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Supply Chain

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Chinese DRAM and NAND Win First Major Slots in PCs and Modules

Vendors are adopting China-made memory to secure supply in response to AI-driven allocations by global suppliers.

Falling Urea Prices and Charged Soils Make Repeating Record Maize Area More Likely

Pi Network Token Hits New Low as June Unlocks Flood Market

EU Clears Arla Takeover of DMK Ahead of June 1 Merger

Ford Launches Ford Energy to Build Large-Scale Battery Storage

U.S. Consumer Discretionary Sinks to Roughly 20-Year Low Versus S&P 500

Softcat Raises Full‑Year Profit Forecast After AI Infrastructure Surge

OGRA Raises RLNG Tariffs, Pushing Consumer Supply Prices Above $16 per MMBtu

Arafura Approves Nolans Rare‑Earths Project in Northern Territory

Samsung Strike Threat Tightens Memory Market, Boosts Micron Forecasts

Samsung, Union Strike Provisional Deal, Halting Planned 18-Day Walkout

KP Flour Millers Threaten Protests Over Punjab Wheat Transport Curbs

Aluar Doubles Profit and Speeds Investment

Reports Link Thai Intermediary to Alleged $2.5 Billion Super Micro Server Diversion to China

Justice Department Confirms Antitrust Probe Into ‘Big Four’ Beef Packers

Petrobras Restarts Urea Production at Ansa Plant in Paraná

STF Filing Seeks to Halt $2.8 Billion Sale of Brazil Rare‑Earth Miner to USA Rare Earth

World’s Biggest Condom Maker to Lift Prices Up to 30% as Iran Conflict Squeezes Supplies

Omdia Sees 2026 Smartphone AMOLED Shipments Falling 7% to 778 Million

Nvidia’s Jensen Huang Says China’s ‘Ghost Datacenters’ Could Match Anthropic’s Mythos