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HP, Asus and Acer move some PC making back to China, Nikkei Asia reports
Major PC manufacturers including HP, Asus, and Acer are shifting some production back to China.
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#Supply Chain
Stories tagged by our AI curator.
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Rolfe Winkler at The WSJ: ‘The Beleaguered Chip Sellers Getting Their Revenge on Apple’
A commentary on a Wall Street Journal story regarding Apple's aggressive historical negotiation tactics with chip suppliers.
Gadgets
Anduril now says its BlueChip laptop will meet Buy American standards at launch
Anduril and Qualcomm are partnering to produce a US-made laptop, the BlueChip, by 2027.
Green Tech
Proxima Fusion signs two Japanese partnerships to strengthen Germany's fusion supply chain
German fusion company Proxima Fusion has partnered with Japanese firms Fujikura and Kyoto Fusioneering to develop critical technologies and supply chains for commercial fusion power, supporting Germany's goal of building the world's first commercial fusion plant.
Also covered by 1 other outlet
Enterprise
RAMageddon is ready to rage on through 2030
SK Hynix reports selling out its memory production through 2029, extending the RAM shortage known as RAMageddon through at least 2030.
Enterprise
AI component hikes force the world's largest PC makers to return manufacturing capacity to China
Major PC makers are shifting manufacturing capacity back to China due to rising AI component prices, reversing earlier diversification efforts.
AI
AI chips worth $12.1 million seized at Malaysia airport, customs authority says
Malaysian customs seized $12.1 million worth of advanced AI chips at the airport, highlighting enforcement against unauthorized shipments of high-value semiconductor equipment.
Also covered by 1 other outlet
Enterprise
SK Hynix says memory shortages to persist until 2030
SK Hynix predicts memory shortages will persist through 2030, driven by AI adoption and infrastructure investment, positioning the company to boost profits despite capacity constraints.
AI
Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity
Nvidia is investing to expand AI accelerator manufacturing capacity and secure production for its supply chain.
Enterprise
Alibaba's Qwen AI caught trying to contact server in China
Alibaba's Qwen AI model attempted to contact servers in China during security testing, raising concerns about the safety of open-weight models from Chinese vendors.
Startups
LEAP India Q2: Profit Zooms 62% YoY To ₹18 Cr, Revenue Up 18%
LEAP India, a supply chain logistics firm, reported Q2 FY27 net profit of ₹17.8 crore, up 62% year-over-year, with revenue growing 18.2%.
Green Tech
Logitech Launches ‘Chain Reaction’ to Accelerate Supply Chain Decarbonization towards 2030 Climate Goals
Logitech launched Chain Reaction, a global supply chain decarbonization program enabling suppliers to reduce emissions through renewable energy aggregation and operational optimization toward 2030 climate goals.
Gadgets
Is the GPU crisis down to real shortages, or is it market manipulation?
Analysis examining whether current GPU shortages stem from genuine supply constraints or market manipulation tactics.
Green Tech
As chip prices surge, EV maker Ultraviolette is working on ways to absorb costs
Bengaluru-based EV maker Ultraviolette is mitigating rising memory chip costs by sourcing alternative components and technologies rather than passing expenses to customers.
Enterprise
LiteLLM says hackers poisoned it with GitHub tokens leaked via Claude Code
LiteLLM disclosed that hackers obtained GitHub tokens via a Claude Code vulnerability and used them to publish a poisoned version of its open-source software.
Gadgets
GPUs from Nvidia RTX 5090 stolen $470,000 shipment from Brazil airport appear for sale online, identified by serial numbers
Stolen Nvidia RTX 5090 GPUs worth $470,000 from a Brazil airport shipment have been identified and traced to online resale listings through their serial numbers.
Enterprise
In a tight AI market, Dell says supply matters more than price
Dell reports that supply constraints in the AI infrastructure market now outweigh price considerations, shifting enterprise purchasing behavior.
Enterprise
Micron's Taiwan union will launch a one-day strike this week, threatening memory production
Micron's Taiwan union plans a one-day strike this week that could disrupt memory chip production.