非金融行业

Drunken Sailors Back in Splurge Mode, Retail Sales Surge. Even at Restaurants & Bars not Part of Frontrunning Tariffs (wolfstreet.com)
2025-4-26 Retail

Trump's chip tariffs may lead to even more overseas manufacturing to offset costs, not creating self-sufficiency; the US should focus on China's chip subsidies (www.ft.com)
2025-4-23 Trump China Manufacturing

Docs: in July 2024, Amazon set up Project Greenland to manage and optimize GPU allocation across its retail unit; Amazon says it now has “ample” GPU capacity (www.businessinsider.com)
2025-4-22 Amazon Retail

South Africa's Ambitious Renewable Energy Masterplan involves Solar Manufacturing (www.juancole.com)
2025-4-20 Energy Manufacturing Solar Africa Renewable South Africa

Nintendo to begin Switch 2 preorders on April 24 following tariff delays; retail price remains unchanged (indianexpress.com)
2025-4-19 Retail Nintendo

Drunken Sailors Back in Splurge Mode, Retail Sales Surge. Even at Restaurants & Bars not Part of Frontrunning Tariffs (wolfstreet.com)
2025-4-17 Retail

Our Drunken Sailors Are Back: Sales of Used Vehicles Surge in March, same as New Vehicles. Retail Sales Might Look Good (wolfstreet.com)
2025-4-15 Retail

China's retail giants launch initiatives to help Chinese exporters pivot to the domestic market in response to the US trade war; JD.com launched a $27B fund (www.reuters.com)
2025-4-12 China Retail

Sources: Amazon is considering a $15B warehouse expansion plan for nearly 80 new US logistics facilities, reversing its post-pandemic construction slowdown (www.bloomberg.com)
2025-4-10 Amazon Logistics

Apple supplier Luxshare weighs manufacturing in U.S. to tackle tariffs (indianexpress.com)
2025-4-9 Apple Manufacturing

Trump administration believes iPhone manufacturing could move to the US (indianexpress.com)
2025-4-9 Trump iPhone Manufacturing

Sources: Beijing opposes fast-fashion giant Shein's plans to move some production out of China, as it seeks to stave off a manufacturing exodus after US tariffs (www.bloomberg.com)
2025-4-8 China Manufacturing

Zen and The Art of Semiconductor Manufacturing (futuring.substack.com)
2025-4-8 Manufacturing

UMC, Taiwan's second-largest chipmaker, opened a $5B plant in Singapore featuring 22nm and 28nm manufacturing technology; mass production won't start until 2026 (asia.nikkei.com)
2025-4-2 Taiwan Singapore Manufacturing

Boosting firepower: India shifts towards private defense manufacturing (www.rt.com)
2025-3-31 India Manufacturing

Waterloo, Ontario-based logistics software company Descartes Systems Group acquires 3Gtms, an Ohio-based transportation software vendor, for $115M in cash (betakit.com)
2025-3-30 Logistics

Retail giant Sam's Club investigates Clop ransomware breach claims (www.bleepingcomputer.com)
2025-3-29 Retail

Pat Gelsinger says TSMC's pledge to invest $100B+ in US chip manufacturing will do little to restore the US' chipmaking leadership as R&D will remain in Taiwan (t.co)
2025-3-27 Taiwan Manufacturing

Former Intel CEO Pat Gelsinger joins VC firm Playground Global as a GP and the board of portfolio company xLight, which develops lasers for chip manufacturing (www.cnbc.com)
2025-3-27 Intel Manufacturing

Sources: Apple is promoting Vanessa Trigub to VP of stores and retail operations globally, as it streamlines management of its retail arm under Deirdre O'Brien (www.bloomberg.com)
2025-3-27 Retail Apple

Retail investors often bear the brunt of losses in the Solana blockchain's memecoin market, which is plagued by insider trading, rug pulls, and “sniping” (www.bloomberg.com)
2025-3-24 Blockchain Retail

Augment, a startup founded by Deliverr co-founder Harish Abbott and whose AI assistant can automate routine tasks in logistics, raised a $25M seed from 8VC (www.freightwaves.com)
2025-3-23 Startup AI Logistics

Boosting firepower: India shifts towards private defense manufacturing (www.rt.com)
2025-3-21 India Manufacturing

Sources: crypto exchange Kraken is nearing a $1.5B deal to acquire NinjaTrader, a US retail futures trading platform; the deal could be announced on March 20 (www.wsj.com)
2025-3-20 Retail

GrubMarket, which offers food logistics AI tools, raised a $50M Series G at a $3.5B+ valuation, up from $1.2B in 2021, and is on track for $2.4B in 2025 revenue (techcrunch.com)
2025-3-19 AI Logistics

A former CHIPS Act program officer says Trump repealing the program risks US national security and tariffs alone will not revitalize domestic chip manufacturing (t.co)
2025-3-18 Trump Manufacturing

Intel's new CEO plots overhaul of manufacturing and AI operations (indianexpress.com)
2025-3-18 Intel AI Manufacturing

Retail Sales in February Were Confusing (wolfstreet.com)
2025-3-18 Retail

Adobe: traffic from AI sources to US retail sites in February rose 1,200% from July 2024; 39% of US consumers used generative AI for shopping, 53% plan to do so (searchengineland.com)
2025-3-18 Retail AI Adobe

Robinhood partners with Kalshi to launch a prediction markets hub in the US for retail traders, starting with bets on the federal funds rate and March Madness (www.bloomberg.com)
2025-3-18 Retail

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