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The Latest Breaking News from Supply chain

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

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

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

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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

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 Guardian - US

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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…

The Economic Times

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.

Tom’s Hardware

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.

International Business Times UK

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

MarketBeat

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 Economic Times

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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.

The Guardian - UK

‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war?

The economic warnings are bleak, but full extent of shortages are still not felt for many European countries

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International Business Times

Fed Officials Voice Growing Concern Over Inflation And Supply Chain Pressure From Iran War

Officials at the Federal Reserve are increasingly concerned over the economic fallout from the US-Israeli war with Iran, with several of them warning that inflation risks are becoming harder to contain as the conflict drags on.

Barchart

How to Invest in AMZN Stock as Amazon Launches AWS 2.0 — Amazon Supply Chain Services

Amazon announced its new unit, Amazon Supply Chain Services, in a plan to disrupt logistics akin to how it disrupted cloud computing.

The Economic Times

AlcoBev seeks costlier booze as costs spike

Alcoholic beverage makers are urging state governments for price increases. Rising costs for cans and bottles are impacting production. Supply chain disruptions, particularly from the West Asia crisis, have led to significant price surges for glass, paper, and other materials. Manufacturers face potential shutdowns.

The Economic Times

Singapore Airlines delays premium seat upgrade rollout to 2027

Singapore Airlines has pushed back the debut of its upgraded First and Business Class seats on the A350-900 fleet to early 2027. This delay, attributed to global supply chain and certification issues, impacts a S$1.1 billion cabin overhaul. The new interiors, part of a fleet-wide upgrade, will also feature on…

TechRadar

The entire AI revolution is being held hostage by party balloon gas — and it is not funny

AI's trillion-dollar supply chain breaks at the documentation layer.

Fortune

The Iran war's oil shock causes a plastic shortage in Asia, squeezing industries and prompting a 'Middle East plus one' rethink of supply chains

South Korea is probing firms suspected of hoarding syringes, which, alongside products like needles and gloves, are produced from petrochemicals.

The Guardian - AU

As Ukraine seeks to edge China out of its drone supply chain, Taiwan emerges as a quiet player

Taiwan’s reputation for tech excellence means it is a favoured alternative source for Ukrainian drone-makers

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