… At a Taiwanese–German aerospace conference in early May in Taipei , Zhen-Wei Chiang of the Ministry of Foreign Affairs highlighted Taiwan’s advantages in addition to being an alternative to China , including competitive costs, advanced IC and electronics integration, rapid development cycles, and s… …
… The pivot also positions Tuurny to potentially address supply chain concerns around legacy chips for systems in telecom, aerospace, defense, and other industries where equipment remains in service long after chips leave mainstream production. …
… Speaking of his sense of the DRAM market, Intel CEO Lip-Bu Tan told attendees at the Cisco AI Summit last week, “There’s no relief until 2028.” With these expansions unable to contribute for several years, other factors will be needed to increase supply. “Relief will come from a combination of incr… …
… That, in turn, requires retooling manufacturing capacity for DC‑specific equipment, expanding semiconductor and materials supply, and clear, long‑term demand commitments that justify major capital investment across the value chain. “Many are taking a cautious approach, offering limited or adapted s…
… One 3 June, the European Commission , the European Union’s executive branch, introduced a sprawling package that seeks to shift the tech supply chain in Europe’s favor. This Tech Sovereignty Package contains four parts. …
… So I asked Moore what indicators he’s looking for that would signal an easing of the memory shortage. “On the supply side, I’d say that if any of the big three HBM companies— Micron , Samsung , and SK Hynix —say that they are adjusting the schedule of the arrival of new production, that’d be an imp… …
… Military › Related Articles Around the Web Pentagon Says It’s Told Anthropic the Firm Is Supply-Chain Risk › NYU Stern Center for Business & Human RightsThe Cost of Conscience: What the Anthropic-Pentagon Feud Means for AI Governance › ai military ai anthropic
… It holds approximately 88% of global platinum-group metal reserves , critical inputs to parts of the semiconductor and data center supply chains that make AI infrastructure possible. …
… Missing a deadline can negate the value of an entire design and may have major financial consequences along the entire supply chain. …
… Qualifying bidders then move to the second part, where their “sovereignty” is scored in more detail. Using too much proprietary software; over-relying on supply chains from outside the EU; having non-EU support staff; liability to non-EU laws like the CLOUD Act: All hurt a bidder’s score. …