Missile-grade magnets at risk as China tightens grip on rare earths
Samarium-cobalt components for Tomahawks, fighter jets, and hypersonic weapons now hinge on a finite European stockpile
Supply chain articles
Honda briefly shut downs factories as Nexperia chip feud isn't over yet
Even basic car chips are caught in a growing international tech dispute
Smartphone prices expected to rise in 2026 as shipments fall
The result of soaring memory and chip prices driven by AI demand
Samsung vs. Samsung: Confusion swirls over alleged RAM supply dispute
The end of the AI bubble cannot come soon enough
Nexperia and Wingtech feud escalates, raising new fears of global chip disruptions
Supply chain stability in doubt as Dutch and Chinese sides clash over control
The iPhone Fold may debut with a crease-free display, and a sky-high price
Insiders say Apple cracked the crease
Dutch government hands chipmaker Nexperia back to Chinese owner after political standoff
After months of geopolitical friction, The Hague steps back from direct intervention in the chipmaker's operations
Tesla is quietly trying to build US cars with zero China-made parts
Its accelerating its supply chain shift to Mexico and Southeast Asia as tariffs and chip disputes bite
Geopolitical tensions around Nexperia's chip supply chain could soon halt Europe's auto industry
Major industry players are just a few weeks away from a disastrous chip shortage, insiders say
RAM shortages could derail Nvidia's RTX 50 Super series launch plans
AI data center demands may impact future GPUs
AI boom drives record 172% surge in DRAM prices as shortages hit memory market
A bigger yearly jump than gold
Nexperia's chip exports are back on, easing one of the weirdest global supply chain standoffs
Exports of mature-node chips will resume, vital to automakers and electronics manufacturers
Automakers scale back EV production as incentives end, but new deals hint at rebound
GM and Rivian cut jobs amid EV market uncertainty
The big picture: With federal incentives ended, EV automakers are monitoring demand, recalibrating production, and weighing further adjustments amid shifting policies and renewed global competition. At the same time, newly forged trade agreements and planned industry investment suggest that some of the current downsizing may be reversed as markets adjust and manufacturers launch new models.
DRAM prices soar as hyperscalers pay 50% more for only partial orders
Expect major shortages through the end of 2025
Not so fast: Latest analysis suggests iPhone Air production remains steady
Apple supply chain data show no iPhone Air cutbacks, says TD Cowen
HP is betting on Saudi manufacturing as the kingdom pitches itself as the Middle East's tech factory
A partnership with SAMI Advanced Electronics will produce millions of devices before 2030
Apple unveils new $100 billion US investment plan amid tariff pressure
Investments include a cover glass factory in Kentucky and a 250,000-square-foot server facility in Houston
New restrictions on China's rare earths will likely disrupt tech and defense industries
The latest measure targets seven rare earth elements, including scandium and dysprosium
Nvidia RTX 50 series supply woes extend to system builders as scalpers drive up prices
Accusations of price gouging fly while system integrators blame distributors for inflated GPU costs
Two mines in North Carolina that monopolize high-purity quartz could face disruptions due to Hurricane Helene
Hurricane damage may threaten critical semiconductor supply chain link
Popular recording software used in courtrooms infected by password-stealing backdoor
No explanations about how the malware ended up in the software suite, yet
Massive 7.4-magnitude earthquake strikes Taiwan, threatens tech supply chain
Recent events have exposed the fragility of the tech supply chain
Two mines in North Carolina are the world's only producer of the quartz necessary for semiconductor manufacturing
If they were to stop operating, it would mean a few years of catastrophic disruption, says Wharton professor Ethan Mollick
iPhone 15 Pro could face "severe" shortages at launch
Apple's crusade against screen bezels has reportedly hit a roadblock
