US Threatens 100 Tariffs on South Korean Chipmakers

US Threatens 100 Tariffs on South Korean Chipmakers

The US Commerce Secretary warned that South Korean memory chip companies could face import tariffs as high as 100% if they do not expand their investments in the United States. This move aims to boost the domestic semiconductor industry in the US and reduce reliance on overseas chip supplies. Korean companies face a dilemma: either invest in building factories in the US or bear the burden of hefty tariffs. The US government is clearly pushing for more on-shore manufacturing of critical components.

02/05/2026 Customs Knowledge
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EU Weighs High Tariffs on Chinese Hybrid Cars

EU Weighs High Tariffs on Chinese Hybrid Cars

The EU is considering imposing tariffs of up to 45% on hybrid vehicles imported from China, citing concerns that Chinese hybrid car manufacturers benefit from government subsidies, aiming to protect domestic automakers. This follows previous tariffs imposed by the EU on Chinese electric vehicles. Global policies towards Chinese electric vehicles vary, and consumers should pay attention to policy changes. The proposed tariffs highlight ongoing trade tensions and the EU's efforts to safeguard its automotive industry amid growing competition from China.

02/05/2026 Customs Knowledge
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AI SEO Drives Lead Growth for Machinery Makers

AI SEO Drives Lead Growth for Machinery Makers

AI SEO leverages deep learning of industry terminology and buyer search habits to accurately identify procurement intent, helping mechanical enterprises stand out in niche markets and significantly improve trust and lead conversion rates. Its dynamic adaptability ensures websites always comply with the latest ranking rules, seizing key traffic entrances and transforming technological strength into commercial value. By understanding search patterns and adapting to algorithm changes, AI SEO empowers manufacturers to attract the right customers and maximize their online presence, ultimately driving business growth.

02/05/2026 Logistics Industry Insights
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Gold Prices Hit Record High Reshaping Global Markets

Gold Prices Hit Record High Reshaping Global Markets

Gold prices have broken historical highs, deviating from traditional analysis frameworks and exhibiting independent behavior. This paper delves into the underlying logic behind the price surge, including concerns about US debt sustainability, geopolitical risks, and central bank gold purchases, highlighting a shift from gold's commodity attributes towards financial attributes. It also cautions against risks such as declining consumption and liquidity crises, emphasizing that participants in the gold industry chain should focus on risk hedging and return to the essence of business operations.

02/05/2026 Logistics Industry Insights
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Barclays Upgrades ASML to Overweight Targets 1500 on AI Chip Demand

Barclays Upgrades ASML to Overweight Targets 1500 on AI Chip Demand

Barclays upgraded ASML's stock rating to 'Overweight' with a target price increase to €1500, demonstrating confidence in ASML's future development. The analysis highlights ASML's technological advantages, challenges, and opportunities, as well as its leading position in the semiconductor industry. It suggests that ASML is likely to maintain its leading position and generate substantial returns for investors in the future. The upgrade reflects a positive outlook on ASML's prospects and its ability to capitalize on the growing demand for advanced semiconductor manufacturing equipment.

02/05/2026 HS Code Query
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Li Auto Restructures RD As Porsche Design Chief Exits

Li Auto Restructures RD As Porsche Design Chief Exits

Li Auto is reorganizing its R&D structure, merging its autonomous driving division into its software team to strengthen large model and chip self-development. Porsche's design director, Michael Mauer, is stepping down, and his successor faces the challenge of balancing classic heritage with innovation. Chery has unveiled an electric pickup truck, and Uber has established an autonomous driving lab, intensifying competition within the industry. These moves highlight the rapid evolution and increasing focus on technology and design leadership within the automotive sector.

02/05/2026 Logistics Industry Insights
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Warehouse Alliance Aims to Cut Logistics Costs Strategically

Warehouse Alliance Aims to Cut Logistics Costs Strategically

Warehouse alliances integrate fragmented warehousing resources to optimize allocation and utilization, reducing costs, improving efficiency, and enhancing risk resistance. Companies like JD.com and GLP are actively exploring this model. The future of warehouse alliances will be more intelligent, collaborative, and ecological, bringing new development opportunities to the logistics industry. By pooling resources and standardizing processes, these alliances aim to create a more resilient and efficient supply chain network, ultimately benefiting both businesses and consumers through streamlined operations and reduced delivery times.

02/05/2026 Warehousing
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Freight Forwarding Firms Merge Amid Rising Competition

Freight Forwarding Firms Merge Amid Rising Competition

The global freight forwarding market has entered a zero-sum game, triggering a wave of mergers and acquisitions. Leading companies are expanding through M&A, accelerating industry consolidation and increasing market concentration. Facing the reversal of market supply and demand, freight forwarders need to innovate services, control costs, and transform into comprehensive logistics service providers. They should also actively pursue digital transformation and global expansion to cope with intense market competition. The key is adapting to the changing landscape and building resilience.

02/05/2026 Logistics Industry Insights
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Amazon Event in Xuchang Boosts Northern Chinas Crossborder Ecommerce

Amazon Event in Xuchang Boosts Northern Chinas Crossborder Ecommerce

The Amazon Haul Salon in Xuchang was a success, bringing together leading cross-border e-commerce sellers and focusing on opportunities in the Northern China market. The event centered on key topics such as product selection, traffic generation, and compliance. Amazon experts provided one-on-one guidance to help sellers seize the new advantages of the Haul marketplace. This event sets a new benchmark for cross-border e-commerce industry exchange in Northern China, fostering collaboration and knowledge sharing among participants.

02/05/2026 Logistics Industry Insights
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Wechat Group Buying Faces Trust and Sourcing Challenges

Wechat Group Buying Faces Trust and Sourcing Challenges

The WeChat-based dropshipping group buying model carries inherent risks. Behind the low-priced sources lie potential issues with quality, after-sales service, and authenticity. This article reveals industry secrets, offering practical methods for identifying genuine and fake suppliers. It emphasizes the importance of trust in community group buying, advising community leaders to exercise caution when choosing WeChat channels. The article recommends prioritizing offline inspections and collaborations with B2B platforms to mitigate supply chain risks and ensure product quality for community members.

02/05/2026 Logistics Industry Insights
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