How Ford is building more efficient EV batteries with help from a tiny charging startup it bought 2 years ago

Kristin Toussaint / fastcompany - When it comes to EVs, a bigger battery isn’t always better. Ford Motor Company is making that bet as part of its effort to manufacture a new suite of more affordable electric vehicles—beginning with a $30,000-starting-price mid-size electric truck set to …

17 days / bgr

Ford is focusing on efficiency to make its 2027 $30,000 EV pickup affordable

17 days / arstechnica / Jonathan M. Gitlin

Ford is fighting against physics to build affordable EVs

17 days / theverge / Andrew J. Hawkins

Western Digital is Sold Out of Hard Drives for 2026

msmash / slashdot - Western Digital's entire hard drive manufacturing capacity for calendar year 2026 is now fully spoken for, CEO Irving Tan disclosed during the company's second-quarter earnings call, a stark sign of how aggressively hyperscalers are locking down storage s…

#bigdata #cloud #hardware #storage #business #datacenter #supplychain #manufacturing #technology

WD and Seagate confirm: Hard drives sold out for 2026 | Discussion

17 days / bsky / @hackernewsbot.bsky.social / hackernewsbot.bsky.social

Because of AI, Western Digital Hard Drives Are Sold Out

17 days / gizmodo / Justin Caffier

WD and Seagate confirm: Hard drives sold out for 2026

17 days / ycombinator

Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

18 days / reddit / /u/kwirky88

Western Digital is Sold Out of Hard Drives for 2026

18 days / slashdot / msmash

Western Digital's HDD production for 2026 is already sold out

18 days / techspot

AI: Hard drives are already sold out for the entire year, says Western Digital

18 days / reddit / /u/gdelacalle

Sony Reportedly Considering 2028-2029 Launch for PS6 Due to Chip Shortage

Steve Vegvari / iphoneincanada - Sony is reportedly considering pushing its tentative launch for PlayStation 6 until either 2028 or 2029 due to the global chip shortage.The post Sony Reportedly Considering 2028-2029 Launch for PS6 Due to Chip Shortage first appeared on iPhone in Canada.

#ai #hardware #gaming #semiconductors #chips #playstation #supplychain #pricing #sony #memory

Memory market turmoil: bankruptcies, investment, and new entrants (12)
Other: AMD, leakers, and miscellaneous chip reports (1)
Sony may delay PS6; Switch 2 prices could rise (15)
Steam Deck and consoles face memory-driven shortages (8)
All Other Stories

Memory market turmoil: bankruptcies, investment, and new entrants

DRAM & NAND Shortages Will Extend Beyond 2030, Warns Phison CEO, Citing an Industry ‘Structural Shift’ That Will Destroy Consumer Businesses

17 days / wccftech / Muhammad Zuhair

Phison CEO Says DRAM and NAND Flash Shortage Will Shut Down Many Consumer Electronics Companies in 2026

17 days / techpowerup

AMD Instinct MI455X Reportedly Facing Delays, Only Low-Volume Production This Year

17 days / techpowerup

Secondhand Laptop Market Goes 'Mainstream' Amid Memory Crunch

17 days / slashdot / msmash

How China’s GigaDevice and Montage earned a place in the memory chip market

17 days / scmp

Many consumer electronics manufacturers 'will go bankrupt' by the end of 2026 thanks to the RAMpocalypse, Phison CEO reportedly says

18 days / reddit / /u/InsaneSnow45

Micron Is Spending $200 Billion to Break the AI Memory Bottleneck

18 days / wsj / Robbie Whelan

Many consumer electronics manufacturers 'will go bankrupt or exit product lines' by the end of 2026 due to the AI memory crisis, Phison CEO reportedly says

18 days / reddit / /u/esporx

Citi flags post-HBM shift as edge memory, HBF advance

18 days / reddit / /u/restorativemarsh

Samsung seizes HBM4 lead as SK hynix risks from outsourcing and 1b DRAM

18 days / reddit / /u/snowfordessert

“RAMmageddon” Has Collapsed Every Major Tech Market as Executives Brace for a ‘Product Winter’ That Could Last Until the End of the Decade

18 days / wccftech / Muhammad Zuhair

Intel Confirms Data Center GPU IP After Xe3P with "Xe Next"

18 days / reddit / /u/Dangerman1337

Other: AMD, leakers, and miscellaneous chip reports

AMD's desktop CPU market share grew by almost 15% in 2025, all thanks to Ryzen

18 days / reddit / /u/sr_local

Sony may delay PS6; Switch 2 prices could rise

PS6 release date could be pushed back until at least 2028 because of the ongoing RAM shortage

17 days / theshortcut / Adam Vjestica

Sony PS6 To Use Cut-Back RDNA 5 Architecture

17 days / techpowerup

AI demand for memory chips could push PlayStation 6 to 2029

18 days / tbreak / Mufaddal Fakhruddin

PlayStation 6 Won’t Include the Full AMD RDNA 5 Feature Set, Claims Leaker

18 days / wccftech / Alessio Palumbo

Switch 2 price, PS6 release could be impacted by memory shortage

18 days / mashable

Sony’s PlayStation 6 might be further away than you hoped

18 days / digitaltrends

Sony Could Push PlayStation 6 to 2028/2029 Due to Rising Memory Costs

18 days / techpowerup

Sony weighs PS6 delay to 2029 as AI chip shortage upends gaming

18 days / dataconomy / Kerem Gülen

Memory shortages could delay PlayStation 6 launch until 2029, raise Switch 2 price

18 days / techspot

Sony May Push Next PlayStation To 2028 or 2029 as AI-fueled Memory Chip Shortage Upends Plans

18 days / slashdot / msmash

Switch 2 pricing and next PlayStation release could be impacted by memory shortage

18 days / theverge / Jess Weatherbed

Sony Reportedly Considering 2028-2029 Launch for PS6 Due to Chip Shortage

18 days / iphoneincanada / Steve Vegvari

PS6 could reportedly be delayed while Switch 2 might get even more expensive as Sony and Nintendo reckon with brutal AI-led memory chip shortage

18 days / reddit / /u/PaiDuck

PS6 could reportedly be delayed while Switch 2 might get even more expensive as Sony and Nintendo reckon with brutal AI-led memory chip shortage

18 days / reddit / /u/PaiDuck

Sony is ‘Considering Pushing Back’ the Debut of the PlayStation 6 to 2028 or Even 2029; Nintendo Switch 2 Price Could Increase in 2026

18 days / wccftech / Francesco De Meo

Steam Deck and consoles face memory-driven shortages

Valve finally confirms Steam Deck OLED stock issues in the US caused by memory crisis

17 days / techspot

Global GPU Prices Grew By Nearly 15% Over Three Month; GeForce RTX 5090, RTX 5080, And RTX 5070 Ti See The Largest Increases

17 days / wccftech / Sarfraz Khan

Valve confirms Steam Deck is out of stock due to memory and storage shortages — supply of popular gaming handheld in trouble because of massive AI demand

17 days / tomshardware

Steam Deck OLED scarcity blamed on global RAM and storage crisis

17 days / tbreak / Mufaddal Fakhruddin

Valve admits Steam Deck availability is affected by memory and storage shortages

17 days / engadget / Mariella Moon

Valve Confirms Steam Deck OLED Availability Impacted by Storage and Memory Shortage

17 days / techpowerup

AI-fueled chip shortage forces Valve to halt Steam Deck sales

17 days / dataconomy / Emre Çıtak

Valve’s Steam Deck OLED will be ‘intermittently’ out of stock because of the RAM crisis

18 days / theverge / Jay Peters

All Other Stories

Image post - please click to view at origin

18 days / bsky / @techpowerup.com / techpowerup.com

Thanks to the ongoing memory shortage, Sony is reportedly considering delaying the release of PlayStation 6 until 2028 or 2029.

18 days / bsky / @svegvari.bsky.social / svegvari.bsky.social

Exclusive: Pentagon warns Anthropic will "pay a price" as feud escalates

Dave Lawler / axios - Defense Secretary Pete Hegseth is "close" to cutting business ties with Anthropic and designating the AI company a "supply chain risk" — meaning anyone who wants to do business with the U.S. military has to cut ties with the company, a senior Pentagon off…

#ai #techpolicy #defensetech #anthropic #aiethics #genai #government #supplychain #us

Developer revolt: Anthropic hides Claude file access, transparency fight (3)
Global expansion: Anthropic opens India office, enterprise partnerships (6)
Other: CEO commentary and research angles (3)
Pentagon showdown: supply-chain risk, contracts threatened over Claude (11)
All Other Stories

17 days / ft

Anthropic's CEO Says AI and Software Engineers Are in 'Centaur Phase' - But It Won't Last Long

18 days / slashdot / msmash

Anthropic CEO Dario Amodei suggests OpenAI doesn't "really understand the risks they're taking"

18 days / reddit / /u/ethereal3xp

Pentagon showdown: supply-chain risk, contracts threatened over Claude

Pentagon Threatens Anthropic With Supply Chain Risk Label Over Military AI Limits

17 days / implicator / Maria Garcia

Pentagon officials threaten to blacklist Anthropic over its military chatbot policies

18 days / siliconangle / Mike Wheatley

The Pentagon Just Sent a Terrifying Message to AI Companies

18 days / reddit / /u/NorthenFreeman

Pentagon threatens Anthropic punishment

18 days / reddit / /u/Gloomy_Nebula_5138

Anthropic’s Deal With US Military Under Threat

18 days / pymnts / PYMNTS

Pentagon Threatens to Cut Off Anthropic Over AI Ethics Dispute

18 days / winbuzzer / Markus Kasanmascheff

Pentagon Threatens Anthropic Punishment

18 days / slashdot / msmash

Exclusive: Pentagon warns Anthropic will "pay a price" as feud escalates

18 days / axios / Dave Lawler

Anthropic resists Pentagon push for autonomous weapon AI use

18 days / dataconomy / Kerem Gülen

Anthropic Appoints Ex-Microsoft CFO Chris Liddell to Board

18 days / winbuzzer / Markus Kasanmascheff

Pentagon could cut ties with Anthropic over AI safeguard rift

18 days / semafor / Tom Chivers

All Other Stories

Pentagon Threatens Anthropic Punishment https://tech.slashdot.org/story/26/02/16/1459236/pentagon-threatens-anthropic-punishment?utm_source=rss1.0mainlinkanon&utm_medium=feed

18 days / bsky / @slashdot.org / slashdot.org

The way they’re going about all of this, we’ll need to treat the AI tools they do sanction as viruses that need to be eradicated from government systems in 3 years. And it may be a multi-year process. www.axios.com/2026/02/16/a...

18 days / bsky / @horadam.bsky.social / horadam.bsky.social

OpenClaw Creator Gets Big Offers to Acquire AI Sensation—Will It Stay Open Source?

Jose Antonio Lanz / decrypt - Peter Steinberger's open-source AI agent OpenClaw hit 180,000 GitHub stars and spawned MoltBook chaos. Now Meta and OpenAI want to buy it, but he's determined to keep it free.

#ai #opensource #meta #apple #openai #genai #supplychain #acquisitions #macbook #memory #openclaw

Critics, geopolitics and skepticism shadow OpenClaw saga (5)
OpenAI hires OpenClaw creator amid billion-dollar bids (15)
OpenClaw viral boom sparks Mac Unified Memory buying frenzy (2)
All Other Stories

Critics, geopolitics and skepticism shadow OpenClaw saga

Vienna Builds. San Francisco Hires.

18 days / implicator / Marcus Schuler

After all the hype, some AI experts don’t think OpenClaw is all that exciting

18 days / techcrunch / Amanda Silberling

OPINION: Europe Trained Steinberger. OpenAI Hired Him.

18 days / implicator / Marcus Schuler

Peter Steinberger Chose OpenAI. The Code Was Never the Point.

18 days / implicator / Marcus Schuler

Developer targeted by AI hit piece warns society cannot handle AI agents that decouple actions from consequences | He warns that untraceable, autonomous AI agents could undermine fundamental systems of trust by making targeted defamation scalable and near

