Search: Supply chain & pricing

Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors

… Their recommendations include accelerating expansion of memory manufacturing capacity in the United States and allied nations, using trade agreements to strengthen supply-chain resilience, ensuring adequate memory supply for non-AI industries, leveraging CHIPS Act programs where possible, and reduc… …

Jun 5, 2026 · Etiido Uko

Epic Games’ Tim Sweeney slams Valve over Steam Deck price hikes — mocks founder Gabe Newell over rising costs of megayachts

… There has been a significant rise in the cost of components that Steam customer spending ultimately funds, and economic trends have created severe disruptions in the component parts supply chain for megayachts. pic.twitter.com/w8iHVdSatK May 28, 2026 While his post initially mentioned the significa… …

May 29, 2026 · Jowi Morales

AI data centers require 36 times more fiber than designs with standard servers — severe glass shortages push cable lead times out to a full year

Major Chinese optical fiber manufacturers have booked orders stretching into early 2027, as AI data center construction drives demand growth that the supply chain cannot match, according to a DigiTimes report. …

May 16, 2026 · Luke James

TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

… Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking “It will be a long time before we can meet customer demand,” C.C. …

Jun 4, 2026 · Jowi Morales

Anthropic files for IPO — Claude maker races OpenAI and SpaceX to Wall Street

… When Anthropic refused, the Pentagon deemed the company a supply chain risk, though Amodei has been to the White House to discuss Mythos. …

Jun 1, 2026 · Andrew E. Freedman

Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT

… John Moolenaar , the chairman of the House China committee, has warned that Apple partnering "with a Chinese military company would be a grave mistake." He told Financial Times that it's imperative for America not to rely on foreign supply chains for something as critical as DRAM. …

Jun 27, 2026 · Hassam Nasir

Production of DDR4 memory and motherboards is restarting amid unprecedented memory shortages — PC industry preparing for a world without DDR5

… Although there is already DDR4 in the market, it’s also easier to produce, which would help elevate some of the bottlenecks in the current memory supply chain. …

Jun 4, 2026 · Paul Alcorn

32GB of DDR5 now costs $375 minimum — AI shortage continues to squeeze PC building

As the demands of AI continue to consume manufacturing capacity at every level of the PC hardware supply chain, 32GB of DDR5 RAM — broadly understood to be the sweet spot for gaming PCs and enthusiast builds — can no longer be found for less than $375. …

Jun 3, 2026 · Stephen Warwick

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers

… Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking While Samsung has already started winding down production at its facili… …

May 18, 2026 · Stephen Warwick

SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins

… AMEC also claims SMIC has purchased at least 800 of its tools, a figure Chang cited on the same broadcast, and that its etch technology is used in TSMC's supply chain at nodes from 65nm down to 5nm and 3nm. …

May 19, 2026 · Luke James

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