026. Samsung's memory chip workers were offered 607% salary bonuses — six times more than logic chip and foundry engineers building AI…

The Economic Times

ReposiTrak Q3 Earnings Call Highlights

ReposiTrak (NYSE:TRAK) reported essentially flat fiscal third-quarter revenue while highlighting stronger profitability, continued cash generation and new strategic initiatives tied to food traceability, artificial intelligence and in-store execution. On the company’s fiscal third-quarter 2026 conf

MarketBeat

OpenAI confirms security breach in TanStack supply chain attack, but says no user data was affected

Two devices were compromised by TeamPCP's infostealing malware.

TechRadar

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'Underground revolution underway in India': Anand Mahindra explains how thousands of MSMEs are quietly becoming world-class manufacturers

Anand Mahindra champions India's manufacturing strength, built quietly by workshops and medium-scale businesses. He stresses that future growth relies on these enterprises becoming world-class. Better roads, industrial parks, and simpler rules are crucial. This progress, seen in electronics and supply chains, mirrors China's early industrial rise. The real story unfolds…

The Economic Times

Electrovaya Q2 Earnings Call Highlights

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…

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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

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

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The Economic Times

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…

MarketBeat

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.

TechRadar

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.

PC Gamer

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.

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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.

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.

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