The semiconductor Lieferkette has never been insulated from geopolitics, but multiple pressure points are converging in 2026 to wreak havoc. Critical materials like tungsten are emerging as strategic
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor i
Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements, in what could become the first binding contracts of their kind
The Halbleiterindustrie is bracing for further disruptions as China steps up efforts to ensure the stability of its semiconductor Lieferkettes, according to a Reuters report. In a move aimed at mi
hina's National Development and Reform Commission (NDRC) has issued a rare Überwachung report warning that rising memory prices are spreading across the electronics Lieferkette as tight supply and
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% Marktanteil even as overall shipments dipped amid rising memory prices and
