#VietnamElectronics# sector faces ongoing challenges despite strong #ExportGrowth#, including reliance on imported components, logistics bottlenecks, fragmented #SupplyChains#, and skilled labor shortages. See what this means for your business ⤵️

Global semiconductor supply chains are undergoing structural shifts, driving intense volatility across logic and memory sectors. When headline risks emerge outside standard hours, delayed execution hurts alpha. Manage exposure and risk responsibly 24/7 with TradFi Perpetuals on The New Money App.

Globalization created long supply chains that span entire seas. Their length and complexity made them vulnerable to major disruption — something Iran is making clear in the Strait of Hormuz. Watch Richard Wolff's breakdown:

The same supply chains that helped transform China into an export machine supplying the entire world are now at the centre of a tug of war that could see businesses move elsewhere

The Metals Company ​($TMC): Critical ​Minerals Supply Chain Moves ​Closer ​to Commercial ​Scale TMC USA @themetalsco reported a major Q1 ​2026 ​corporate update, advancing its ​plan to ​recover polymetallic ​nodules from the ​deep ​seafloor as ​a ​potential new ​source ​of critical metals for energy, ​defense, manufacturing, and ​infrastructure. Key ​updates ​investors are watching: • ​Commercial ​agreement signed ​with Allseas to develop and ​operate ​the first ​offshore nodule recovery system • ​Targeted nameplate production capacity of 3.0M ​wet tonnes ​per year • System commissioning ​expected ​to begin ​in ​Q4 ​2027, subject to regulatory approvals • ​NOAA determined TMC USA's consolidated ​exploration license ​and commercial ​recovery ​permit ​application ​is ​in full compliance • ​TMC ​USA expects the ​permitting process to ​conclude before ​the ​end of Q1 2027 • ~$164M in available liquidity ​as of ​March 31, ​2026 • $119.7M cash ​on hand ​and ​no debt As the U.S. ​looks to ​secure critical ​mineral supply chains and reduce reliance on ​foreign ​sources, $TMC ​is positioning deep-seabed ​polymetallic ​nodules as ​a ​potential strategic supply ​source. With regulatory momentum, a landmark new ​agreement ​with ​existing partner ​Allseas ahead ​of commercial production, and a clear path ​toward potential ​permit approval, $TMC ​is entering ​a high-stakes ​execution ​window that resource, energy, and reshoring ​investors ​may ​want ​on their radar. Read the full ​corporate ​update: $TMC $TMCR

Vietnam is strengthening its role in global electronics supply chains through “Bamboo Diplomacy” and FTAs like #CPTPP#, #EVFTA#, and #RCEP#, helping reduce tariffs and attract manufacturers targeting the EU, Japan, and ASEAN markets. Stay informed ⤵️

Trade experts caution that the shift of global supply chains away from their reliance on China will take a long time. Manufacturers may struggle to build new operations because they lack the same material and component suppliers and services

@WhiteHouse China’s our #1# competitor in tech, supply chains & power. Full stop. @realDonaldTrump is the only American president who can make this work out. Give me a 🇺🇸 if you agree?

This $AXTI / InP substrate export controls is EXACTLY why: Trump's America 1st policies should focus around securing its supply chains over in EU/Japan/KR. And weaponizing it against China. US alone has leverage, but everyone together has extreme leverage. If you use Japan to cut off China's humanoid program / upstream chemicals and leverage EU to cut off China's photonics program: They'll bend for substrates and rare earths. You literally need to break their frontier industry development over yields or actually manufacturing the components. Not just threaten 40% tariffs to stop them from shipping cheap goods.

Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT? Looks more like a self-made ETF rather than picking individual longs tbh. Not surprised if he picks up $CRBS too lol. Here were the top 100 long positions if you were curious.