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Automakers will rev up electric vehicle output

Location:

INTERNATIONAL

This is pushing up prices, and accelerating changes in product lines, corporate structures and supply chains. Meanwhile, major vehicle and parts manufacturers are investing…

IPEF failure will hurt US firms on digital trade

Location:

UNITED STATES

Although it does not have the force of law, the IPEF Supply Chain Agreement, along with the associated IPEF Critical Minerals Dialogue, is expected to strengthen chains of…

Huawei dispute risks escalating reprisals from China

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INTERNATIONAL

The development raises the prospect of retaliation against North American companies from Beijing, which is already incensed by US tariffs and restrictions on technology exports…

IPEF talks must contend with US political cycle

Location:

UNITED STATES

The IPEF is the Biden administration’s bid to strengthen the role of the United States in setting the 'rules of the road' for economic relations in the region. It has set an…

International supply chains pose green challenges

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INTERNATIONAL

Trade-offs with other policy concerns such as domestic job creation pose political dilemmas. Both green technology products and their inputs are increasingly seen as strategic…

China supply chains will complicate energy transition

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CHINA

These include equipment manufacturing and critical metals. The United States and allied governments see this dominance as a security risk and are taking steps to reduce it. The…

US companies reassess China risks

Location:

UNITED STATES

As the survey suggests, the worsening of US-China relations, particularly over Taiwan, together with COVID-19-related supply chain disruption and Western political pressure to…

Bloomberg story to fuel suspicion of China's hardware

Location:

INTERNATIONAL

Bloomberg report on Chinese supply chain attack.

US efforts to 'decouple' from China will hit limits

Location:

CHINA

These are being reinforced by Chinese measures to maintain this integration, albeit on terms that favour China. China remains deeply integrated into many global supply chains.

US-Korea-China chip move boosts supply chain stability

Location:

SOUTH KOREA

Separately, SK hynix has blocked a merger between the NAND (flash memory) sector’s third- and fourth-ranked firms, Kioxia -- which it partly owns -- and Western Digital.