#Supply

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GlobalWafers' Sherman, Texas, plant is the only U.S. source of advanced 300mm wafers; Micron's fabs cannot run without them.

The new biography Steve Jobs contains a remarkable claim about the power supply of the Apple II and its designer Rod Holt: [1] Instead o...

A reputable supply chain leaker just added fresh confirmation that a new touchscreen-equipped MacBook is coming soon.

A coalition of nine U.S. trade associations has urged the Trump administration to address an AI-driven memory chip shortage, warning that soaring DRAM prices and constrained supply could raise costs for consumer electronics, automobiles, medical devices,…

For several days now, officials said the DJB has been unable to maintain its targeted water production of 1,000 MGD, with output dropping by around 90 MGD amid a shortage of raw water.

Nvidia's Vera chip targets a $200 billion market beyond its $1 trillion GPU forecast — and Jensen Huang says it's already supply, constrained before it ships.

Despite many claiming otherwise, Apple says your iPhone and iPad don't contain conflict minerals sourced from armed groups in Africa.

Apple has filed its annual conflict minerals disclosure with the SEC, detailing its supply chain checks across iPhone, Mac, and more.

A MrNasdog Pressure Framework read of Arbitrum (ARB): fixed 10B supply, ~6.26B circulating, ~3.74B still under team/investor vesting through 2027. DAO Treasury holds 2.66B ARB (~27%) — read on-chain from the Arbitrum L2 RPC.

Walmart's new Prepaid Consolidation Program aims to give suppliers a lower-cost path to its 42 regional DCs via three automated consolidation centers.

One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive.

Supply chain attacks every other morning Unless you've lived under a rock for the last few...

Nvidia has committed at least $6.5 billion to photonics companies since the beginning of March, making it the largest single investor in the technology that many in the industry believe will replace copper wiring as the backbone of AI data centres.…

Strategic petroleum reserves are declining rapidly as countries release emergency crude supplies to cushion the economic impact of the Middle East conflict.