Tag: supply-chain
Samsung and SK hynix Explore New Helium Supply Options Amid Middle East Conflict
Due to disruptions in Middle East helium supplies, Samsung and SK hynix are seeking additional sources in the US and Russia to support semiconductor production.
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Apple Sells Out MacBook Neo Stock, New Buyers Face Mid-April Wait
Apple’s MacBook Neo inventory is depleted online, with some configurations unavailable until mid-April at Apple Stores.
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Micron Aims to Boost Memory Production Amid Persistent Supply Gap
Micron currently meets only up to two-thirds of memory demand, prompting plans for increased capital investments to address supply shortages.
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Supermicro Initiates Compliance Overhaul Following Contraband Scandal Impacting Stock
Supermicro faces a major stock drop amid contraband scandal, prompting a company-wide reorganization to strengthen regulatory compliance.
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Top Supermicro Executives in US Charged with Illicit AI Chip Exports to China
Senior Supermicro officials in the US face charges for allegedly smuggling AI accelerator chips to China amid tightening export controls.
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Chip Manufacturing Expansion Faces Bottlenecks from Testing and Packaging Equipment Shortages
Chip production growth is hindered by limited testing and packaging equipment, causing delays even as equipment makers ramp up output.
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Rising Silver Costs Drive Price Increases in Passive Electronic Components
Murata announces price hikes on passive electronic components amid rising silver costs, expanding industry-wide price pressure beyond memory and storage devices.
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Intel Prepares Production Capacity for Nvidia’s Next-Gen AI Chips
Intel is reportedly gearing up its Malaysian facilities and EMIB tech to handle packaging for Nvidia’s upcoming Feynman AI processors.
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Nvidia Resumes Production of H200 Accelerators Following Chinese Import Approval
Nvidia has restarted manufacturing its H200 accelerators as China grants import authorization amid ongoing US regulatory efforts.
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Global CPU Shortage Emerging, Expected to Drive Price Increases
A worldwide shortage of central processing units is developing, potentially leading to higher prices, industry sources indicate.
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Global Cobalt Shortage Expected to Persist Through 2030 Amid Soaring Prices
Cobalt prices have surged over 160% due to export restrictions from the Democratic Republic of Congo, leading to a global supply deficit.
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Foxconn Anticipates Record Revenue Amid AI-Driven Demand Surge
Taiwan’s Foxconn expects unprecedented revenue this year, driven by booming AI markets despite memory shortages and logistical challenges.
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