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The Latest Breaking News from Supply chain

Get your G-Minus-2 on: China sets global power dynamics

China is leading global power dynamics with the US. India faces economic strain and a shifting geopolitical landscape. The nation's 'G-Minus-2' strategy is now a reality. China's new policies threaten supply chain diversification. India's economic vulnerability is evident. The Quad meeting in New Delhi will focus on China.

The Economic Times

Canadian-made sniper rifles surface in Russia; Manufacturer cites ‘fraudulent diversion’

Canadian-made sniper rifles surface in Russia; Manufacturer cites ‘fraudulent diversion’

A Canadian firearms company, Cadex Defence, confirmed its precision rifles were fraudulently diverted to Russia, bypassing sanctions. This revelation highlights vulnerabilities in global supply chains and sanctions enforcement, prompting investigations into the illicit flow of Western military hardware. The company is strengthening its due diligence to prevent future diversions.

The Economic Times

'Fuel scarcity' hits livelihood in Odisha, govt assures people of situation normalisation by Monday

'Fuel scarcity' hits livelihood in Odisha, govt assures people of situation normalisation by Monday

Odisha faces fuel scarcity, impacting daily wage earners and transport operators. The state government attributes the situation to panic buying and supply chain disruptions. Officials assure normalcy within 48 hours, with oil companies working to restore distribution. Citizens are urged not to panic as sufficient stock is available.

The Economic Times

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Why PM Modi Wants India to Host the Olympics

India is no longer dreaming small. During his visit to the Netherlands, Prime Minister Narendra Modi revealed four ambitions that could completely reshape India’s future. From hosting the Olympics to building semiconductor chips inside the country, the message was clear India wants to become a global powerhouse. But what surprised…

Tata Electronics, ASML join hands for semiconductor manufacturing in India

Tata Electronics and ASML are joining forces to establish chip manufacturing in India. This partnership will support Tata Electronics' new semiconductor Fab in Dholera, Gujarat. ASML's advanced lithography tools will be deployed. The collaboration aims to accelerate local talent training and build a resilient supply chain.

The Economic Times

High Liner Foods Q1 Earnings Call Highlights

High Liner Foods (TSE:HLF) reported stronger first-quarter sales and volume growth for fiscal 2026, but management said profitability was pressured by higher raw material costs, elevated promotions and supply chain constraints in key whitefish species. On the company’s earnings call, Chief Executiv

AI data centers require 36 times more fiber than designs with standard servers — severe glass shortages push cable lead times out to a full year

Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.

Tom’s Hardware

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Europe lacks everything needed to make its stock market a winner

Europe lacks everything needed to make its stock market a winner

European stocks have lost their momentum as investors shift focus from cheaper regional equities to the AI boom and seek refuge from a global energy shock. Europe's economic vulnerability to inflation and supply chain disruptions, coupled with a lack of AI-centric companies, has led to a significant underperformance compared to…

The Economic Times

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

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

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

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.

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

'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

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

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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…

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.

The Economic Times

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,…

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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.

International Business Times UK

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.

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-

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

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…

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.

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.

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