The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
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Dell and Samsung Push AI Infrastructure Into Semiconductor Manufacturing
Dell and Samsung Push AI Infrastructure Into Semiconductor Manufacturing by Harold Fritts on May 18, 2026 AI ◇ Enterprise At Dell Technologies World, Dell announced an expanded partnership with Samsung Electronics to support AI-driven semiconductor manufacturing, with Dell AI infrastructure deploye… …
Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss Etron's Chairman claims that one of the reasons the DRAM supply chain has seen massive disruptions is that a few years ago, manufacturers weren't focusing on increasing produc… …
Apple reportedly seeks partnership with Intel and Samsung to build chips in the US
… There are three main reasons why Apple wants to reduce its reliance on TSMC for chip manufacturing: geopolitical tensions between China and the United States over Taiwan, bringing production to the US as part of the company’s $600 billion investment commitment under Trump’s presidency, and safeguar… …
Samsung workers seeking to block company's $26.6 billion bonus to chip employees
… After weeks of strikes and concerns about potential production disruptions amid rising AI demand, the South Korean government stepped in to mediate a deal between Samsung and its 48,000 workers to end the strike. …
Apple said to be talking to Intel and Samsung about building key device processors - Engadget
… Apple has previously expressed concern about supply disruptions should China ever invade Taiwan. TSMC now builds some of Apple's chips at its Phoenix, Arizona plant, and Apple said 100 million of its SoCs will be built stateside in 2026. …
Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production
… 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 JPMorgan analysts warned earlier this month that Samsung's annual opera… …
Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC - 9to5Mac
… Back to the report, Bloomberg says that Apple’s main challenges in its diversification efforts center on manufacturing scale and consistency, as “Intel and Samsung can’t reliably offer the type of production and scale that’s turned TSMC into the dominant made-to-order chip manufacturer — and one of… …
Apple could turn to Samsung as a plan B for its iPhone and Mac chips
… Even though Samsung is in a better position to supply chips to Apple, the latter prefers having multiple suppliers so it can have more leverage while negotiating deals. It also gives Apple a geographical advantage if political tensions between Taiwan and mainland China disrupt chip supplies. …
OpenAI's new AI-focused smartphone is taking aim at Apple's iPhone
… Add TweakTown as a source on Google Similar News Stories Samsung mocks Apple on AI: says 'adding 'Apple' doesn't make it new or groundbreaking' Apple's nears deal to bring Open AI's ChatGPT generative AI to IOS 18 Apple is talking to OpenAI about future iPhone AI features once more Apple fast track… …