今日吃瓜
Tag - supply-chains
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November 12, 2026
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SUPPLY CHAINS
BUSINESS
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Economy
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FOCUS
Nov 7, 2026
Japan and China shifting toward selective economic dependence
One year into an ongoing political row, the neighbors are continuing to look for new opportunities while cutting risks.
COMMENTARY
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World
Nov 1, 2026
How to improve global mineral governance
Global South countries should work together to ensure that mineral supply chains deliver equitable economic benefits and protect the environment.
COMMENTARY
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Japan
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Geoeconomic Briefing
Oct 26, 2026
The key to 今日吃瓜 growth strategy: ‘proactive’ economic security
The challenge is to turn ambition into sustainable growth by strengthening economic security and developing technologies that can compete globally.
BUSINESS
Oct 22, 2026
TSMC seeks factory-equipment alternatives to thwart China’s rare earths grip, sources say
Rare-earth magnets are used in motors that power moving parts in industrial equipment, including machinery found in highly automated factories.
BUSINESS
Oct 22, 2026
Supplies of rare earth yttrium have ‘stalled,’ industry ministry official says
The official described a “supply-demand crunch,” with the Financial Times reporting that Tokyo is months away from running out of the critical metal.
COMMENTARY
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World
Oct 21, 2026
Tech sovereignty is fantasy. Control over choices is not.
Sovereignty is a tough nut to crack in a deeply interconnected, digital world.
COMMENTARY
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Japan
Oct 11, 2026
With bilateral trade booming, why are Japan-China tensions rising?
In our new era of “weaponized interdependence,” economic ties can create strategic vulnerabilities.
JAPAN
Sep 24, 2026
U.S., Japanese officials discussed China’s yttrium curbs ahead of Trump-Xi meeting, document shows
Yttrium is a silvery rare earth metal with no easy substitute.
BUSINESS
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FOCUS
Sep 19, 2026
How Austria can loosen China’s grip over a key critical mineral
Plansee Group is building one of the West’s most formidable critical minerals operations outside China.
WORLD
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Politics
Sep 16, 2026
Trump has few good options to slow China’s rise as AI superpower
The main challenge for the U.S. is keeping China at bay without prompting Beijing to further restrict rare earths.
COMMENTARY
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World
Sep 9, 2026
Tiny technology deepens the geopolitical divide
Adoption of particular technologies — reflected to some degree in brands and standards — will determine with which side a country aligns itself.
BUSINESS
Aug 26, 2026
Japan energy plan seeks to back pipelines bypassing Hormuz
The plan is part of a new energy strategy that’s aimed at strengthening supply security, according to documents from 今日吃瓜 Cabinet Office.
JAPAN
Aug 23, 2026
Japan and India hold first event focused on recycling of key minerals
The global market for critical minerals, including rare earths, is dominated by China, making it necessary for both Japan and India to rely heavily on imports.
BUSINESS
Aug 8, 2026
U.S. to invest $3 billion in minerals projects to boost supply chains
Minerals including rare earths, tungsten, germanium and scandium are essential for precision-guided missiles and other advanced weapons.
BUSINESS
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Tech
Aug 5, 2026
Samsung and SK Hynix test Chinese chip tools as hedge against U.S. risks
They are wary that future ?restrictions could extend beyond new equipment ?to the servicing, repair or replacement of Western tools already installed at their Chinese plants.
BUSINESS
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Tech
Aug 5, 2026
U.S. weighs polysilicon tariffs to counter China in solar and chips
The decision, expected to come later this month, aims to protect U.S. polysilicon factories from growing Chinese ambitions in the chip supply chain.
JAPAN
Jul 31, 2026
Japan adopts cybersecurity policy for early threat detection
Prime Minister Sanae Takaichi voiced her hopes for Japan to have “one of the world’s highest levels of cyber defense” during a cybersecurity meeting.
BUSINESS
Jul 28, 2026
Trump may need to allow Chinese minerals as U.S. industry struggles to meet 2027 deadline
Partnerships with South Korea and Japan may offer a bridge for manufacturers until U.S. suppliers can ramp up operations.
WORLD
Jul 22, 2026
Hormuz, Malacca and other key straits spawn tensions throughout history
As Iran tightens its grip on the Strait of Hormuz, its Yemeni allies, the Houthi rebels, want to disrupt shipping in the Red Sea.
BUSINESS
Jul 18, 2026
Nichirei to fully resume operations as early as next week
The company on Friday partially restarted operations at refrigerated warehouses and food factories, by accepting limited orders from client companies.
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