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The Latest Breaking News from Supply chain

Micron's $250 Billion Bet Could Reshape the AI Memory Race

Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.

MarketBeat

Luxury paper made in Italy from waste : a way to reduce pressure on forests

Did you know that something as simple as drinking a cup of coffee can help create eco-friendly paper? In Italy, a historic paper mill is turning agricultural and textile waste into raw materials to replace part of the cellulose traditionally sourced from trees.

Euronews

Global Market: Sovereign wealth funds pivot to strategic investments as AI takes centre stage

Sovereign wealth funds are increasingly prioritising national strategic goals over pure financial returns, with artificial intelligence and semiconductors emerging as key investment areas. Backed by governments, these funds are making fewer but significantly larger investments to strengthen technological leadership, supply chains and long-term economic resilience.

The Economic Times

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Asia growth improves but ADB warns of persistent headwinds

Asian economic growth is projected at 4.9% for 2026, a slight improvement from earlier forecasts. Lingering Middle East conflict impacts continue to weigh on supply chains and production costs. Inflation is expected to decrease to 4.3% in 2026 as oil prices stabilise.

The Economic Times

Micron Increases US Investment Plan to $250 Billion, Accelerates Domestic Chip Push as AI Race Heats Up

Micron Technology Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said Thursday the company has increased its planned U.S. manufacturing and research investment to more than $250 billion, expanding its commitment to domestic memory production and semiconductor supply chain capacity.

Benzinga

Micron Expanded U.S. AI Investments by $250 Billion. Its Stock Is Soaring

The stock has surged more than 250% in 2026 as demand for high-bandwidth memory and other AI-related semiconductor products continues to accelerate.

International Business Times

Premier Energies commissions 5.6 GW solar module plant in Telangana

Premier Energies commissioned a significant 5.6 GW solar module facility in Telangana. The company also began construction for a 6 GWh battery storage system. This expansion increases Premier Energies' module manufacturing capacity to 11.1 GW. These new projects aim to strengthen India's clean-energy ecosystem and supply chain. The company is…

The Economic Times

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NITI Aayog holds stakeholder consultation on critical mineral demand, supply chain security amid rising clean energy needs

NITI Aayog convened experts to assess India's future critical mineral needs. Discussions focused on demand, supply chain vulnerabilities, and domestic capabilities. India's clean energy and advanced manufacturing expansion will drive mineral demand. The nation faces import dependency, requiring supply source diversification and domestic value chains. These efforts aim to secure…

The Economic Times

India, Australia unlock uranium trade, step up energy and supply chain cooperation

India and Australia finalized uranium export administrative arrangements for peaceful purposes. Both nations committed to deepening bilateral energy trade and strengthening supply chains. They will advance energy trade and investment through existing economic agreements. Both countries will support uninterrupted energy product flows and enhance trade. They also agreed to enhance…

The Economic Times

SK Hynix's $28 billion US share sale draws more than seven times demand: Reports

SK Hynix's proposed $28 billion share sale in the US saw demand exceed offerings by seven times. This strong investor response highlights significant appetite for AI supply chain companies. The South Korean chipmaker is raising funds for new factories and equipment production. Investor optimism lifted SK Hynix shares by about…

The Economic Times

India flags inconsistencies in US forced labour probe, seeks resolution via trade talks

India urged the United States to address tariff concerns through bilateral trade negotiations. New Delhi questioned inconsistencies in Washington's proposed forced labor tariff framework. Exemptions for certain products undermine the policy's stated rationale, India argued. Industry representatives warned that tariffs would increase costs and hurt trusted supply chains. India maintained…

The Economic Times

Top fashion brands have a supply chain battle against extreme India heat

As Indian garment factories contend with soaring temperatures, worker efficiency and health have been jeopardised. Epic Group's facility in Odisha has introduced cutting-edge cooling technology to combat these challenges. Employees have reported substantial improvements in concentration and comfort in the climate-managed setting.

The Economic Times

ETtech Explainer: Has Swiggy become Indian-owned after a drop in foreign ownership?

