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#Supply Chain Security

共检索到 2 篇相关深度研报

Future of Work & Solo Enterprise · 2026年10月3日 · V-G Club Curator

The $300 Million Leak: Anatomy of an AI Server Smuggling Pipeline and the Fragility of Export Controls

A deep dive into the federal indictment of Earthmade Computer Inc., revealing how high-density AI servers bypass US export controls through bonded port re-billing and offshore financial loops.

Macro & Geopolitics · 2026年9月21日 · V-G Club Curator

The Tungsten Leak: Strategic Metals, Shadow Supply Chains, and the Erosion of Industrial Oversight

An investigation into the corruption probe of ZGCC’s former chairman reveals a sophisticated 'black industry' for tungsten scrap. As China tightens export controls on strategic minerals, the leakage of industrial byproducts into global defense supply chains highlights a critical vulnerability in state-owned enterprise governance.