Tag: supply-chain
Trump and Xi Jinping Discuss AI Regulation and Nvidia H200 Chip Supply Challenges
Donald Trump and Xi Jinping held talks on AI usage limits and the stalled supply of Nvidia’s H200 chips amid China’s preference for domestic solutions.
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Apple Explores Intel for iPhone Chip Production Amid Efforts to Diversify Suppliers
Apple is testing iPhone chip production at Intel facilities as part of a strategy to reduce reliance on TSMC, confirms analyst Ming-Chi Kuo.
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Counterfeit Components Dominate Russian Server Hardware Market Amid Heavy Reliance on Foreign Infrastructure
Counterfeit parts now represent up to 80% of some server hardware categories in Russia, as companies depend heavily on foreign infrastructure.
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TSMC Raises Semiconductor Market Revenue Forecast to $1.5 Trillion by 2030
TSMC has increased its semiconductor industry revenue projection to $1.5 trillion by 2030, surpassing the previous $1 trillion estimate.
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FCC Targets Chinese Cellular Modules, Threatening Smart Device Supply Chains
The US FCC is intensifying restrictions on Chinese tech, moving to block cellular modules vital to smart devices and disrupting device testing processes.
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Global Chip Manufacturing Faces Helium Tank Shortage Amid Middle East Conflict
Chip production worldwide confronts new challenges as a Middle East conflict disrupts supply of specialized helium transport tanks.
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TSMC Plans Up to $250 Billion Investment for Expanding Arizona Tech Campus Amid Ongoing Challenges
TSMC aims to invest up to $250 billion to expand chip manufacturing in Arizona, despite facing persistent operational and logistical hurdles.
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Silicon Motion CEO Predicts Memory Shortage Will Persist Through 2028
Silicon Motion’s CEO expects NAND and DRAM memory shortages to continue until 2028 amid ongoing industry supply challenges.
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TSMC Plans to Ship Legacy 28nm Chip Production Equipment from Taiwan to Germany
TSMC is relocating older 28nm chip manufacturing equipment from Taiwan to Germany as part of its global expansion and modernization efforts.
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Tesla Semi Trucks Adopt Smaller Battery Packs Without Impacting Range
Tesla Semi trucks have been equipped with smaller battery packs than initially planned, yet their driving range remains unaffected.
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Nintendo Anticipates Decline in Switch 2 Sales Within a Year of Launch
Nintendo expects Switch 2 sales to drop by March 2027 amid ongoing memory chip shortages and industry-wide supply challenges.
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Intel and Apple Reach Preliminary Agreement for Chip Production at Intel Foundry
Intel is set to manufacture some Apple processors at its semiconductor fabs under a new preliminary agreement, according to WSJ sources.
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