… If Samsung lands the deal, it would mark a significant shift in the global semiconductor supply chain. At the heart of Samsung’s profit boom is high-bandwidth memory HBM , a type of chip critical to running AI systems, which has dramatically improved the company’s margins. …
… The South Asian nation, home to more than 1.4 billion people and over 700 million smartphone users, has become a bellwether for consumer demand in price-sensitive markets, making shifts in buying patterns closely watched by device makers, chip suppliers, and investors tracking the broader health of… …
… Nearly all of the world’s cobalt is processed by Chinese companies, for example. “It gives us a path towards supply chain resilience and low-cost materials,” Andy Oury, business planning manager at GM, told TechCrunch. “Sodium-ion is very much in its infancy with the opportunity for the supply chai… …
… During the company’s earnings call in April, Cook alluded that for iPhones, the company was facing constraints on the main processing chip rather than memory. He also said that it “may take several months to reach supply-demand balance” for Mac Studio and Mac Mini. …
… And that level of focus largely held through the Biden years, as his administration freed up federal money for charging stations and EV manufacturing credits, while shaping policy around the battery material supply chain. …
… For now, instead, the work of turning a promising compound into a real product — the formulation, the manufacturing scale-up, the supply chain, the safety testing — is still done manually by the same scientists who discover the compounds in the first place. …