… TOPICS: ai chips · AMD · broadcom · cerebras · memory chips · Nvidia · semiconductors · supply chain · TSMC Latest articles Mobiles News May 13, 2026 Qualcomm’s 2nm Snapdragon gets wallet-melting Network News May 13, 2026 FCC lets foreign routers live a bit longer Data Center Network May 13, 2026 M… …
… A fivefold bump is the sort of demand signal that makes supply chain accountants start smiling in spreadsheets. …
… Demand for CPUs for agentic AI computing appears to be nudging the substrate supply chain. …
… These chips are greedy little beasts, and the supply chain is not enjoying the feeding frenzy. …
… TOPICS: 2nm · Android · Apple · lpddr6 · Qualcomm · smartphone chips · snapdragon 8 elite gen 6 pro · TSMC · UFS 5.0 Latest articles Network News May 13, 2026 FCC lets foreign routers live a bit longer Data Center Network May 13, 2026 Microsoft’s Kenya AI datacentre stalled due to lack of power Dat… …
… One claim from a semiconductor expert even alleges that Apple is deliberately sabotaging competitors to do this.” TOPICS: Apple · iphone · iphone manufacturing · memory shortage · Samsung · smartphone components · supply chain · tech industry · Tim Cook Latest articles AI News May 6, 2026 AMD think… …
… For the global memory and consumer electronics markets, that means more price pressure and another supply chain headache. KB Securities said that if 30 to 40 per cent of Samsung’s union members joined the strike, global supply disruption could hit DRAM and NAND. …
… It has helped build China’s domestic semiconductor supply chain while being used as a proxy punchbag in the fight between Beijing and Washington. …
… Industry reports suggest GPU and PC component prices will continue to rise through 2026 as memory demand squeezes the market and supply chains remain tight. …
… A strike could give global supply chains a proper kicking while memory chip supply is already tight. …