Browsing: supply

Technology

Samsung and AMD sign preliminary agreement for Samsung to supply its next-generation HBM4 for AMD’s MI455X accelerators, used in data centers, and DDR5 for AMD’s Helios (Yoolim Lee/Bloomberg)

By Stacey D. WallsMarch 18, 2026

Yoolim Lee / Bloomberg: Samsung and AMD sign preliminary agreement for Samsung to supply its next-generation HBM4 for AMD’s MI455X…

Business & Money

February home sales see slight rebound, but supply growth ‘slow’

By Stacey D. WallsMarch 10, 2026

Home sales saw a slight gain early in the year, but rising mortgage rates could now throw cold water on…

Technology

OpenAI says it does not believe Anthropic should be designated a supply chain risk and has made its position on the matter clear to the Pentagon (@openai)

By Stacey D. WallsMarch 1, 2026

Featured Podcasts Hard fork: At the Pentagon, OpenAI is present and Anthropic is released The future is already here. Each…

Technology

Claude reached second place on Apple’s US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between No. 20 and No. 50 for much of February (Jordan Novet/CNBC)

By Stacey D. WallsFebruary 28, 2026

Featured Podcasts Big Tech Podcast: Anthropic vs. the Pentagon, Bloodbath at Block, The Citrini Selloff The Big Technology Podcast takes…

Technology

Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30 million Series A round co-led by Chemistry and Headline (Marina Temkin/TechCrunch)

By Stacey D. WallsFebruary 12, 2026

Featured Podcasts Lenny’s podcast: “Engineers become wizards” | The Future of Software Development with OpenAI’s Sherwin Wu Interviews with world-class…

Technology

Intel and AMD have notified Chinese customers of server processor supply shortages, with Intel warning of delivery delays of up to six months (Reuters)

By Stacey D. WallsFebruary 6, 2026

Featured Podcasts Channels with Peter Kafka: Jeff Bezos was in love with the Washington Post. What happened? Media and technology…

Technology

Apple, long dominant in the electronics supply chain, is beginning to be outbid by AI companies for components such as memory, as suppliers gain ground on Apple (Wall Street Journal)

By Stacey D. WallsFebruary 2, 2026

Featured Podcasts Lenny’s podcast: A Child Psychologist’s Guide to Working with Difficult Adults | Dr. Becky Kennedy Interviews with world-class…

Technology

India will exempt foreign companies from being taxed when they supply equipment to their contract manufacturers in the country, a rule change Apple has lobbied for (Reuters)

By Stacey D. WallsFebruary 1, 2026

Featured Podcasts Lenny’s podcast: A Child Psychologist’s Guide to Working with Difficult Adults | Dr. Becky Kennedy Interviews with world-class…

Technology

Apple expects second-quarter revenue to increase 13% to 16% year-over-year, up from 10% estimate; it is currently constrained by the supply of iPhone processors and expects memory costs to rise after the second quarter (Reuters)

By Stacey D. WallsJanuary 30, 2026

Featured Podcasts Invest like the best: Gokul Rajaram – Lessons learned from investing in 700 companies The leading destination for…

Technology

As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics and display industries are jumping into Taiwan’s chip business (Cheng Ting-Fang/Nikkei Asia)

By Stacey D. WallsJanuary 21, 2026

Cheng Ting-Fang / Nikkei Asia: As Taiwanese chipmakers push localization to secure their supply chains, suppliers to the steel, plastics…

North Korean hackers offer $70,000 per month to act as front – Radio Free Asia

Iran war could revive cooperation between Beijing and Manila in the South China Sea – Radio Free Asia

Vietnam protests China’s development of controversial reef in South China Sea – Radio Free Asia

Potential and limits – The diplomat

After 29 years, RFA is on hiatus – Radio Free Asia

Pokémon Card Value Rises Amid Logan Paul Pikachu Auction

Expensive plane tickets and airport chaos put travelers to the test

The list of Paramount-Warner Bros. films. needs animation to compete with Disney and Universal

The war in Iran wipes out $100 billion in luxury goods

American Airlines plans to reintroduce seatback screens

Trump arrested for lying about Iran war negotiations

No Kings 3 was the largest one-day protest against a president in US history

Bernie Sanders destroys Trump’s lies about the Iran war

Huge crowd of more than 200,000 people show up for anti-Kings protest in Minnesota

Mike Johnson’s self-destruction means Republicans now own the airport chaos crisis

The pro-AI group Innovation Council Action, praised by David Sacks, plans to spend more than $100 million in the US midterms to push deregulation and support Trump’s AI agenda (Alex Isenstadt/Axios)

A look at Coinbase One and other insurance plans for crypto users that typically exclude coverage for many types of account takeovers, including phishing scams (Bloomberg)

Bluesky CEO talks about his new app, Attie, an agentic social app built on Bluesky’s AT protocol, which uses Claude and allows users to create personalized feeds (Sarah Perez/TechCrunch)

Hong Kong-listed AI drug discovery company Insilico Medicine and Eli Lilly sign drug co-development deal worth up to $2.75 billion, with $115 million in upfront payments (Evelyn Cheng/CNBC)

An AI-generated TikTok parody of the reality TV series Love Island, called Fruit Love Island, averaged more than 10 million views across its first 21 episodes after debuting last week (Isabelle Bousquette/Wall Street Journal)

Browsing: supply

Samsung and AMD sign preliminary agreement for Samsung to supply its next-generation HBM4 for AMD’s MI455X accelerators, used in data centers, and DDR5 for AMD’s Helios (Yoolim Lee/Bloomberg)

February home sales see slight rebound, but supply growth ‘slow’

OpenAI says it does not believe Anthropic should be designated a supply chain risk and has made its position on the matter clear to the Pentagon (@openai)

Claude reached second place on Apple’s US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between No. 20 and No. 50 for much of February (Jordan Novet/CNBC)

Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30 million Series A round co-led by Chemistry and Headline (Marina Temkin/TechCrunch)

Intel and AMD have notified Chinese customers of server processor supply shortages, with Intel warning of delivery delays of up to six months (Reuters)

Apple, long dominant in the electronics supply chain, is beginning to be outbid by AI companies for components such as memory, as suppliers gain ground on Apple (Wall Street Journal)

India will exempt foreign companies from being taxed when they supply equipment to their contract manufacturers in the country, a rule change Apple has lobbied for (Reuters)

Apple expects second-quarter revenue to increase 13% to 16% year-over-year, up from 10% estimate; it is currently constrained by the supply of iPhone processors and expects memory costs to rise after the second quarter (Reuters)

As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics and display industries are jumping into Taiwan’s chip business (Cheng Ting-Fang/Nikkei Asia)