Intel
… Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. …
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Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… The New York Fed has said that supply chains are facing mounting pressure. In particular, Iran’s blockade on the Strait of Hormuz is a threat to the global helium supply; helium is used in manufacturing semiconductors, and there is nothing that can replace it. …
AMD
… That’s according to AMD CEO Lisa Su, who told Bloomberg that components from TSMC’s Arizona facilities will cost more than similar parts made in Taiwan, but says it’s worth it for diversifying supply chains. …