Tag: supply-chain
Xiaomi Reveals Impact of DRAM and Flash Memory Price Surge on Smartphone Costs
Xiaomi details how rising DRAM and flash memory prices have increased smartphone production costs amid the memory market crisis.
Read More
Apple’s Aggressive Memory Purchases Signal Strategic Move to Boost iPhone Market Share
Apple is acquiring smartphone memory at premium prices to secure supply amid shortages and expand its iPhone market presence.
Read More
Supermicro Co-Founder Denies Charges in Nvidia Chip Smuggling Case, Released on $5 Million Bail
Supermicro co-founder Yi-Shyan Liaw denies involvement in Nvidia chip smuggling to China and is released on $5 million bail after arrest.
Read More
Japanese Glass Manufacturers Expand Into AI Market Amid Component Shortages
Japanese glass producers Asahi Kasei and Nitto Boseki explore new opportunities in AI amid global infrastructure component shortages.
Read More
Long-Term Memory Chip Contracts Enable Samsung and SK hynix to Expand Production Using Customer Funds
Samsung and SK hynix leverage long-term memory chip contracts with upfront payments to fund production growth and modernization.
Read More
Middle East Conflict Risks Shortage of Critical Material for Semiconductor Manufacturing
Ongoing tensions in the Middle East threaten supplies of a key material vital to chipmakers, adding to existing concerns over LNG, helium, and bromine.
Read More
Memory Chip Shortages Impact Smartphone Chipmakers Amid AI Boom
Rising memory chip costs linked to AI growth disrupt smartphone chipmakers, causing order cuts and expected declines in budget phone sales.
Read More
Geopolitical Tensions Impact India’s Smartphone Export Growth, Apple Production Less Affected
Rising conflict in the Middle East disrupts smartphone supply chains in India, though Apple’s Indian-made iPhones face limited impact amid shifting production hubs.
Read More
US PC Shipments Rise 3% in Late 2025 Before Steep Decline Expected in 2026
US PC shipments grew 3% in late 2025 to 18.2 million units but are forecast to drop 13% in 2026 amid rising prices for PCs and memory.
Read More
TSMC Prioritizes AI and Key Clients Amid Worsening 3nm Chip Shortage
TSMC’s 3nm chip production shortage is intensifying as demand from AI and cloud clients drives prioritization of key customers.
Read More
Anthropic Wins Key Legal Battle Against U.S. Department of Defense but Faces Further Appeals
Anthropic secured a court ruling removing it from a U.S. defense blacklist, but experts warn the dispute with the Pentagon is not yet fully resolved.
Read More
Samsung and SK Hynix Boost Investments in Chinese Memory Chip Plants Amid DRAM and NAND Shortages
Samsung and SK Hynix sharply increase investments in Chinese memory chip manufacturing to address the ongoing DRAM and NAND supply deficits fueled by AI demand.
Read More