Tag Directory / SUPPLYCHAIN     showing 21–40 of 221   RSS



Smartphone Market To Decline 13% in 2026, Marking the Largest Drop Ever Due To the Memory Shortage Crisis

msmash / slashdot - An anonymous reader shares a report: Worldwide smartphone shipments are forecast to decline 12.9% year-on-year (YoY) in 2026 to 1.1 billion units, according to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. This decline…


Analysts: smartphone shipments set for record plunge

7 days / techspot


Chipmakers race to add capacity; exports surge on demand


Consumers trade in flagship phones amid buyer remorse


Memory drought squeezes devices, hikes prices and delays launches

6 days / tomshardware

6 days / cnbc

6 days / tomshardware

7 days / techpowerup


Back to Top / Friday, February 27, 2026, 4:21 pm / permalink 19899 / 15 stories in 7 days


Japan Injects $1.7 Billion Into Rapidus, Retains Veto Power Over Chip Startup

Harkaram Grewal / implicator - Japan secures veto power over Rapidus with golden share as $1.7B funding round from 32 companies exceeds targets for 2nm chip venture.

#semiconductors #techpolicy #chips #government #business #supplychain #asia #manufacturing #technology #japan

7 days / techpowerup

7 days / tomshardware


Back to Top / Friday, February 27, 2026, 9:21 am / permalink 19875 / 5 stories in 7 days


Apple says it has "a big week ahead." Here's what we expect to see.

Andrew Cunningham / arstechnica - Apple is taking an "ain't broke/don't fix" approach to most of its gadgets.


Apple teases 'big week'; low-cost MacBook and launches incoming.

7 days / appleinsider

7 days / appleinsider

7 days / digitaltrends


Other: Mac mini AI use and macOS downgrade guidance.


Studio Display refresh rumors hint at Pro model, higher specs.

7 days / iclarified

7 days / appleinsider


Touchscreen MacBook debate revives Jobs' objections amid design fixes.


All Other Stories


Back to Top / Friday, February 27, 2026, 8:21 am / permalink 19873 / 14 stories in 7 days


Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

Jeff Carlson / cnet - AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.


AI hardware prices spike; DGX Spark rises $700

7 days / tomshardware


Chip crunch threatens budget PCs and phones


DRAM price surge: suppliers hike quotes and contracts

7 days / techxplore


IDC warns record 13% smartphone slump in 2026

7 days / cnbc

8 days / ycombinator


All Other Stories


Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19854 / 13 stories in 8 days


Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm

techpowerup - The head of Intel Foundry, Kevin O'Buckley, is leaving the company to join Qualcomm. He will take on the role of Executive Vice President of Global Operations and Supply Chain at Qualcomm, effective March 2, 2026. At Qualcomm, O'Buckley will oversee globa…

#semiconductors #chips #business #jobs #supplychain #intel #manufacturing #technology #qualcomm

7 days / ycombinator

8 days / techpowerup

8 days / tomshardware


Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19853 / 6 stories in 8 days


HP warns RAM now makes up 35% of the cost of building a PC

techspot - Over the past few months, RAM chips used in new PCs have nearly doubled in price. According to HP Inc. CFO Karen Parkhill, memory's share of the PC bill of materials has risen from 15 percent to 18 percent, and now to roughly 35 percent. And that may be o…

#ai #hardware #semiconductors #chips #business #supplychain #pricing #manufacturing #gadgets #memory

8 days / techspot

8 days / tomshardware


Back to Top / Thursday, February 26, 2026, 10:22 am / permalink 19801 / 13 stories in 8 days


Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'

tomshardware - Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

#gaming #semiconductors #chips #nvidia #gpu #business #supplychain #pricing #memory

8 days / tomshardware

8 days / techpowerup


Back to Top / Thursday, February 26, 2026, 9:21 am / permalink 19795 / 8 stories in 8 days


Poland’s FlyFocus Raises €4.5M To Scale European-Made Drone Production

Kailee Rainse / startuprise - FlyFocus, a Warsaw-based defence technology company, has secured €4.5 million in funding. The round was led by ffVC, with participation from the NCBR Investment Fund, the VC arm of Poland’s National Centre for Research and Development. The company will us…

#vc #hardware #defensetech #business #aerospace #supplychain #europe #manufacturing #drone

Back to Top / Thursday, February 26, 2026, 6:22 am / permalink 19782 / 4 stories in 8 days


Callosum Raises $10.25M in Funding

FinSMEs / finsmes - Callosum, a London, UK-based AI infrastructure company for AI models, raised $10.25M in funding. The round was led by Plural, with participation form Advanced Research, Invention Agency (ARIA), Charlie Songhurst (Meta), Stan Boland (FiveAI), John Lazar. T…

#ai #startups #vc #cloud #hardware #semiconductors #chips #uk #deeptech #supplychain

Back to Top / Thursday, February 26, 2026, 6:21 am / permalink 19780 / 5 stories in 8 days


Apple is quietly assembling a US chip supply chain, one layer at a time

techspot - TSMC's vast complex outside Phoenix is central to that effort. The 2,000-acre site is slated to host six fabrication plants along with supporting infrastructure. Apple is positioning itself as the anchor customer: the company plans to purchase more than 1…

#semiconductors #apple #chips #tsmc #business #supplychain #us #manufacturing #technology

9 days / appleinsider

9 days / techspot


Back to Top / Wednesday, February 25, 2026, 6:21 pm / permalink 19762 / 3 stories in 9 days


Google catches Beijing spies using Sheets to spread espionage across 4 continents

Jessica Lyons / theregister - UNC2814 historically targets governments and telcos A China-linked crew found a unique formula for attacking telcos and government orgs across the Americas, Asia, and Africa in its latest round of intrusions. Google's threat intelligence, along with unnam…

#cybersecurity #dataprivacy #infosec #cloudsec #china #google #government #cybercrime #supplychain #telecommunications

Back to Top / Wednesday, February 25, 2026, 3:21 pm / permalink 19746 / 4 stories in 9 days


Nvidia set to report quarterly results after the bell

cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.


Inside Nvidia's tech: Vera Rubin and chip-deal competition


Nvidia's record quarter and blowout guidance reshape AI market

9 days / ft

9 days / techpowerup


Traders position ahead of Nvidia earnings; markets jitter

9 days / cnbc


All Other Stories

9 days / cnbc

9 days / bbc


Back to Top / Wednesday, February 25, 2026, 12:22 pm / permalink 19736 / 25 stories in 9 days


iPhone Fold hinge crease will be about 1/4 the depth of the Galaxy Fold 7

appleinsider - Apple's focus on the iPhone Fold display will finally pay off when it is released, with the device rumored to have a tiny crease compared to other foldable smartphones.The iPhone Fold's screen should be crease-free — image credit: AppleInsiderThe long-rum…

#hardware #apple #iphone #supplychain #manufacturing #technology #gadgets #oled #smartphone #foldable

9 days / iclarified

9 days / appleinsider


Back to Top / Wednesday, February 25, 2026, 10:22 am / permalink 19726 / 4 stories in 9 days


Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET

techspot - Samsung is expected to reveal at least three phones in San Francisco today: the Galaxy S26, Galaxy S26+, and Galaxy S26 Ultra. It seems that reports the company dropped plans for a Galaxy S26 Edge (and likely any future Edge models) following weak S25 Edg…


Features: AirDrop support and AI's impact on resale values


Live coverage: Unpacked launch and promotional stunts

9 days / techspot

9 days / mashable


Other: unrelated tech and startup news


Supply drama: DRAM sourcing, Micron role and internal distributor clash

9 days / techpowerup


All Other Stories


Back to Top / Wednesday, February 25, 2026, 7:21 am / permalink 19714 / 19 stories in 9 days


HP says memory’s contribution to PC costs just doubled to 35 percent

Simon Sharwood / theregister - Speeds up qualification of new suppliers to get more cheap parts into PCs, faster HP Inc. has revealed that memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter. And the company…

#hardware #semiconductors #stockmarket #earnings #business #supplychain #pricing #manufacturing #technology #memory

9 days / techpowerup


Back to Top / Tuesday, February 24, 2026, 11:21 pm / permalink 19705 / 6 stories in 10 days


Chinese drone-maker DJI sues to overturn FCC foreign drone ban

Jon Keegan / sherwood - The FCC’s move to ban all foreign drones and components is being challenged in federal court.

#techpolicy #china #business #supplychain #us #law #fcc #litigation #drone #regulation

9 days / tomshardware


Back to Top / Tuesday, February 24, 2026, 4:22 pm / permalink 19688 / 6 stories in 10 days


Apple Will Begin Manufacturing Mac Minis in Houston Later This Year

John Gruber / apple - Apple Newsroom: Apple today announced a significant expansion of factoryoperations in Houston, bringing the future production of Mac minito the U.S. for the first time. The company will also expandadvanced AI server manufacturing at the factory and provid…

#hardware #apple #business #jobs #supplychain #us #economy #manufacturing #technology #gadgets

10 days / ycombinator

10 days / cnbc


Back to Top / Tuesday, February 24, 2026, 2:21 pm / permalink 19677 / 5 stories in 10 days


$200M on the Line: Pentagon Meets Anthropic CEO Over AI Restrictions

Aminu Abdullahi / eweek - Defense Secretary Pete Hegseth is set to meet Anthropic CEO Dario Amodei as the Pentagon presses for broader military use of Claude.The post $200M on the Line: Pentagon Meets Anthropic CEO Over AI Restrictions appeared first on eWEEK.


$200M contract at stake amid Anthropic dispute


Anthropic holds firm on safety red lines


Pentagon's Friday ultimatum: DPA threat and supply-chain pressure

10 days / bbc

10 days / ft


Search for Claude replacements: Grok, Gemini, OpenAI options

10 days / cnbc

10 days / bgr


All Other Stories

10 days / pymnts / PYMNTS


Back to Top / Tuesday, February 24, 2026, 2:21 pm / permalink 19676 / 24 stories in 10 days


US gov't warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027 — Apple CEO reportedly said he sleeps 'with one eye open'

tomshardware - A new investigative report from The New York Times reveals that, in July 2023, senior US intelligence officials privately briefed some of the tech industry's most powerful executives on classified assessments regarding China and Taiwan.

#techpolicy #apple #china #government #business #supplychain #us #asia #cia #timcook

10 days / tomshardware

10 days / appleinsider


Back to Top / Tuesday, February 24, 2026, 11:22 am / permalink 19654 / 4 stories in 10 days


Apple will start manufacturing the Mac mini in the US later this year

Reece Bithrey / theshortcut - With a brand new 220,000 square foot plant

#semiconductors #techpolicy #apple #chips #tsmc #business #supplychain #us #manufacturing

10 days / bgr

10 days / appleinsider

10 days / iclarified


Back to Top / Tuesday, February 24, 2026, 10:21 am / permalink 19647 / 8 stories in 10 days


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...



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