19 days / reddit / /u/MetaKnowing

OpenAI hires OpenClaw creator amid billion-dollar bids

OpenAI hires OpenClaw’s Peter Steinberger

18 days / dataconomy / Emre Çıtak

OpenClaw developer Peter Steinberger joins OpenAI to build AI agents

18 days / the-decoder / Matthias Bastian

Austrian creator of viral OpenClaw joins OpenAI

18 days / tech / John Reynolds

OpenAI has hired the developer behind AI agent OpenClaw

18 days / engadget / Steve Dent

OpenAI hires creator of 'OpenClaw' AI agent tool

18 days / techxplore

OpenClaw founder joins OpenAI to create next-gen personal agents

18 days / siliconrepublic / Suhasini Srinivasaragavan

Why OpenAI has recruited the founder of OpenClaw

18 days / techzine / Mels Dees

OpenAI Hires OpenClaw Creator to Spearhead Agentic AI Push

18 days / techstrong / Jon Swartz

OpenAI Taps OpenClaw Founder to Lead Push Into Personal AI Agents

18 days / decrypt / Vince Dioquino

OpenAI grabs OpenClaw creator Peter Steinberger to build personal agents

19 days / theregister / Simon Sharwood

OpenAI hires OpenClaw founder Peter Steinberger

19 days / ft

OpenClaw founder Peter Steinberger is joining OpenAI

19 days / theverge / Terrence O’Brien

OpenAI hires OpenClaw founder Peter Steinberger in push toward autonomous agents

19 days / siliconangle / Duncan Riley

OpenClaw creator Peter Steinberger joins OpenAI

19 days / techcrunch / Anthony Ha

OpenClaw Creator Gets Big Offers to Acquire AI Sensation—Will It Stay Open Source?

19 days / decrypt / Jose Antonio Lanz

OpenClaw viral boom sparks Mac Unified Memory buying frenzy

Three months of OpenClaw

19 days / simonwillison / Simon Willison

OpenClaw-fueled ordering frenzy creates Apple Mac shortage — delivery for high Unified Memory units now ranges from 6 days to 6 weeks

19 days / tomshardware

All Other Stories

"From an AI research perspective, this is nothing novel," one expert told TechCrunch.

18 days / bsky / @techcrunch.com / techcrunch.com

OpenAI has hired OpenClaw founder Peter Steinberger to develop the “next generation of personal agents”. OpenAI CEO Sam Altman said that personal agents will fast become one of its core offerings.

18 days / bsky / @siliconrepublic.bsky.social / siliconrepublic.bsky.social

OpenAI said OpenClaw will live on as an open source project.

19 days / bsky / @techcrunch.com / techcrunch.com

The pace of all of this is increasingly insane. OpenClaw creator Peter Steinberger joins OpenAI #AI #Tech #OpenClaw techcrunch.com/2026/02/15/ope…

19 days / bsky / @warnercrocker.bsky.social / warnercrocker.bsky.social

iPhone 18 Pro To Feature Two Wireless Chip Upgrades This Year, Says Analyst, Along With A Smaller Dynamic Island & More

Omar Sohail / wccftech - Apple’s entire iPhone 18 lineup has been reported to forego Qualcomm’s 5G modems in favor of the company’s C2 baseband chip, which was reportedly in development when the iPhone 16e launched last year. However, according to one analyst, the Cupertino firm …

#semiconductors #apple #chips #storage #iphone #supplychain #wireless #smartphone #qualcomm #satellite

Apple To Face Storage Pricing Pressure As It Is Rumored To Agree To Kioxia’s Terms Of Paying 2x For NAND Flash; Renegotiations To Happen Every Quarter

20 days / wccftech / Omar Sohail

Don't Bother Waiting for the iPhone 18. Just Buy the iPhone 17

20 days / cnet / Nicole Lee

iPhone 18 Pro To Feature Two Wireless Chip Upgrades This Year, Says Analyst, Along With A Smaller Dynamic Island & More

21 days / wccftech / Omar Sohail

iPhone 18 Pro, Pro Max, and Fold to Feature A20 Pro, 12GB RAM, and Apple C2 Modem [Report]

21 days / iclarified

Five iPhone 18 Pro Features Revealed in New Report

21 days / macrumors / Joe Rossignol

iPhone 18 Pro could bring a big boost to satellite connectivity

21 days / digitaltrends

Didero Raises $30M to Reinvent Procurement With AI

Ekemini / ventureburn - Didero is pioneering agentic AI tools, automating enterprise procurement, and has recently secured $30 million dollars in Series A funding to improve and accelerate the building of tools aimed atThe post Didero Raises $30M to Reinvent Procurement With AI …

#ai #startups #vc #automation #saas #enterprise #genai #business #supplychain #productivity

Didero Raises $30M to Reinvent Procurement With AI

21 days / ventureburn / Ekemini

Didero snaps up $30M to reinvent procurement with AI agents

21 days / techfundingnews / Abhinaya Prabhu

Didero Raises $30M in Series A Funding

21 days / finsmes / FinSMEs

Apple Stores See iPhone 16e, iPad Air Shortages as New Models Near

Tim Hardwick / macrumors - Apple's retail inventory of iPhone 16e and iPad Air models has reportedly dwindled to almost nothing as the company inches towards the release of new versions of both devices. They are expected to launch in the coming weeks.In a post on X (Twitter), Bloom…

