Chips
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …
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Food
… Image: Calbee This pasta sauce wants to record your family Andrew Liszewski Apr 20 The Strait of Hormuz blockade is causing a slow-moving food crisis The closure of the Strait of Hormuz is choking off the world’s supply of fertilizer feedstock, triggering concerns about rising food prices and short… …
Intel
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …
You’re about to feel the AI money squeeze
… He said that many were moving to self-host AI models — deploying their own within Amazon Bedrock or Google’s Vertex AI to have more control over the supply chain — or changing to open-source or open-weight models for a lot of their needs, since many such models have significantly improved on benchm… …
iPad
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… The New York Fed has said that supply chains are facing mounting pressure. In particular, Iran’s blockade on the Strait of Hormuz is a threat to the global helium supply; helium is used in manufacturing semiconductors, and there is nothing that can replace it. …
Gadgets
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …
AMD
… That’s according to AMD CEO Lisa Su, who told Bloomberg that components from TSMC’s Arizona facilities will cost more than similar parts made in Taiwan, but says it’s worth it for diversifying supply chains. …
All the evidence revealed so far in Musk v. Altman
… Amazon? would fail due to an incompatible company DNA.” He then goes on to detail what a Tesla-OpenAI merge would look like. “Using a rocket analogy, Tesla already built the ‘first stage’ of the rocket with the whole supply chain of Model 3 and its onboard computer and a persistent internet connect… …
Apple
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …