非金融行业

TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (www.wsj.com)
2026-1-17 Manufacturing

Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US (www.syracuse.com)
2026-1-17 Manufacturing New York

Amazon files planning documents in Illinois to construct a 225,000 square foot big-box store, a return to a “Target-like” retail concept it previously shelved (www.theinformation.com)
2026-1-10 Amazon Retail

London-based e-commerce logistics platform Swap raised a $100M Series C led by DST Global and Iconiq, after raising a $40M Series B in March 2025 (www.axios.com)
2026-1-8 London Logistics

Vietnam on the Nile? With Chinese investment, Egypt turns to Solar Panel Manufacturing (www.juancole.com)
2026-1-7 China Manufacturing Solar Vietnam Egypt

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future (danwang.co)
2026-1-3 China AI Manufacturing

TSMC says the US government has granted the company an annual license to import US chip manufacturing equipment to its facilities in Nanjing, China (www.reuters.com)
2026-1-1 China Manufacturing

Filing: Chinese AI chip startup Biren raises ~$717M in its Hong Kong IPO; institutional and retail tranches were oversubscribed ~26x and ~2,348x, respectively (www.reuters.com)
2026-1-1 China Hong Kong IPO Retail Startup AI

Sources: the US has granted an annual license to Samsung and SK Hynix to ship their chip manufacturing equipment to their facilities in China for 2026 (www.reuters.com)
2025-12-30 China Samsung Manufacturing

Despite Palantir's high trailing P/E ratio of ~450x, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years (www.cnbc.com)
2025-12-27 Retail

As Europe rearms, Anduril is trying to break through in the UK by co-funding major programs, cutting manufacturing deals, and billing itself as “Anglo-American” (www.bloomberg.com)
2025-12-16 Europe U.S. Manufacturing

Ford plans to repurpose its US battery manufacturing capacity to launch a battery energy storage business for data centers, amid a shift away from large EVs (techcrunch.com)
2025-12-16 Energy Manufacturing Battery Ford

A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028 (www.bloomberg.com)
2025-12-14 Europe Manufacturing

SuperCircle, which offers an AI-powered reverse logistics and recycling management service for retail brands, raised a $24M+ Series A led by Foundry Group (siliconangle.com)
2025-12-14 Retail AI Logistics

Qargo, which offers a cloud-based transport management service for carriers, freight forwarders, and third-party logistics, raised a $33M Series B led by Sofina (tech.eu)
2025-12-14 Logistics

Uber launches its B2B logistics service Uber Direct in India with ONDC integration, starting in Bengaluru with grocery deliveries for Zepto and KPN Farm Fresh (economictimes.indiatimes.com)
2025-12-11 India Uber Logistics

The Inevitable Shape of Cheap Online Retail (slashdot.org)
2025-12-10 Retail Online Retail

Robinhood is set to join Indonesia's retail investment boom after agreeing to acquire local brokerages PT Buana Capital Sekuritas and PT Pedagang Aset Kripto (www.bloomberg.com)
2025-12-9 Retail Indonesia

Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x (www.bloomberg.com)
2025-12-5 China IPO Retail AI

French DIY retail giant Leroy Merlin discloses a data breach (www.bleepingcomputer.com)
2025-12-4 France Retail

Manufacturing Grew for 10th Month of 11 in 2025: S&P. Manufacturing Declined for 9th Month Straight: ISM. What Gives? (wolfstreet.com)
2025-12-3 S&P Manufacturing

Retail giant Coupang data breach impacts 33.7 million customers (www.bleepingcomputer.com)
2025-12-2 Retail

Four Ways We Can Bring Manufacturing Jobs Back to the American Heartland (www.heritage.org)
2025-11-29 U.S. Manufacturing

Sources: Jeff Bezos' Project Prometheus, which is building AI for manufacturing computers, cars, and spacecraft, has acquired agentic AI startup General Agents (www.wired.com)
2025-11-27 Startup AI Manufacturing Jeff Bezos

Foxconn plans to spend another $569M through 2029 to expand its Mount Pleasant, WI AI server manufacturing site, adding to $717M invested through 2024 (www.wpr.org)
2025-11-26 AI Manufacturing

TikTok Shop expands into luxury retail, offering items such as Hermes' $11,000 handbags, primarily sold by secondhand resellers using AI to verify authenticity (www.bloomberg.com)
2025-11-26 Retail AI

China is aggressively deploying AI and robotics to maintain its status as the world's manufacturing hub, and major companies are pioneering AI “dark factories” (www.wsj.com)
2025-11-25 China AI Robot Manufacturing

Southeast Asian manufacturing: No longer immune from geopolitics (www.lowyinstitute.org)
2025-11-25 Manufacturing Southeast Asia

China's transport, logistics, and ride-hailing sectors are accelerating the mass adoption of autonomous vehicles, threatening the jobs of millions of drivers (on.ft.com)
2025-11-20 China Autonomous Car Logistics

Digital asset treasuries increasingly rely on in-kind contributions, with sponsors using their own crypto instead of cash, shifting risk to retail investors (www.bloomberg.com)
2025-11-15 Retail Asset

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Retail Manufacturing 农业矿业电力 Logistics 家电服务业外贸餐饮军工