Apple may hand Intel a slice of its chip business in a major supply chain shift
The scale of Apple's hardware business makes even a limited manufacturing shift significant. …
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Top stories
Any tariff refund Apple gets will be reinvested into US manufacturing
… Supply chain shifts reduce risk but don& 039;t remove pressure Supply chain changes remain one of Apple& 039;s main tools for managing tariff exposure, and the strategy has clear limits. …
NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC
NVIDIA is reportedly exploring options to diversify its chip supply chain, and Intel Foundry is an optimistic choice for next-gen AI lineups at the moment. …
DDR5 Prices in China Face a "Complete Collapse" as Memory Markets Shift From Desperate Scarcity to Sudden Uncertainty
… Many viewers have attributed it to shortages seeing an end, but supply chain reports and market dynamics suggest otherwise. …
NVIDIA's Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns
… 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
TSMC’s Chipmaking Edge Is So Strong That Competitors Are Fighting to Work with Its Supply Chain Partners, Viewing Them as a Winning Bet
… TSMC's Supply Network Has Created a Moat For Them In The Chip Industry, After Passing Them Through Stringent QC Tests The Taiwan chip giant has been known for its work in the semiconductor industry, not just in terms of the process technology it has brought into the market, but also how it has crea… …
PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford
… Read all comments on PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford
Taiwan Launches Major Crackdown on NVIDIA AI Chip Smuggling Network
… Taiwan’s latest operation signals a shift toward more direct regulatory action involving AI hardware supply chains and restricted semiconductor technologies. …
The iPhone's Dynamic Island isn't going away yet, but its days are numbered
… Apple stages major hardware shifts in phases, minimizing risk and giving developers time to adapt. …
Apple Is Losing Its Negotiation Prowess For DRAM Chips To Hyperscalers; New Goal Titled Towards Securing Supply, Not Getting The Best Prices
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …