Samsung Labor Crisis Threatens AI Chip Supply
Samsung faces potential strikes as unions demand better wages, risking global semiconductor supply chains during the AI …
🏷️ Supply Chain
19 articles about 'Supply Chain'
Apple Watch Quality Issues Raise Supply Chain Concerns
Reports of Apple Watch defects tied to Vietnam manufacturing highlight growing pains in Apple's supply chain diversifica…
Ajinomoto Plans New ABF Factory to Meet AI Chip Demand
Japanese food giant Ajinomoto announces a new ABF insulation film factory in Gifu Prefecture, targeting 2032 production …
PC Motherboard Sales Plunge Over 25% as AI Chips Drain Supply
AI data center expansion is starving consumer PC markets of critical components, driving motherboard sales down more tha…
BOE Targets 35M iPhone OLED Shipments in 2026
Chinese display maker BOE Technology deepens Apple partnership, aiming to ship 35 million OLED panels across multiple iP…
Beyond Optical Modules: The Hidden Materials Powering AI
While NVIDIA and 800G optical modules dominate headlines, a $72B semiconductor materials market quietly holds the real k…
AI Power Supply Boom Drives Global Rush for Chinese MCU Chips
Overseas AI power supply and optical communications firms are mass-purchasing Chinese MCU chips as surging GPU power dem…
NVIDIA Now Sources 90% of Production From Asia
Asian suppliers now account for 90% of NVIDIA's production costs, up from 65% a year ago, as AI capacity competition int…
HDD and SSD Shortages Force 5-Year Supply Contracts
AI data center expansion is consuming all available storage inventory, pushing customers into unprecedented long-term su…
Amazon Turns Its Shipping Empire Into the Next AWS
Amazon opens its massive logistics network to outside businesses, directly challenging UPS, FedEx, and DHL with a new en…
Amazon Opens Global Logistics Network to All Businesses
Amazon launches 'Amazon Supply Chain Services,' opening its vast logistics infrastructure to all companies and directly …
MSC Launches Europe-Middle East Route Bypassing Hormuz
Mediterranean Shipping Company unveils new express service connecting European ports to Saudi Arabia and Jordan, using m…