All stories tagged supply-chain on The Silicon Valley News.
A Californian CEO faces federal charges for allegedly orchestrating a $300 million scheme to illegally export advanced Nvidia AI servers to China, circumventing critical US export controls designed to restrict access to high-performance computing hardware.
Rapid expansion of AI datacenter projects across the United States is projected to outpace the available supply of advanced chips, primarily due to constraints in advanced packaging capacity, potentially capping deployment at 20-25 gigawatts by 2027.
A sweeping executive order on grid cybersecurity introduces significant compliance hurdles for U.S. energy storage developers, potentially stalling the deployment of utility-scale battery systems.
OpenAI's engagement with Samsung for future AI ASIC manufacturing signals a strategic pivot towards supply chain diversification and massive volume scaling. This move underscores the escalating demand for specialized AI silicon and the competitive dynamics within advanced foundry
TSMC's equipment procurement needs have surged dramatically due to unprecedented AI-driven demand, yet its capital expenditure growth lags, signaling potential capacity constraints for advanced silicon production.
Taiwanese prosecutors are investigating major chip substrate supplier Unimicron over allegations of 'origin washing' Chinese-made components to evade U.S. tariffs, threatening key supply lines for Nvidia and Intel.
As AI data centers shift toward optical interconnects and advanced nodes, China's control over critical rare earths erbium and yttrium poses a severe threat to hardware scaling.
As SK Hynix breaks ground in Indiana, the firm is signaling a shift toward regionalized production and deeper integration with Japanese partners to secure its lead in the high-bandwidth memory market.
By focusing on fixed-route, medium-duty logistics instead of long-haul trucking, Gatik is demonstrating that the path to viable vehicle autonomy lies in narrowing the operational domain.
LG Energy Solution has inaugurated one of America’s largest battery cell manufacturing facilities in Michigan, significantly advancing domestic production capabilities for electric vehicles and grid storage.
A sweeping new executive tariff on foreign drones and all aircraft parts threatens to upend the hardware supply chains of both domestic robotics startups and commercial drone operators.
Hadrian is building automated factories to mass-produce critical components for defense vehicles, signaling a significant shift in how military hardware is produced and supplied. The substantial capital infusion validates this strategic approach to modernize the defense industria
The semiconductor industry faces a prolonged memory supply crisis as the production of high-bandwidth memory for AI hardware consumes disproportionate wafer allocations.