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All articles tagged with #supply chain

China imposes temporary helium export ban to safeguard chip supply amid Middle East tensions
world-news1 day ago

China imposes temporary helium export ban to safeguard chip supply amid Middle East tensions

China has issued an immediate, temporary export ban on helium to prevent domestic shortages as renewed Middle East fighting threatens supplies used in semiconductor manufacturing. Helium is essential for chip cooling and production; China imports about 85%+ of its helium, with Qatar a major supplier. The move aligns with Beijing’s push to boost domestic chip production and reduce dependence on Nvidia tech under US controls, and could tighten global helium supply since Chinese firms also re-export helium.

via The Jerusalem Post|
#china#export-ban#helium
Apple bets $30B on U.S.-made Broadcom chip design
business2 days ago

Apple bets $30B on U.S.-made Broadcom chip design

Apple announced a $30 billion plan to design Broadcom-made wireless chips in the United States, part of a broader push to onshore more of its supply chain. The deal will enable the production of about 15 million chips in the U.S., and Broadcom will invest $1.5 billion to expand and modernize its Fort Collins, Colorado facilities. The move diversifies Apple’s chip sourcing away from Taiwanese makers amid tariff pressures and the AI boom, supporting domestic chip production under its American Manufacturing Program while aiming to shield customers from price increases.

via CNN|
#apple#broadcom#business
Tiny silicon, colossal power: how chips shape our world
technology5 days ago

Tiny silicon, colossal power: how chips shape our world

Nature’s book review of The Chip Age argues that the semiconductor is the real backbone of modern life, tracing the history from early integrated circuits to today’s global supply chains. It highlights pioneers like Kilby and Noyce, explains ARM’s licensing-origin from Acorn, and shows how policy, subsidies, and trade battles helped build today’s chip-dominant world—led by Taiwan’s TSMC—while raising environmental, labor and geopolitical concerns that complicate the race for supremacy.

via Nature|
#arm#computer-chips#semiconductors
Apple's Foldable iPhone Ultra to launch in tight supply with possible shipping delays
technology6 days ago

Apple's Foldable iPhone Ultra to launch in tight supply with possible shipping delays

Analyst Ming-Chi Kuo says Apple’s foldable iPhone Ultra will launch with severely limited stock (about 7–8 million units for 2H26, 0.5–1 million in Q3), making a September release unlikely. Delivery could take 4–6 weeks or longer, with December availability at best, and scalpers pricing the device 50–100% above retail; full availability is expected to improve by early 2027.

via 9to5Mac|
#apple#foldable#iphone-ultra
Data centers as America's test of industrial resolve and domestic supply resilience
opinion6 days ago

Data centers as America's test of industrial resolve and domestic supply resilience

The author argues that data centres are a strategic test of US industrial resolve, highlighting how China’s dominance in critical minerals and downstream tech was shaped by past American missteps. While local opposition and proposed moratoria raise concerns about energy, water, and permitting, data centres spur investment in domestic manufacturing of advanced electrical equipment and create jobs, aligning demand with rebuilding resilient supply chains. By channeling investment—rather than halting projects—into US workers and clean-energy grid upgrades, the US can strengthen its industrial base and compete with Beijing, avoiding a repeat of the rare-earth era’s missed opportunities.

via Financial Times|
#data-centres#opinion#reindustrialisation
Apple to roll out at least five iPhones and ramp foldables amid memory crunch
technology9 days ago

Apple to roll out at least five iPhones and ramp foldables amid memory crunch

Apple reportedly plans at least five new iPhone models from late this year through early 2027, increases foldable iPhone production to about 10 million this year, and is exploring memory-chip suppliers in China to ease AI-driven shortages, with 2026 iPhone production expected to exceed 220 million as it seeks to gain market share amid industry-wide component constraints.

via CNBC|
#apple#foldable-iphone#iphone
Apple Eyes Chinese Memory Chips to Cut RAM Costs
technology9 days ago

Apple Eyes Chinese Memory Chips to Cut RAM Costs

Apple is reportedly in talks to buy memory chips from Chinese makers CXMT and YMTC to reduce RAM costs amid a global memory shortage; discussions are ongoing with no deal yet. The talks could involve chips for China‑market devices, potentially freeing up other suppliers for the U.S., but regulatory and political hurdles remain, including scrutiny of Chinese suppliers and past backlash over YMTC.

via MacRumors|
#apple#cxmt#memory-chips
Rivian bets big on R2 as tornado tests its factory
technology9 days ago

Rivian bets big on R2 as tornado tests its factory

Rivian’s push to scale the affordable R2 is tested by a tornado that damaged its Normal, Illinois factory just as the EV market cools and policy shifts bite; the company bets on vertical integration, in-house software, and a VW partnership to carry it to mass production, but success now hinges on the R2 delivering volume and profitability amid supply-chain volatility and competition.

via The Verge|
#ev#factory#r2
CMA CGM expands US logistics footprint with $1.4bn FedEx Supply Chain buy
business10 days ago

CMA CGM expands US logistics footprint with $1.4bn FedEx Supply Chain buy

CMA CGM agreed to acquire FedEx's third‑party logistics unit, FedEx Supply Chain, for about $1.4 billion including debt, boosting CMA CGM’s North American contract logistics via CEVA Logistics and enabling multiyear air and ocean freight contracts around $3.5 billion. The deal, set to close in 2026, supports CMA CGM’s US growth strategy under Rodolphe Saadé while FedEx continues to refocus on its core air‑ground network and recently spun off FedEx Freight; the purchase underscores CMA CGM’s push to expand in the US through logistics, ports, and partnerships.

via Financial Times|
#business#cma-cgm#fedex
Apple supply chain leak exposes iPhone 18 Pro components in Tata hack
technology11 days ago

Apple supply chain leak exposes iPhone 18 Pro components in Tata hack

Hackers from World Leaks dumped over 630 GB of Tata Electronics data, revealing detailed iPhone 18 Pro components and supplier information, highlighting how Apple’s global supply chain operates and where it may be vulnerable. Apple is investigating; Tata says it has restricted access and is conducting a forensic review. Analysts say the breach underscores the risk that supply-chain weaknesses pose to corporate secrecy and manufacturing, especially as Apple expands production in India; there is no indication yet that consumer data was stolen.

via Al Jazeera|
#apple#cybercrime#india