Supply Chain

Nvidia's $63 billion stock portfolio is a map of its own supply chain

China strategically slows exports of critical materials used in semiconductor fabrication to Taiwan — germanium and quartz exports to the region also threaten optical and robotics supply chain

Baidu says Chinese buyers want local AI chips due to ‘supply chain’ issues

iPhone 20 Pro’s all-glass design spotted in supply chain, says leaker

Vertiv CEO on AI Infrastructure Buildout, Supply Chain

Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

SemiAnalysis Xie on Asia AI Supply Chain

Here we go again: Supply chain thinks iPhone Fold will ship in 2027, not 2026

Taiyo Yuden Sees ‘Scary’ AI Demand Straining Supply Chain

Catching the LiteLLM and Telnyx supply chain zero-days via semantic analysis

3M's PFAS exit killed the supply chain for two-phase immersion cooling in DCs

Iran War Unlikely to Hurt AI Supply Chain for Now, Seagate Says

Supply Chain Vuln Compromised Core AWS GitHub Repos & Threatened the AWS Console

Apple faces critical shortage [of glass cloth] as AI boom strains supply chain

Apple's iPhone Air Experiment Fails as Supply Chain Cuts Production by 80%

Jaguar Land Rover Hack 'Has Cost 30,000 Cars and Threatens Supply Chain'

Meet Apple's next COO Sahib Khan, a 30-year veteran who will oversee the iPhone maker’s supply chain amid the 'Trump tariff black cloud'

Logitech quietly raises prices on popular PC accessories by up to 25% after tariffs | Tariffs and supply chain costs trigger price hikes for various manufacturers

Trump's tariffs force laptop makers like Dell and Lenovo to halt US shipments | The supply chain is in shambles, and technology companies are trying to adapt

Open Source Coalition Announces 'Model-Signing' to Strengthen ML Supply Chain