Supply Chain

Chinese electric carmaker Li Auto's forecast for second-quarter revenue misses analysts' estimates.  
Automobiles

Shanghai lockdown deals blow to EV maker Li Auto's Q2 revenue

Supply chain snarls make normal production 'impossible': president

11 May 2022
Electric vehicles, like this one from Nissan Motor, are said to contain 10,000 capacitors each. TDK will expand production of the component. (Photo by Yohei Muramatsu)
Electronics

TDK to build $380m EV component factory in Japan

Shift to onshore production prompted by supply chain woes and weak yen

10 May 2022
MacBook and iPad makers are grappling with supply chain disruptions in China. 
Supply Chain

MacBook, iPad suppliers' April revenue plunges amid China lockdown

Delivery times for Apple's new laptops reach up to 9 weeks in some major markets

9 May 2022
New York foodies are now paying even more for sushi, thanks to a perfect storm of higher costs. (Photo by Maho Kawachi)
Food & Beverage

New York's top-shelf sushi surges past $1,000 a meal

Transport costs, rice drought and labor shortage put restaurants in a bind

9 May 2022
A volatile exchange rate is just one uncertainty Japanese automakers will likely have to contend with in the year ahead. (Source photos by Koji Uema and Yasuaki Sako)
Automobiles

Extreme uncertainty: What the year holds for Toyota, Nissan and Honda

Japan's automakers face volatile yen, soaring costs and more supply chain woes

8 May 2022
Tesla's plant in Shanghai. The automaker is among the 666 companies eligible for Chinese assistance to restart operations in the city. But support for Japanese factories has been limited.  
Coronavirus

Shanghai lockdown shuts 63% of Japanese plants: poll

Businesses receive limited support from China to restart operations

6 May 2022
Tugboats guide a liquefied natural gas tanker at the Cheniere Sabine Pass LNG export unit in Louisiana. Japanese firms are involved in an LNG project in the U.S. state.
Energy

Japan considers financial support to boost U.S. LNG output

Tokyo and Washington to discuss cutting energy dependence on Russia

5 May 2022
Japan and the U.S. are planning to work closer together in building a chip supply chain to cut dependence on Taiwanese and other producers. (Source photo by AP) 
Semiconductors

Japan, U.S. to deepen cooperation in cutting-edge chips

Eyeing China, allies aim to push beyond 2-nanometer technology

2 May 2022
The lockdown in Shanghai and Russian invasion of Ukraine have disrupted supply chains for companies and heightened uncertainty for investors. (Nikkei montage/AP/Reuters)
Market Spotlight

Ukraine war, China lockdowns drag down 70% of Asia's biggest equities

Commodity stocks in India, Indonesia, Malaysia defy broader sell-off

2 May 2022
Narendra Modi told a semiconductor industry event in Bengaluru today that "a new world order is forming and we have to seize the opportunity." (Photo by Ryosuke Hanada)
Semiconductors

Indian PM Modi vows to build semiconductor production hub

Government offers $10bn in incentives to attract global chipmakers

29 April 2022
Apple's revenue grew nearly 9% on the year in the quarter ended in March.
Technology

Apple braces for revenue hit of up to $8bn on Shanghai lockdown

China demand slows, silicon in short supply but most assembly plants back online

29 April 2022
Sinopec runs this compressing station at a shale gas field in Chongqing, China. The country is also increasing natural gas imports from Russia.
Energy

Sinopec resells LNG to Europe despite China's sanctions snub

Top oil refiner says transactions are purely market driven

29 April 2022
Morocco has been keen to attract direct investments from Western auto parts makers.
Supply Chain

Japan auto parts makers diversify supply chain to North Africa

Yazaki and others focus on Morocco away from Eastern Europe amid Ukraine crisis

28 April 2022
Deutsche Post DHL Group CEO Frank Appel says the COVID-related lockdown measures in and around Shanghai have created uncertainties for production and supply chains.
Supply Chain

DHL chief warns China lockdowns pose risk for global economy

Extended restrictions would have trade impact 'bigger than war in Ukraine'

27 April 2022
Shanghai Energy New Materials Technology is part of the Semcorp group, the world's top maker of EV battery separators. (Photo courtesy of the company)
Electric cars in China

China's EV battery materials industry set for $11bn capacity buildup

Out-muscled Japanese rivals look to mount comeback in Western markets

27 April 2022
VinFast showed off its VF9 electric SUV at CES 2022 in Las Vegas in January.
Automobiles

Vietnam's VinFast takes the EV battle to Tesla with U.S. push

Will bold plan for American sales, production and IPO pay off for challenger?

25 April 2022
A Japanese-made liquefied natural gas carrier anchored near an LNG plant on the Russian island of Sakhalin.
Energy

Japan fears China-Russia LNG alliance after Shell exits Sakhalin-2

Tokyo could see its import quotas reduced under new ownership

23 April 2022
Li & Fung's founding Fung family, with backing from Singapore logistics warehousing company GLP, took the group private in a deal valuing it at $1.36 billion.
Interview

Li & Fung CEO threads the needle on Xinjiang labor controversy

Phi says 'apolitical' company relies on 'boots on the ground' to check factories

22 April 2022
Trucks wait to cross China-Vietnam border in March 2020. The COVID-19 pandemic and related restrictions have caused chaos for cross-border truckers.
Supply Chain

China, Vietnam truckers turn to relay race to break border jam

COVID-clogged supply chains left drivers camped out for weeks

22 April 2022
Stream article image
#techAsia

Shanghai's supply chains under strain

The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

21 April 2022
Tesla beat Wall Street estimates for revenue and profit in the first quarter.
Technology

Tesla revenue surged 81% in Q1; Shanghai production resumes

U.S. EV maker forecasts more supply chain challenges ahead

21 April 2022
"We see no signs of any weakening in our customer base. Zero," ASML CEO Peter Wennink says.
Semiconductors

ASML sees chip production capacity remaining tight into 2023

Europe's top chipmaking tool builder says it can fulfill only 60% of key orders

21 April 2022
A weekslong COVID lockdown in Shanghai is creating chaos for Apple suppliers based in and around the city. (Source photos by Getty Images and Reuters) 
Supply Chain

Half of Apple suppliers operating in China's lockdown-hit areas

Execs warn production and logistics disruptions now could hit Christmas sales

20 April 2022
Demand for chipmaking equipment has outpaced supply in some cases. (Photo courtesy of cutting machine supplier Disco)
Semiconductors

Red-hot Chinese chip investment fuels boom in used equipment

Strong demand for older models creates tailwind for Nikon, Japanese peers

20 April 2022
A nickel processing plant in South Sulawesi Province, Indonesia. The Southeast Asian nation is determined to become a big battery and electric vehicle exporter.
Supply Chain

LG aims to forge EV battery supply chain in nickel-rich Indonesia

Posco, Chinese miner Zhejiang Huayou Cobalt, Indonesian companies team up

19 April 2022