supply chain
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South Korea warns that Gulf turmoil could choke critical chip materials
March 5, 2026 -
Germany’s auto ecosystem risks a self-reinforcing capex flight
February 10, 2026 -
Memory prices surge, turning a component line into an earnings driver
February 10, 2026 -
Supply chain bottlenecks turn airline boom into an $11bn cost problem
February 6, 2026 -
Memory chip scarcity is stress-testing the AI boom
December 3, 2025 -
U.S. forges tight ally club to secure the AI industrial spine
December 2, 2025 -
European firms shift sourcing as China’s export curbs snarl supply chains
December 1, 2025 -
China’s chokehold on chips, metals and drone parts undercuts Western war planning
November 28, 2025 -
Samsung surges DDR5 prices as AI data centers drain supply
November 14, 2025 -
Nexperia halts wafer shipments to China arm, exposing auto chip weak link
November 3, 2025