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Think Tank
High-Tech/Electronics: Page 17
Nvidia, AMD to Pay 15% of China AI Chip Sales to U.S. in Deal
Trump has targeted chipmakers in the past week with a series of declarations that were light on specifics and rattled companies from Silicon Valley to Asia.
Chinese Exports are Up, But Not to U.S.
All eyes will now be turning to the issue of transshipment.
Apple Commits to Extra $100B Investment in U.S.
Analysts argued any significant change to Apple's supply chain would take time, as the company has traditionally made the bulk of its products in China.
In the Age of Supply Chain Tech, Who — or What — Is a ‘Partner’?
By all means, consider embracing technology to supercharge all aspects of your supply chain. But never underestimate the power of human-driven partnerships to yield the best and most valuable results.
Trump Tariff Blitz Unleashes Delayed Shock to Global Economy
So far, the global economy has held up better than many economists expected after Trump’s initial tariff blitz. That could all be about to change.
De Minimis Rule to End for All U.S. Imports
In May, Trump eliminated the exemption for shipments from China, but now duties will be imposed on low-value imports from anywhere, starting August 29.
Survey: Consumers Pull Back on Spending After Tariffs, End of De Minimis
3PL Radial’s surveys show two-thirds plan to cut spending or shift behaviors.
Pricing Power: The Most Effective Weapon During Trade Wars
With global trade frictions and rapid policy shifts set to continue, companies can no longer afford to treat tariffs as a short-term challenge
TSMC Races to Meet Soaring Chip Demand as Profits Surge
TSMC reported a more than 60% year-over-year increase for its profits in the second quarter of 2025, and is projecting a 38% year-over-year revenue increase in Q3.
Congress Mulls Bill to Strengthen U.S. Rare Earth Supply Chains
Under the MSP Act, the U.S. would coordinate with partner governments and financial institutions to make "responsible" investments in mineral supply chains at every stage.
Apple to Spend $500M to Source Rare Earths from U.S. Producer
Magnet shipments from the MP Materials facility in Fort Worth, Texas are expected to begin in 2027 and ramp up to support hundreds of millions of Apple devices.
Pentagon to Invest $400M in U.S. Rare Earth Miner MP Materials
MP Materials owns the only operational rare earth mine in the U.S., which is located roughly 60 miles outside of Las Vegas in Mountain Pass, California.
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