#apple #business #iphone #supplychain #ipad #manufacturing #technology #gadgets #smartphone

Now Isn't the Time to Buy an iPhone 16E. Here's Why You Should Wait

22 days / cnet / David Lumb

iPhone 16e and iPad Air stocks are reportedly depleting at Apple retail

22 days / appleinsider

Apple Stores See iPhone 16e, iPad Air Shortages as New Models Near

22 days / macrumors / Tim Hardwick

iPhone 16e Inventory Has ‘Dried Out,’ According To Apple Employees, Signaling The Imminent Arrival Of The iPhone 17e

22 days / wccftech / Omar Sohail

Memory price surge of ‘more than 600%’ squeezes China’s device makers

scmp - A global memory supply shock is sweeping through the electronics industry, as surging component costs threaten to squeeze China’s smartphone and broadband equipment manufacturers.New data from TrendForce and Counterpoint Research point to mounting risks a…

#semiconductors #chips #stockmarket #business #supplychain #pricing #manufacturing #technology #cisco #memory

Lenovo hikes PC prices and warns of a prolonged memory crisis

22 days / digitaltrends

HANMI's New Wide TC Bonder Equipment Paves Way for HBM5 & HBM6

22 days / techpowerup

Corsair fights back against RAM scammers and thieves with packaging shift — ditches iconic yellow boxes for transparent plastic and anti-tampering labels

22 days / tomshardware

Cisco's memory-price warning is having ripple effects across the tech sector

22 days / cnbc

The memory boom is back: Global revenue to reach $551 billion in 2026 as prices skyrocket

22 days / techspot

Memory chip stocks: Why Micron and Sandisk are soaring today as shortage fuels global RAM demand

22 days / fastcompany / Michael Grothaus

Memory price surge of ‘more than 600%’ squeezes China’s device makers

22 days / scmp

Cisco slumps as memory price spike weighed on margins

22 days / sherwood / Matt Phillips

Memory price explosion triggers PC buying spree

22 days / theregister / Dan Robinson

Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China's top chipmaker points to supply chain pressures squeezing out consumers

22 days / reddit / /u/sr_local

Foxconn’s Scrapped LCD Factory Deal Could Hit Apple

Nehal Malik / iphoneincanada - Apple’s supply chain may be facing a new wrinkle in Japan. According to Nikkei Asia, Foxconn has withdrawn from its planned acquisition of Sharp’s second LCD factory in Kameyama, citing weak LCD prices. As a result, Sharp will halt production at the facil…

#hardware #apple #business #supplychain #asia #ipad #manufacturing #macbook #technology #japan

Foxconn’s Scrapped LCD Factory Deal Could Hit Apple

23 days / iphoneincanada / Nehal Malik

Foxconn Pulls Out of Sharp LCD Plant Deal, Potentially Disrupting Apple Panel Supply [Report]

23 days / iclarified

Apple Supplier's Plans Fall Through, Macs and iPads May Be Impacted

23 days / macrumors / Joe Rossignol

Nexperia’s Chinese owner loses court battle over control of Dutch chipmaker

ft - Amsterdam court upholds decision to suspend Chinese CEO, hand power to EU-based directors and probe mismanagement allegations

#semiconductors #techpolicy #china #chips #government #judiciary #supplychain #europe #law #eu

Nexperia’s Chinese owner loses court battle over control of Dutch chipmaker

23 days / ft

Dutch Court Orders Probe Into Chinese-Owned Nexperia

23 days / wsj / Kim Mackrael

Dutch court orders investigation into semiconductor chipmaker Nexperia

23 days / go

Andercore is expanding its AI-based industrial trade platform following a $40M Series B raise

Tamara Djurickovic / tech - Berlin-based Andercore, an AI-enabled industrial supplytrade platform, has raised $40 million in a Series B round comprising equityand debt to support its expansion in Europe. The round includes parti...

