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SUPPLY CHAIN CONSTRAINTS IN ELECTRONICS
India’s electronics exports up 11.62% to $5.09 billion in MayIndian electronics exports saw a significant rise in May, reaching $5.09 billion. This growth occurred despite global supply chain issues. ...- China's rare-earth export value jumps 44.9% in Jan-May despite modest rise in volumesChina's rare-earth exports saw a modest 2.2% volume increase in early 2026, but export value surged by 44.9% to $243.63 million. This signi...
- Ethanol transition can shift to "Transport Energy Backbone" to shield India from oil shocks: KPMGIndia's ethanol use is evolving beyond simple blending. It is set to become a key transport energy source. This will help manage fluctuatin...
- Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
- Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
- Bosch CEO notes rising memory chip prices but says bottlenecks not an issue"In the coming years, we will likely have to expect significantly higher memory chip prices, and that will affect all of us," CEO Stefan ...
- Consumer staples sector to face growth normalization in 2nd half of 2026, updates on pricing power and channel efficiency eyedConsumer staples growth momentum is likely to moderate in the second half of FY27 as GST-related benefits phase out and high base effects s...
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- Importers fret over China's new critical mineral frameworkNew Chinese regulations on mineral resources are causing worry for Indian businesses. Beijing is linking vital mineral supplies to its nati...
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- Air India's foundations rebuilt, but aircraft delivery delays hurt growth plans: Campbell WilsonAir India's CEO Campbell Wilson is stepping down. He states the airline has rebuilt its foundations. However, aircraft delivery delays and ...
- Allcargo Logistics expands tech-enabled distribution reachDriven by urbanization and digital commerce, the company is leveraging technology and an expanded nationwide network to improve inventory f...
- Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
- India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- RBI MPC Meeting 2026: West Asia war shock is a concern, but India can ride it out 'with minimum pain', says Sanjay Malhotra2026 RBI MPC Meeting: The Reserve Bank of India acknowledges global economic challenges from the West Asia conflict. Rising energy prices a...
- TVS Supply Chain forms JV with Italy's ALA Group to foray into aerospace and defence segmentTVS Supply Chain Solutions is entering the aerospace and defence sector through a joint venture with Italy's ALA Group. This collaboration ...
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