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Supply chains

  • Friday, 18 April, 2025
    Gillian Tett
    Tariffs ignore the reality of global tech supply chains

    Nvidia has become a symbol of the looming business nightmare unleashed by Donald Trump

    A futuristic green shipping container with circuit-like patterns and glowing panels, resembling a high-tech data or energy storage unit
  • Friday, 18 April, 2025
    News in-depthArtificial intelligence
    Tech industry fears Trump’s trade war will hamper US AI ‘dominance’

    Tariffs and threat of new duties on chips and computing infrastructure could frustrate American ambitions to lead artificial intelligence race

    Montage of a laptop, Nvidia DGX Spark super computer mother board, iPhone, Amazon data centre and Donald Trump
  • Friday, 18 April, 2025
    News in-depthUS-China trade dispute
    Trump’s tariffs unravel US supply chains at China’s export showcase

    Buyers and sellers at Canton trade fair search for ways to evade levies as goods pile up in warehouses

    A customer tests a massage chair at the Canton Fair in Guangzhou
  • Wednesday, 16 April, 2025
    Trump tariffs
    Carmakers and parts suppliers fight over punitive tariff costs

    Clash comes as car companies hold crunch talks with Trump to head off 25% import tariffs

    A French employee of Valeo factory in Etables, northern France
  • Thursday, 10 April, 2025
    Fast Retailing Co Ltd
    Tariffs will not halt supply chain shift to SE Asia, says Uniqlo founder

    Japanese clothing chain expects duties to hit profit at its rapidly expanding North American business

    Uniqlo store
  • Wednesday, 9 April, 2025
    Automobiles
    US tariffs cause car import pile-up at American ports

    Executive warns situation could become ‘quite ugly’ in a few weeks as carmakers park vehicles amid levy uncertainty

    Rows of Mazda cars at the port in Los Angeles, US on April 4 2025
  • Monday, 7 April, 2025
    Accounting & Consulting services
    Companies get creative in finding ways to limit impact of tariffs

    Consultants are helping clients lower the customs value of imports to cut the cost of new levies

    A drone view shows containers at the Port of Baltimore, Maryland
  • Thursday, 3 April, 2025
    Trump tariffs
    Trump’s tariffs in brief: universal levies and targeted retaliation

    New duties imposed by US president will send shockwaves through global supply chains

    A montage of ship containers and a $100 note in the background
  • Thursday, 3 April, 2025
    Trump tariffs
    Apple and other US tech groups hit as Trump targets suppliers

    Shares in big retailers also tumble as they face turmoil in China and other manufacturing bases

    A person in a blue shirt walks past a large blue sign that reads ‘Foxconn’ at a recruitment point in Shenzhen
  • Monday, 24 March, 2025
    InterviewSemiconductors
    Malaysia to crack down on Nvidia chip flows under US pressure

    Trade minister says Washington suspects high-end semiconductors are making it to China despite trade controls

    An Nvidia graphic processing unit
  • Saturday, 22 March, 2025
    Mergers & Acquisitions
    Temasek and Warburg Pincus seek up to $5bn for sale of healthcare company GHX

    Investment funds have been looking to offload assets in a push to realise returns

    Signage for Temasek Holdings Pte during a news conference in Singapore
  • Thursday, 20 March, 2025
    Chinese business & finance
    China raises state funding for strategic minerals amid US trade war

    Authorities increase subsidies for exploration and mining to shore up high-tech supply chain

    A rare earth mine in inner Mongolia, China
  • Thursday, 20 March, 2025
    Nvidia
    Nvidia to spend hundreds of billions on US supply chain, says chief

    Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry

    Jensen Huang holds up a circuit board while delivering a speech in a black leather jacket and standing against a dark background
  • Thursday, 13 March, 2025
    Tesla Inc
    Tesla warns Trump administration it is ‘exposed’ to retaliatory tariffs

    Elon Musk’s electric-car maker says levies could make it costlier to produce vehicles in the US

    Rows of Tesla vehicles are parked closely together in a lot in Yokohama, Japan
  • Tuesday, 11 March, 2025
    ExplainerFT Guides
    Supply chains and logistics

    From drones and robots to driverless trucks, a look at the technological changes in logistics

    A worker in a high-visibility orange safety vest and black shirt stands in a large warehouse
  • Tuesday, 11 March, 2025
    FT GuidesSupply chains and logistics
    From hover points to trampoline packaging: how Amazon is aiming to deliver by drone

    US tech group awaiting approval to start flying packages to customers’ doorsteps in northern English town of Darlington

    A stylized white envelope with drone propellers on a blue background, representing drone-based mail delivery
  • Tuesday, 11 March, 2025
    FT GuidesSupply chains and logistics
    Companies seek AI solutions to supply chain fragility

    Logistics networks are becoming ever more complex and brittle

    A stylized illustration of a magnifying glass highlighting a ship on a map
  • Thursday, 6 March, 2025
    Trump tariffs
    Trump hands carmakers 1-month reprieve from tariffs

    Carve-out applies to companies operating through US-Mexico-Canada trade pact

    General Motors vehicles parked at the company’s Lansing Grand River Assembly plant in Lansing, Michigan
  • Tuesday, 4 March, 2025
    Trump tariffs
    Companies brace for price pressures as Trump tariffs start to bite

    Manufacturing, retail and food sectors highlight coming shocks after duties on Canada, Mexico and China imposed

    Shoppers in a Target store
  • Monday, 3 March, 2025
    Automobiles
    How Trump’s tariffs threaten an iconic US pick-up truck

    Chevrolet Silverado’s complex supply chain leaves it particularly vulnerable to a looming trade war

  • Friday, 28 February, 2025
    Automobiles
    Europe’s car suppliers warn they will be unable to absorb Trump tariffs

    US shares in Valeo and Forvia fall sharply amid uncertainty over protectionist measures

    The pavilion of automotive parts supplier Valeo Group on day two of the Paris Motor Show in Paris, France
  • Friday, 21 February, 2025
    Japan warns over threat from China’s chip material export controls

    Officials and executives say gallium rules will upset supply chains for chips and vehicle batteries

    An employee at a semiconductor factory in Binzhou in China’s eastern Shandong province
  • Thursday, 20 February, 2025
    ReviewNon-Fiction
    Your Life Is Manufactured — the genius and perils of supply chains

    Academic Tim Minshall’s enthusiastic study of globalised production is also a warning on the loss of local expertise

    A car assembly line with vehicles being built by orange robots
  • Monday, 17 February, 2025
    Rana Foroohar
    Trade isn’t all about Trump

    World business and commerce are changing in ways that have nothing to do with the US president’s tariff threats

    Illustration of three figures pushing three globes of the world away from each other.
  • Sunday, 16 February, 2025
    Solar power
    Japan’s $1.5bn bet on ultra-thin solar cells in challenge to China

    Tokyo aims to disrupt Beijing’s dominance of renewables and reduce fossil fuel dependence

    Perovskite solar cells are installed on the roof of the bus stop at the first transportation terminal of Expo 2025 Osaka, Japan
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