#ai #automation #innovation #enterprise #privateequity #business #deeptech #supplychain #europe #technology

Andercore raises $40M to AI-power Europe’s industrial supply chains

23 days / techfundingnews / Vignesh R

Andercore Raises $40M Series B Round To Expand AI-Powered Industrial Trade Platform

23 days / startuprise / Kailee Rainse

Berlin’s Andercore secures €33.5 million to scale industrial trade platform across Europe

23 days / eu-startups / David Cendon Garcia

Andercore is expanding its AI-based industrial trade platform following a $40M Series B raise

23 days / tech / Tamara Djurickovic

Andercore Raises $40M in Series B Funding

23 days / finsmes / FinSMEs

Atomico and Project A back industrial supply startup Andercore in $40m Series B

23 days / sifted

Allonic nabs $7.2M pre-seed to automate the ‘robot body’ supply chain

Sofia Chesnokova / techfundingnews - Even though robotic intelligence has improved, manufacturing remains slow, costly, and constrained by outdated methods. Manually assembling parts…

#startups #vc #robotics #hardware #openai #business #deeptech #supplychain #europe #manufacturing

OpenAI and Hugging Face Angels Join Record Hungarian Pre-Seed Round for Robotics Startup - The Recursive

24 days / therecursive

With OpenAI backing, Allonic raises €6 million for robotic body manufacturing platform - EU-Startups

24 days / eu-startups

With OpenAI backing, Allonic raises €6 million for robotic body manufacturing platform

24 days / eu-startups / David Cendon Garcia

Allonic nabs $7.2M pre-seed to automate the ‘robot body’ supply chain - Tech Funding News

24 days / techfundingnews

Allonic nabs $7.2M pre-seed to automate the ‘robot body’ supply chain

24 days / techfundingnews / Sofia Chesnokova

OpenAI and Hugging face angels back "highest-ever" Hungarian pre-seed funding round

24 days / tech / John Reynolds

Allonic secures $7.2m pre-seed funding to reinvent robotic hardware manufacturing - New Electronics

24 days / newelectronics

OpenAI, Hugging Face angels back robotics startup Allonic in Hungary’s biggest ever pre-seed

24 days / sifted

Taiwan says 'impossible' to move 40 percent chip capacity to US

techxplore - Taiwan's top tariffs negotiator said it would be "impossible" to shift 40% of its semiconductor production capacity to the United States as she rejected claims that the island's chip industry would relocate.

#semiconductors #techpolicy #chips #tsmc #politics #government #business #supplychain #us #asia

Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain

24 days / cnbc

TSMC Reportedly Spared From U.S. Tariffs After Mega-Investments in Arizona; Chip Giant to Exempt “Big Tech” Customers

25 days / wccftech / Muhammad Zuhair

Taiwan says shifting 40% of chip production to the US is "impossible"

25 days / techspot

Taiwan says 40% shift of chip capacity to US is 'impossible'

25 days / reddit / /u/ChocolateTsar

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

25 days / reddit / /u/trendyplanner

Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere

25 days / theregister / Dan Robinson

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

25 days / tomshardware

Taiwan says 'impossible' to move 40 percent chip capacity to US

25 days / techxplore

Memory & NAND Prices Surged Over 90% In Q1 2026 & Another 20% Hike Expected In Q2

Hassan Mujtaba / wccftech - Q1 2026 has so far seen memory and NAND prices surge by over 90%, and another 20% hike is expected in the coming quarter of Q2. Both PC & Server Memory+NAND Prices Shot Over 90% In Q1 2026 (So Far), & Latest Reports Suggest Even More Hikes For Q2 Accordin…

#hardware #semiconductors #chips #business #supplychain #pricing #economy #manufacturing #technology #memory

Sandisk and Micron slip as Samsung rushes new product into production

25 days / sherwood / Matt Phillips

Memory & NAND Prices Surged Over 90% In Q1 2026 & Another 20% Hike Expected In Q2

25 days / wccftech / Hassan Mujtaba

Cache is king and DIMMS are bling as memory prices soar

25 days / theregister / Simon Sharwood

Stellantis dives after announcing €22 billion (~$26 billion) charge related to its EV pullback

Claire Yubin Oh / sherwood - The stock is diving in the premarket.

