Supply Chain
Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal
Google is expanding its custom AI chip partnership with Marvell Technology in a deal that could generate up to $120 billion in revenue for Marvell through fiscal 2033.
Container Shipping Insights - Liners register strong 2Q2026 results, against concerns on overcapacity and economic uncertainties - What supports freight rates hikes?
Against the concerns on overcapacities and economic uncertainties, leading global liners reported solid 2Q2026 results. and they seem to remain cautiously optimistic into 3Q2026. Meanwhile, container spot freight rates have continued to surge since July 2026. What's driving the resiliency?
Results Deep Dive - Hapag-Lloyd Returns to Profit in Q2 and Raises 2026 Outlook
Hapag-Lloyd’s H1 2026 results were mixed. The company returned to profit in Q2 as stronger demand and spot freight rates lifted transport volumes and average pricing, producing a clear recovery from a loss-making Q1.
Results Deep Dive - Maersk Raises 2026 Guidance Again as Ocean Rates Drive a Strong Q2
Maersk delivered a strong Q2 2026, as higher Ocean freight rates, volume growth and lower unit costs drove a sharp recovery in earnings. The most important was another substantial increase in Maersk’s FY2026 guidance, just weeks after the company upgraded its outlook in late June.
Operational Update - Taiwan AI Hardware Supply Chain July Momentum Extends; TSMC’s advanced-node growth, UMC’s mature-process recovery and Hon Hai’s AI-server expansion
July 2026 revenue at TSMC, UMC and Hon Hai traces AI demand across advanced chipmaking, mature-node semiconductors and server systems—highlighting growth momentum, profit conversion and key operational risks.
Maritime Insights - Is Global Shipping Rewriting Its Trade Routes? Behind: Gemini Cooperation’s Suez Return, China’s Arctic Expansion, MSC’s Barcelona Setback, and Taiwan Carriers’ Revenue Growth
Global shipping is shifting again as Gemini returns more services to Suez, China expands Arctic routes, MSC retreats from its Barcelona terminal bid, and Taiwan’s major carriers post stronger revenues amid elevated freight rates.
Market Rumor - Apple tests China's CXMT memory chips for iPhones and MacBooks
Apple has been testing memory chips from China’s CXMT across products including iPhones and MacBooks as it seeks to ease supply pressures caused by booming AI demand.
Macro & Micro Compass - The July ISM Breakdown: Are Business Costs Starting to Rise Again?
Businesses entered Q3 with stronger orders and higher costs, but little appetite to hire. July’s ISM data points to the next pressure on prices and margins.
Market Rumor - Trump Administration Drafting Ban on Chinese Data Center Devices
The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.
Market Rumor - Apple Plans Broad iPhone Price Hikes as Foldable Model Tops $2,000
Apple is expected to raise prices on its next generation of premium iPhones this autumn as higher memory and processor costs squeeze margins across its hardware business.
Results Review - CMA CGM sees growth in 2Q2026, container shipping party is not over yet?
Against geopolitical uncertainties and the nominal supply-demand imbalance, CMA CGM's 2Q2026 turned out to be better than feared, with both revenue and volume rising. Could this be the beginning of another big quarter for container liners?
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
