… Intel’s foundry business and its EMIB-T packaging technology have been at the centre of supply chain rumours lately. Google’s reported work with Chipzilla and capacity constraints at TSMC have made Intel look like an alternative to the Taiwanese outfit’s technology. …
… During its latest earnings call last week, Job’s Mob admitted Mac Studio and Mac mini supply would take several months to catch up with demand. Job’s Mob said Mac-related supply constraints were not caused by a shortage of memory, which has been tiggering the rest of the PC industry. …
… Ajinomoto has reportedly run short of ABF substrates and is hiking prices amid ongoing supply constraints that are squeezing the industry. …