#stockmarket #earnings #business #supplychain #europe #batteries #economy #stellantis #automotive #ev

Stellantis N.V. (STLA) Stock: Slides 27% After $26B Charge and Battery-Plant Exit

28 days / parameter / Yasmin Werner

Image post - please click to view at origin

28 days / bsky / @arstechnica.com / arstechnica.com

Stellantis swallows $26 billion costs as it rethinks its EV strategy

28 days / arstechnica / Jonathan M. Gitlin

Stellantis (STLA) Stock Plummets 22% on $26.5 Billion EV Writedown

28 days / parameter / Trader Edge

Stellantis’s Shift Away From Electric Cars Will Cost It $26 Billion

28 days / nytimes / Neal E. Boudette

Stellantis takes massive hit for 'overestimation' of EV shift

28 days / techxplore

Stellantis dives after announcing €22 billion (~$26 billion) charge related to its EV pullback

28 days / sherwood / Claire Yubin Oh

Carmaker Stellantis takes hit over global EV sales slowdown

28 days / semafor / Tom Chivers

Intel, AMD server CPUs reportedly suffering from supply shortages in China, leading to increased prices — sources say orders could be delayed by as much as 6 months

tomshardware - The increased demand is said to be partly brought by demand for agentic AI, which need CPUs to execute their tasks.

#ai #semiconductors #china #chips #business #supplychain #cpus #amd #intel #pricing

The AI boom is causing shortages everywhere else

27 days / ycombinator

Intel Panther Lake handheld chips reportedly delayed until Q2 2026 — alleged 'Core G3' series might launch alongside new Arc B360 and Arc B380 iGPUs

27 days / tomshardware

INTEL (INTC) Stock: Gains Momentum While Intel Rations Xeon Chips in China

28 days / parameter / Yasmin Werner

Intel and AMD Warn of Server CPU Shortages in China, Prices Rise Over 10%

28 days / techpowerup

Intel (INTC) Stock: Company Warns Chinese Customers of Six-Month CPU Delays

28 days / parameter / Trader Edge

Intel and AMD are Notifying Chinese Customers of CPU Shortage

28 days / iphoneincanada / Steve Vegvari

Intel, AMD server CPUs reportedly suffering from supply shortages in China, leading to increased prices — sources say orders could be delayed by as much as 6 months

28 days / tomshardware

Intel, AMD notify customers in China of lengthy waits for CPUs

28 days / reddit / /u/sr_local

Intel and AMD CPU Shortages Continue to Worsen as Delivery Times in China Exceed Six Months, Driving Widespread Price Hikes

28 days / wccftech / Muhammad Zuhair

Report claims Nvidia will not be releasing any new RTX gaming GPUs in 2026, RTX 60 series likely debuting in 2028

tomshardware - Nvidia's RTX 50 series Super refresh supposedly is design complete, but the GPU maker won't be releasing any new RTX GPUs in 2026, according to a report in The Information.

#ai #gaming #semiconductors #chips #nvidia #gpu #supplychain #manufacturing #technology #memory

Nvidia reportedly has no plans to release new RTX 50-series Super GPUs in 2026

28 days / theshortcut / Reece Bithrey

Nvidia’s gaming GPU roadmap just hit a weird speed bump

29 days / digitaltrends

Image post - please click to view at origin

29 days / bsky / @techpowerup.com / techpowerup.com

Report claims Nvidia will not be releasing any new RTX gaming GPUs in 2026, RTX 60 series likely debuting in 2028

29 days / tomshardware

No NVIDIA GeForce RTX 50 "SUPER" GPUs This Year, RTX 60-Series Also Pushed Back

29 days / techpowerup

NVIDIA reportedly won't release new graphics cards this year

29 days / engadget / Will Shanklin

Nvidia’s RTX 50-series Super refresh is delayed, and the RTX 60-series might miss 2027

29 days / theverge / Stevie Bonifield

TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand

Muhammad Zuhair / wccftech - TSMC is now looking to expand its fab operations in Kumamoto, Japan, as the chip giant now plans to introduce 3nm production lines, a massive upgrade from the previous plans. TSMC's Japan & US Projects Will Be On Par In Terms of Process Technologies Being…

#ai #semiconductors #techpolicy #china #chips #tsmc #supplychain #us #manufacturing #japan

Taiwan Semiconductor (TSM) Stock: TSMC Expands Japan Operations with 3nm Chips

29 days / parameter / Trader Edge

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

29 days / techxplore

TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand

29 days / wccftech / Muhammad Zuhair

TSMC Japan plan for advanced chips seen as hedge against pressure from US, China

29 days / scmp

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

29 days / go

TSMC to produce advanced chips in Japan

29 days / ft

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing

Jay Peters / theverge - When Valve first announced its impressive-looking Steam Machine, Steam Frame, and Steam Controller hardware in November, the company said the products would begin shipping in early 2026. Some journalists were told "Q1 2026" specifically. But because of th…