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05.03.26 - 05:06
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Apple builds US chip supply chain with TSMC and Foxconn (Digitimes)
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Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan. The pandemic exposed vulnerabilities in the global semiconductor supply chain, while geopolitical tensions and natural disaster risks have further highlighted potential disruptions. These developments have prompted the US government to promote a revival of domestic chip manufacturing....
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05.03.26 - 01:06
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Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike (Digitimes)
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Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases for related materials and squeezing profit margins for copper clad laminate (CCL) suppliers. Japanese materials makers have recently taken the lead in raising prices, shifting rising costs downstream to customers and end markets....
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04.03.26 - 23:36
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Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop | Bloomberg Tech 3/4/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And, Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo. (Source: Bloomberg)...
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04.03.26 - 22:31
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Apple Unveils the $599 MacBook Neo (Bloomberg)
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Apple Inc. rolled out the $599 MacBook Neo in its biggest push yet into low-end laptops, aiming to challenge Windows PCs and Chromebooks for budget-minded shoppers. Bloomberg's Samantha Kelly reports. (Source: Bloomberg)...
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