supply-chain
180 bookmarks · page 2 of 4
2026-04-23 · linkedin.com

🚨 DDR4 / LPDDR4: The Beginning of the End — or a Strategic Reset? The memory industry is approaching a pivotal inflection point—and the signals are becoming impossible to ignore. Recent developments from Samsung indicate that legacy nodes such as LPDDR4 (and increasingly DDR4)…
2026-04-19 · warontherocks.com

The U.S.-Israeli war with Iran, now in an unstable ceasefire, has exposed a structural failure in the global semiconductor memory supply chain, and it is
2026-04-17 · bellingcat.com

Indian companies have sent more than 320 million synthetic opioid pills to West Africa – where they have not been approved by regulators – in three years.
★ 2026-04-14 · thebreakthrough.org

few analysts have sought to dissect how China’s market share of unglamorous bulk raw material inputs and intermediates across its minerals, metallurgy, and chemicals sectors actually directly enables their market share in these finished, shiny consumer products.
In reality, metals and chemicals production require muscular industrial policy of their own to succeed
2026-03-28 · semiwiki.com
Himax Technologies has long been seen as a peripheral player in the AI boom. But that perception may be about to change. Buried inside a series of recent TSMC patent filings lies an unexpected...
2026-03-14 · newsletter.semianalysis.com

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner
2026-03-14 · scdigest.com
2026-03-12 · tomtunguz.com

"85 million US packages arrived damaged in 2024, a 30% increase. BackOps deploys AI agents that accelerate customer response times by 93% and automatically file 100% of eligible carrier claims."
2026-03-12 · ramscm.com

Get Listed Accomplished manufacturing and supply-chain professionals may request consideration for inclusion in our vetted consultant directory. Members are selected based on proven expertise and alignment to ensure focused, confidential matches that serve client needs without…
2026-02-13 · libertystreeteconomics.newyorkfed.org

Over the course of 2025, the average tariff rate on U.S. imports increased from 2.6 to 13 percent. In this blog post, we ask how much of the tariffs were paid by the U.S., using import data through November 2025. We find that nearly 90 percent of the tariffs’ economic burden…
2026-02-04 · simonberens.com

Building in consumer hardware as a software engineer
2026-01-08 · open.substack.com

You’ve probably seen this famous graph that breaks out various categories of inflation, showing labor-intensive services getting more expensive during the 21st century and manufactured goods getting less expensive.
2026-01-04 · open.substack.com

An analysis
2025-12-31 · open.substack.com

Why Silicon Valley's Defense Obsession is Missing the Real Path to American Reindustrialization
2025-12-08 · nytimes.com

The 15-year effort by Japan is a model for countries now scrambling to reduce their dependence on Beijing’s critical metals.
2025-11-30 · japantimes.co.jp

China's low rights model is no longer a domestic labor issue but a systemic challenge to global labor standards, supply chain governance and fair market competition.
2025-10-02 · open.substack.com

I review a fascinating dissertation on interwar metals trading and the "Age of Alloy Steel"
2025-09-15 · open.substack.com

America's largest non-profit had a broken distribution system. University of Chicago economists fixed it.
2025-09-07 · en.m.wikipedia.org
2025-08-31 · practicalecommerce.com

What began as a convenience rule in the 1930s grew into a key component of global ecommerce.
2025-08-17 · bloomberg.com

Box demand touches nearly every industry, from flat-screen TVs to packaged food, all of which see sales fluctuate based on how flush shoppers feel.
2025-07-26 · visualcapitalist.com

See North America's busiest freight trade hubs in 2024 and rail's role in moving over 54M containers across the U.S., Canada, and Mexico.
2025-07-26 · trains.com

Combining Union Pacific and Norfolk Southern into the first transcontinental railroad in the U.S. would create a 52,215-mile colossus that could offer seamless service from coast to coast, bypassing longtime interchange choke points in Chicago and at gateways along the…
2025-06-26 · asia.nikkei.com

Glass cloth maker Nittobo is latest example country's overlooked role in supply chain
2025-05-15 · nytimes.com

As retailers slow down orders for foreign goods because of tariffs, companies that recirculate overstocked or returned items may help fill the gap.
2025-05-01 · open.substack.com

VMI (vendor managed inventory) is the process where the supplier manages the customer's inventory so that the customer has the "right" item in the "right" place at the "right" time to ensure high service levels, efficient and productive operations, and the least amount of…
2025-04-28 · ig.ft.com

The administration wants the iPhone to be manufactured in America. The components that power it show why that is highly impractical
2025-04-13 · socket.dev
Slopsquatting is a new supply chain threat where AI-assisted code generators recommend hallucinated packages that attackers register and weaponize.
2025-04-04 · venturebeat.com

Articul8's specialized models tackle complex industrial sequences where timing and order matter, challenging the one-size-fits-all approach to enterprise AI.
2025-03-19 · blogs.nvidia.com

Industry leaders advance complex decision-making and supply chain optimization with NVIDIA accelerated computing and cuOpt software.
2025-03-19 · marktechpost.com

NVIDIA Open-Sources cuOpt: An AI-Powered Decision Optimization Engine--Unlocking Real-Time Optimization at an Unprecedented Scale
2024-12-12 · supplychaindive.com

Shipping using Section 321 is not a good idea for every e-commerce company, logistics experts say.
2024-12-11 · l.facebook.com

A transformer supply crisis bottlenecks energy projects
★ 2024-10-20 · r-bloggers.com
Hey guys, welcome back to my R-tips newsletter. Supply chain management is essential in making sure that your company’s business runs smoothly. One of the key elements is managing inventory efficiently. Today, I’m going to show you how to estimate inve...
2024-10-16 · pocket.co

Last year, I published an article on airships. The article was the fruit of a few years’ exploration of the industry. I spoke to multiple airship manufacturers under NDA. I traded ideas with other cargo airship enthusiasts.
2024-08-04 · wsj.com

Millions of the wooden pallets go missing every month, creating headaches for suppliers and hiccups in the supply chain. Finding them takes some serious shoe leather.
2024-07-23 · open.substack.com

Transporting Tools Isn’t Easy
2024-07-08 · techcrunch.com

As deep-pocketed companies like Amazon, Google and Walmart invest in and experiment with drone delivery, a phenomenon reflective of this modern era has
2024-07-04 · arstechnica.com

Many website admins, it seems, have yet to get memo to remove Polyfill[.]io links.
2024-06-28 · eater.com

Cold storage warehouses are essential to America’s food system. In "Frostbite," Nicola Twilley tries out a shift alongside the Americold workers who form one link in our vast cold chain.
2024-06-20 · ntchip.com
Nantian Electronics Co Limited provide complete and cost effective sourcing solution to OEMs, CEMs, distributors, the needs of manufacturers and other companies.
2024-06-11 · eenewseurope.com

The semiconductor industry is set to see a record fab capacity with 17 new lines in 2025 according to Knometa Research.
2024-06-09 · wsj.com

With subsidies and a $6 billion acquisition, Tokyo wants to make its companies indispensable in the global supply chain.
2024-06-08 · research.google

2024-05-21 · supplychaindive.com

The port halted activity at marine and inland terminals until Tuesday afternoon as it worked to resolve the disruption.
2024-05-11 · fastcompany.com

'In the last six or seven years, with the extraordinary growth in knitwear, we decided to create an all-around industrial hub.'
2024-03-29 · wccftech.com

Lenovo, the firm emerging as a driving force behind AI computing, has expressed tremendous optimism about AMD's Instinct MI300X accelerator.
2024-02-29 · media.licdn.com
2024-02-29 · demand-planning.com

2024-02-28 · knowledge.kinaxis.com