Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China
Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients …
US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global
Wall Street Journal:LinkedIn:Robert Elfinger,Zak Kostura,Andrew C. Lindsey,Chris Teddy, andDavid GitlinLinkedIn:Robert Elfinger:Wesco CEO John Engel recently told The Wall Street Journal that staying ...
AI companies are outbidding Apple, long dominant in the electronics supply chain, for chips, memory, glass fiber, and more, as suppliers gain leverage on prices
Parts for iPhones to cost more owing to surging demand from AI companies — Apple has dominated the electronics supply chain for years.
How Ukraine and Russia rely on the same Chinese drone suppliers, whose tech is vital to the war; China has banned sensitive drone tech exports to both countries
As both sides scramble to source vital parts, some experts are convinced Russian buyers are being favoured by Beijing
As Taiwanese chipmakers source more materials and parts locally, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector
TAINAN, Taiwan — A surprising cast of companies, including suppliers to the steel, plastics and display industries and even a maker …
The EC introduces draft revisions to the EU's Cybersecurity Act to phase out equipment from high-risk suppliers in critical sectors, a move criticized by Huawei
The EU plans to phase out components and equipment from high-risk suppliers in critical sectors, according to a draft proposal released …
Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure
Proposed Cybersecurity Act would phase out groups such as Huawei and ZTE from telecom networks and solar energy systemsForums:r/EU_EconomicsForums:r/EU_Economics:Brussels in move to bar Chinese suppli...
Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors
Parts makers concerned about whether Beijing will allow imports of AI processors — Suppliers of parts for Nvidia's H200 chips …
How Arizona is training talent for its growing chip industry as suppliers fear tighter US immigration policy; Arizona has drawn $200B+ in investments since 2020
Nikkei Asia : Bluesky: @whortana Bluesky: Alice / @whortana : I am extremely suspicious about this due to the water scarcity concerns [embedded post]
Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports
Zijing Wu / Financial Times :