Supply Chain - AI News

Nvidia Blackwell B200: Supply Crunch Hits AI Giants

2026-06-04 industry 👁 4

Global demand for Nvidia's Blackwell B200 chips outstrips supply, impacting major tech firms and delaying AI deployment …

2026-06-03 industry 👁 3

Global smartphone shipments face a sharp 13.9% decline in 2026 due to memory shortages and geopolitical tensions, reshap…

2026-06-03 industry 👁 8

Demand for NVIDIA's Blackwell B200 chips outpaces supply, impacting global AI infrastructure deployment and cloud costs.

2026-06-01 industry 👁 8

China's semiconductor materials and robot sectors see massive profit jumps in early 2024, signaling strong AI hardware d…

2026-05-18 industry 👁 20

Samsung faces potential strikes as unions demand better wages, risking global semiconductor supply chains during the AI …

2026-05-09 industry 👁 21

Reports of Apple Watch defects tied to Vietnam manufacturing highlight growing pains in Apple's supply chain diversifica…

2026-05-08 industry 👁 26

Japanese food giant Ajinomoto announces a new ABF insulation film factory in Gifu Prefecture, targeting 2032 production …

2026-05-08 industry 👁 20

AI data center expansion is starving consumer PC markets of critical components, driving motherboard sales down more tha…

2026-05-07 industry 👁 18

Chinese display maker BOE Technology deepens Apple partnership, aiming to ship 35 million OLED panels across multiple iP…

2026-05-06 industry 👁 19

While NVIDIA and 800G optical modules dominate headlines, a $72B semiconductor materials market quietly holds the real k…

2026-05-06 industry 👁 20

Overseas AI power supply and optical communications firms are mass-purchasing Chinese MCU chips as surging GPU power dem…

2026-05-05 industry 👁 18

Asian suppliers now account for 90% of NVIDIA's production costs, up from 65% a year ago, as AI capacity competition int…