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...After Sony launched the PS5 in late 2020, it was plagued by component shortages, with demand far outstripping supply until earlier this year....
...overarching policy of denial and turning a blind eye”, adding that international distributors and retailers had to “exert appropriate due diligence and make sure that this product is not entering their supply...
...In recent months, Shell has also become embroiled in a dispute with US-based Venture Global LNG, alleging the company is refusing to honour a multibillion-dollar supply contract....
...The offer has shocked JSR investors and clients as a bold move, even at a time when countries are battling for technological supremacy and control over the global semiconductor supply chain....
...You can’t build [manufacturing] capability because you don’t have reliable supply. You can’t create a reliable supply unless you’ve got a buyer of it.”...
...The Australian mining billionaire Gina Rinehart has built a nearly 6 per cent stake in rare-earth developer Lynas, strengthening her hand in the contest to build a non-Chinese supply of critical minerals...
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
...Thames Water — which supplies 16mn people in London and the surrounding area, or about a quarter of the population of England and Wales — has suffered a sharp drop in its bond prices after its parent company...
...US chip company Intel will make high-end semiconductors for Microsoft, the companies announced, as it seeks to compete with TSMC and Samsung to supply the next generation of silicon used in artificial intelligence...
...But, along with Nexans of France, these three groups control 70 per cent of the supply of high voltage cabling. Capacity additions are coming from capital spending....
...FT correspondent Mercedes Ruehl explains how the country earned a prized spot in the supply chain, and what it needs to do to keep hold of it....
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
...Such is the rapid growth in demand for AI services from start-ups such as OpenAI and Anthropic, as well as from large corporate customers, that many necessary components including chips and power supplies...
...Annalena Baerbock, German foreign minister, said the EU had already imposed sanctions on Iranian military supplies used by Russia in its war against Ukraine....
...“But it is a supply chain master . . . and joined the race at a time when things have grown relatively established.”...
...Without sufficient capital put into large, offshore projects, crude supply will wither, they say....
...The agreement comes as EV and battery makers race to reorient their supply chains to qualify their products for subsidies in the landmark US climate law that passed last year....
...The group’s rapid transition from EV wannabe to mass production has been aided by the rise of a mature supply chain in China for the electric car industry....
...There was “critical tightness in feeding supplies for several livestock feeders in Mexico”, the associations said....
...It might help to find clever ways of cutting energy use in farming, manufacturing, supply chains and office buildings....
...The revelation has intensified concerns over the future of the heavily indebted company that supplies water to the population of London and beyond....
...The Biden administration, moreover, has touted “friendshoring”, or focusing supply chains on allies. Friendshoring ought to go both ways....
...Sovereign wealth has also emerged as a source of capital to help the sector boost the supply of minerals needed for the energy transition and push up valuations, most notably Saudi Arabia’s establishment...
...The money to be ploughed into the port infrastructure would support Paceco Corp, a US subsidiary of the Japanese company Mitsui, to produce domestic cargo cranes, the White House said on Wednesday....
...“Malaysia could be a hub to supply the south-east Asian markets.” A Kinsus spokesperson told Nikkei Asia that the company was planning to expand its presence outside of China....
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