Browsing: Manufacturing

China Plus One has moved from hedging strategy to defining principle of global supply chain design. With US tariffs hitting Vietnam, Thailand, and Malaysia, companies face a more comprehensive challenge — building resilience across many geographies.

Tesla’s EV dominance is over. China’s BYD, European premium brands, and US incumbents now compete seriously on global scale, supply chain integration, and software. The next phase will reshape the entire automotive industry.

Logistics is a $5 trillion industry that operated for decades without much spotlight. E-commerce, reshoring, and AI have changed that. The companies that have built sophisticated logistics capability now hold strategic advantages competitors can’t easily match.

Trade disruption, pandemic-era supply failures, and geopolitical fragmentation have made local-for-local manufacturing a strategic priority. Understanding what sovereignty investment actually costs — and delivers — is now essential.

India is being positioned as the world’s next manufacturing hub. The headline narrative is bullish. The granular reality — on infrastructure, skills, and regulation — is more complicated. A hard look.

NVIDIA controls roughly 80 per cent of the AI accelerator market — a concentration that is now prompting the world’s largest technology companies to build their own silicon. The shift from monolithic GPU clusters to modular chiplet architectures is not a distant forecast: it is already reshaping enterprise procurement, investment strategy, and the competitive dynamics of AI at scale.

Global semiconductor revenue is set to exceed $1.3 trillion in 2026 — the highest growth rate in two decades — as DRAM prices surge 125% and NAND flash climbs 234% year-on-year. For business leaders outside the technology sector, the chip super-cycle is no longer a supply chain footnote: it is a balance-sheet emergency hiding in plain sight.