Tag: supply-chain
Samsara Unveils Bluetooth-Enabled Tracking Label for Real-Time Cargo Monitoring
Samsara launches a Bluetooth tracking label to help logistics managers monitor cargo location and resolve issues in real time.
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Apple to Source OLED Displays from Samsung and LG, Excludes BOE from 2026 Orders
Apple will rely on Samsung Display and LG Display for OLED screens starting in 2026, dropping plans to include Chinese manufacturer BOE.
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Prices for Nvidia’s Sanctioned AI Chips More Than Double on China’s Black Market
Nvidia’s restricted AI accelerator chips have seen their prices surge over 100% on China’s black market amid ongoing US export controls.
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European Automakers Warn EU’s Push for Tech Sovereignty Could Raise Consumer Costs
European car manufacturers caution that the EU’s efforts to achieve technological independence may lead to higher expenses for consumers.
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Valve’s Steam Machine to Ship with Varying DDR5 RAM Configurations Due to Supply Constraints
Valve’s Steam Machine will feature different DDR5 RAM setups, offering either one 16GB module or two 8GB modules based on supply availability.
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Samsung Surpasses $1 Billion in HBM4 Memory Sales as SK hynix Reevaluates Growth Strategy
Samsung has generated over $1 billion in HBM4 memory sales since February 2026, while SK hynix reassesses its supply expansion approach.
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Legacy DDR2 Memory Sees Price Surge Amid DRAM Shortage
A shortage in DRAM manufacturing capacity triggers renewed demand and rising prices for legacy DDR2 and DDR3 memory modules.
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Chinese Import Substitution Leads to 10% Revenue Decline for Japanese Chip Equipment Suppliers
Japanese suppliers of chip manufacturing equipment saw a 10% revenue drop amid China’s push for import substitution policies.
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Political Actions Unlikely to Ease Consumer Memory Chip Shortage
Memory chip shortages persist in the consumer market with limited political solutions and rising prices, including notable hikes from major brands.
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China Tightens Export Controls on Indium, Potentially Impacting Display and Optical Chip Manufacturing
China’s new export restrictions on indium may disrupt production of displays and high-speed optical chips used in AI data centers.
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Elbrus Processors Resume Deliveries to Russia with Production Shifted Abroad
Elbrus processors are back in Russia following production relocation to a friendly country, enabling renewed chip supplies and adaptation efforts.
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Major Electrolytic Capacitor Manufacturers Raise Prices Amid AI-Driven Demand
Leading electrolytic capacitor suppliers are increasing prices, driven by surging demand linked to the AI boom, potentially triggering industry-wide hikes.
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