How manufacturing supply chains evolve will determine where new jobs will be created across Europe. But it is not the only deciding factor https://t.co/eCBE3UevDX ...

Japan's newfound openness to hostile M&A risk seeding and indispensibility to global supply chains that has been carefully built up over decades. Analysts say hostile bids pose both a threat and an opportunity for Japan's government, which views M&A as a way to encourage consolidation in fragmented industries, shake up complacent boardrooms, and improve corporate governance. But some Japanese officials are rushing to prevent the nation losing control over its most advanced and sensitive technologies.Industr ...

AUSTIN, Texas, June 24, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced that the company received a 2025 Manufacturing Leadership Award for its outstanding achievement in the Digital Supply Chains category. The awards, sponsored by the National Association of Manufacturers, honor manufacturing companies and individual leaders who are shaping the future of global manufacturing. Flex receives a 2025 Manufacturing Leadership Award in the Digital Supply Chains category Flex Pulse® Network Design1, ...

Let's talk about another economic side of the story and that is risk that is insurance because insurers everywhere are no doubt trying to figure out how to price in risk that exists and risk that may exist or may not in 3 6 12 months. Contessa Bur covers insurers here for us at CNBC and joins us now with this side of the story. So, Brian Morgan, what I heard from the head of aviation and marine for Lloyd's Market Association told me that ships already are notifying their insurers of their planned transit th ...

As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

As AI reshapes the global balance of power, the infrastructure behind it—chips, data centers, power, and supply chains—has become a new arena for geopolitical competition. This talk explores how nations are racing to secure critical AI hardware, control compute capacity, and assert influence over the technologies and talent that define the future. About Dylan Patel Dylan is the founder, CEO, and Chief Analyst for SemiAnalysis, the preeminent authority on all things AI and semiconductors. Through Dylan’s unw ...

from the Trump tariff 1.0% to today, we've seen a pretty significant shift of our supply chains from China, from Asia to North America. So, we've moved from being 30% procured from those regions to now 45% being procured in North America, which means that a lot of manufacturing can happen in the region for the region. And if I look forward, I would say we will continue to see a very significant shift in those supply chains back to North America.I think there will be a few challenging areas like we've talked ...

As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...

Will we see a walk back in restrictions over semiconductors and their access into China. I think we will. And I think there will be, you know, a move from these kind of broad based numerical sanctions and and terror figures to something that's more pointed and targeted.And we've seen already those levers being pulled on both sides. Obviously, the, you know, the U.S. imposing the export restrictions on the H-20 chips that could impact a four and a half billion dollars of sales of any video. The Chinese obvio ...