Hacker News with Generative AI: Supply Chain

Baby chickens became America's hottest commodity (grist.org)
Murdoch’s Ranch & Home Supply in Helena, Montana, doesn’t often see a crowd. But, these days, the line to get in the door can be hours long. People have yelled at one another as they jockey for position and, inside, employees field as many 200 calls a day from eager patrons. Everyone is after the same thing: baby chickens.
Why It's Impossible for Most Small Businesses to Manufacture in the US (wired.com)
Dallas-based small business owner Allen Walton says he just sold out of one of his products, a surveillance camera used by law enforcement and private detectives.
Tariffs Force Lotus, JLR, VW, and Audi to Pause US Shipments (motor1.com)
Apple is racing to fly planes of iPhones into the US ahead of Trump's tariffs (9to5mac.com)
With the full breadth of Trump’s tariffs slated to kick in on Wednesday, Apple is stockpiling iPhone inventory in the United States as quickly as possible.
Apple 'flew' 5 flights full of iPhones from India and China in 3 days (indiatimes.com)
Apple transported five planes full of iPhones and other products from India to the US in just three days during the final week of March, a senior Indian officials confirmed to The Times of India.
How new US tariffs are forcing Europe to rethink its entire tech stack (temrel.com)
Is your cloud stack dangerously American? The answer might be yes, with new US tariffs crashing into global supply chains. Whether running AI models, spinning up infrastructure, or just trying to keep your SaaS lights on, the cost of relying on US-based hardware and cloud will rise. A lot.
China just turned off us supplies of minerals critical for defense and cleantech (cleantechnica.com)
In April 2025, while most of the world was clutching pearls over trade war tit-for-tat tariffs, China calmly walked over to the supply chain and yanked out a handful of critical bolts.
Open Source Coalition Announces 'Model-Signing' to Strengthen ML Supply Chain (pypi.org)
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Supply Chain Attacks on Linux Distributions (fenrisk.com)
Supply chain attacks have been a trendy topic in the past years. Rather than directly attacking their primary target, attackers infiltrate less secure assets, such as software depenencies, firmware, or service providers, to introduce malicious code. In turn, these components also have their own layers of dependencies, and we can start to understand why this becomes a very complex problem.
Lack of copper, reliance on imports more critical to US than "rare earth" metals (npr.org)
In recent weeks, you've likely heard a lot about rare-earth substances, thanks to President Trump's stalled efforts to secure a minerals deal with Ukraine and his talk of annexing Greenland. These vital substances fuel the growing renewables and electric-vehicle industries. However, many experts warn that the shortage of another crucial metal, used in electronics, wiring and even plumbing could be just as concerning.
Decathlon's Chinese subcontractor is suspected of using forced Uyghur labor [video] (youtube.com)
Tesla gets more than 20% of parts from Mexico, it will be affected by tariffs (electrek.co)
Tesla gets more than 20% of its parts from Mexico, as well as some from Canada on top of it. So, yes, Tesla will be negatively affected by the tariffs.
Silk Typhoon targeting IT supply chain (microsoft.com)
Executive summary: Microsoft Threat Intelligence identified a shift in tactics by Silk Typhoon, a Chinese espionage group, now targeting common IT solutions like remote management tools and cloud applications to gain initial access.
Flexport Intelligence (flexport.com)
Explainable Linear Programs (jeremykun.com)
Back in 2020, when I worked in the supply chain side of Google, I had a fun and impactful side project related to human-level explanations of linear programs.
GeForce RTX 5090 and 5080 sell out almost instantly (pcworld.com)
No points for guessing this one in advance. The morning of the official retail launch for Nvidia’s next-gen GeForce RTX 50-series graphics cards, they’re almost impossible to actually order at online stores in the United States just an hour after the sales began.
Investigating an “evil” RJ45 dongle (lcamtuf.substack.com)
When it comes to information security headlines, a good rule of thumb is that claims about about widespread supply-chain sabotage are usually false.
Apple Hit with Criminal Complaints over Congo Mineral Trade (macrumors.com)
Apple's subsidiaries in France and Belgium have had criminal complaints filed against them by the Democratic Republic of Congo, which is accusing the tech giant of using conflict minerals in its product supply chain (via Reuters).
A transformer supply crisis bottlenecks energy projects (ieee.org)
A transformer supply crisis bottlenecks energy projects
The bad news: the US is 100% reliant on imported gallium, primarily from China (twitter.com)
Supply Chain Attack Detected in Solana/Web3.js Library (socket.dev)
A supply chain attack has been detected in versions 1.95.6 and 1.95.7 of the popular @solana/web3.js library.
Beekeepers halt honey awards over fraud in global supply chain (theguardian.com)
The World Beekeeping Awards will not award a prize for honey next year after warnings of widespread fraud in the global supply chain.
The Biggest EV Maker Has the Industry's Worst Human Rights Appraisal (wired.com)
The race to keep pace with EV development could be taking a dark turn. Amnesty International has released a report claiming the world’s leading EV makers are failing to adequately demonstrate how they address human rights risks in their mineral supply chains, which gather vital materials for making electric car batteries.
Stores don't sell your favorite product anymore. That's on purpose (cnn.com)
China blocks Skydio battery supply (ft.com)
China Tightens Its Hold on Minerals Needed to Make Computer Chips (nytimes.com)
The vise-tight grip that China wields over the mining and refining of rare minerals, crucial ingredients of today’s most advanced technologies, is about to become even stronger.
US Government Says Relying on Chinese Lithium Batteries Is Too Risky (wired.com)
A new document shows the Department of Homeland Security is concerned that Chinese investment in lithium batteries to power energy grids will make them a threat to US supply chain security.
Growing Cannabis and Opium Poppies May Be Key to U.S. Supply Chains (nytimes.com)
After supply chain disruptions that made critical medicines scarce, a federal effort is underway to ensure domestic stocks of pharmaceutical ingredients.
Datacenter Anatomy Part 1: Electrical Systems (semianalysis.com)
The surge in power demand triggered by AI has huge macro and micro implications and supply is tight.
McDonald's says Tyson and other suppliers fixed beef prices (bloomberglaw.com)
McDonald’s is suing some of its suppliers over allegations they conspired to sell the fast-food chain beef at artificially inflated prices, in violation of federal antitrust laws, according to a new lawsuit Friday.