… Asian Suppliers Are Heavily Dependent On Energy Imports From the Middle East, Creating Huge Long-Term Risks When we talk about the AI frenzy, several risks need to be addressed to ensure the pace doesn't slow down, and one of the major ones is supply chain disruptions. …
… Related Story Intel Strong-Arms PC Partners Into Buying 18A Chips, Forcing Costly Redesigns As Older Node Supply Dries Up According to industry experts, TSMC's earnings call will focus on the Middle East supply chain crisis and the company's ability to sustain operations in a complex landscape. …
China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. …
… Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release… …
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …
… Read all comments on NVIDIA’s Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns
… Chinese companies have already penetrated Samsung’s supply chain to reduce component costs. …
… NVIDIA Is Looking at a "Low Risk" Partnership With Intel Foundry, Involving the Outsourcing of Just the Feynman I/O Die TSMC is emerging as a major bottleneck in the AI supply chain , and there's no doubt that fabless manufacturers are exploring options to expand their sourcing strategies. …
… BOE could supply Galaxy S27 OLEDs at $5 less than Samsung’s own display manufacturing arm, allowing the Chinese firm safe passage into the supply chain As Chinese display suppliers suffer from a production slump in Q1 2026 due to rising RAM prices, BOE will look to maintain profitability by offerin… …
… As to the reasons behind this drastic interest in a former supply chain partner, the analyst writes : Beyond the usual considerations of reducing single-source risk and strengthening bargaining power, the key to Apple's approach lies in its recognition that the gap in revenue contribution to TSMC b… …