The IOCC status will allow Swiggy’s quick commerce arm Instamart to own inventory, thereby improving margins and supply chain control. However, while the foreign shareholding in the company has dropped to less than half, Swiggy has not yet achieved IOCC status.

The Economic Times

Broadcom shares jump over 2% after Apple announces $30 billion chip deal

Broadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, strengthens Broadcom’s custom silicon business through 2031 and supports Apple’s strategy to build a domestic semiconductor supply chain.

The Economic Times

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inkl

American Casting & Manufacturing: 110 Years of Tamper-Evident Innovation in Cargo Security

Cargo theft and supply chain tampering have cost businesses billions of dollars over the past decade, and pressure on shippers, carriers, and logistics operators to secure freight has only grown stronger. Compliance requirements have tightened, and buyers across virtually every sector are asking harder questions about the sealing products they…

The Economic Times

Pidilite sees stable demand in FY27, raises concerns over higher input costs

Pidilite Industries expects stable domestic demand in FY27, supported by government policies and infrastructure investment. However, rising input costs and supply chain disruptions pose significant concerns for the company. The West Asia conflict has driven up prices of key raw materials like Vinyl Acetate Monomer. Despite these challenges, the company…

MyLifeXP

PM Modi’s Indonesia Visit Just Changed India’s Defence Game

India’s relationship with Indonesia has entered a new chapter, and this time, it is not just about diplomacy. It is about defence, technology, trade, education, and strategic influence across the Indo-Pacific. The biggest headline is Indonesia’s decision to acquire India’s BrahMos supersonic cruise missile, one of the fastest and most…

MarketBeat

Apple and Broadcom Forge a Decade-Long Silicon Fortress

Apple and Broadcom extended their chip and wireless component partnership through 2031, covering Apple's Baltra AI server chips, sending Broadcom shares up roughly 6% and securing a stable revenue base.

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MarketBeat

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.

The Economic Times

Swiggy shares jump 7% as foreign ownership falls below 50%. What this means quick commerce giant?

Swiggy shares rallied sharply on Tuesday after foreign ownership fell below 50%, taking the company closer to qualifying as an Indian-owned and controlled company. While no immediate operational changes follow, the milestone could eventually allow Instamart to own inventory directly, boosting margins and improving supply chain efficiency.

The Economic Times

Adani's Kutch Copper secures LME registration for 'Adani Copper' Grade A cathodes

Kutch Copper Ltd has achieved London Metal Exchange registration for its copper cathodes. This approval allows 'Adani Copper' to be delivered against LME copper futures contracts. The certification validates Kutch Copper's manufacturing excellence and responsible sourcing practices. This milestone strengthens India's role in the global refined copper supply chain. Adani…

The Economic Times

Swiggy becomes majority Indian-owned as foreign shareholding drops below 50%

The shift is significant for the food delivery and quick commerce major. In May, its shareholders had failed to pass a resolution to classify it as an Indian-owned and controlled company (IOCC), a status that would let its quick commerce arm Instamart own inventory directly, improving margins and supply chain…

The Economic Times

India's semiconductor push faces execution challenges, over 90% chip equipment still imported: Report

While India is building domestic capabilities in chip fabrication, packaging and testing, execution remains its biggest challenge due to heavy dependence on imported equipment and supply chain gaps, according to a report by Equirus Securities.

The Economic Times

India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabrication

India is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value chain. It will also strengthen incentives for chip design startups and material suppliers. Building a domestic supply chain is central to India's semiconductor strategy. This initiative aims to reduce import dependence…

The Economic Times

Global Market: Euro zone inflation risks persist despite oil price retreat, ECB's Schnabel warns

ECB Executive Board member Isabel Schnabel said the euro zone economy has not returned to pre-war conditions despite lower oil prices, citing persistent core inflation, energy market risks and supply chain pressures. Her remarks suggest policymakers remain cautious on inflation, while another ECB official struck a more optimistic tone on…

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