🔧 Chip Supply Chain - jamesgorgen · Scour

How advanced chip packaging became one of Intel's fast-growing businesses; sources: Intel is in talks with Google and Amazon for its advanced packaging services... 🔬Semiconductors

techmeme.com·2d

China enforces new security rules to defend supply chains from global threats ⚔️Chip Wars

scmp.com

·14h·r/SCMPauto

The Strait of Hormuz Reopens, but Global Shipping Will Take Months to Recover 🏢Big Tech

wired.com·4h

4/4/2026 📱Plataformas Digitais

medium.com

·3d

TecFórum Pocket discute exportação de tecnologias, tributação e regulação 📱Plataformas Digitais

capitaldigital.com.br·1d

The Kinetic Frontier: Lessons From Geopolitical Violence and the Bunkerization of AI Infrastructure 🔀Tech Multipolarity

circleid.com·4h

Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute 🏢Big Tech

anthropic.com·2d·Hacker News

Drop, formerly Massdrop, ends most collaborations and rebrands under Corsair 🔀Tech Multipolarity

drop.com·2d·Hacker News

Por uma nova estratégia para terras raras e IA 📱Plataformas Digitais

outraspalavras.net·2d

A Taiwan intelligence report to lawmakers says China is targeting Taiwan to obtain its chip manufacturing tech and talent to break through global "containment" ... ⚔️Chip Wars

techmeme.com

·1d

As AI race with US intensifies, China’s Alibaba launches 10,000-card computing cluster 📱Plataformas Digitais

scmp.com

·17h·r/SCMPauto

‘Uncanny Valley’: Iran’s Threats on US Tech, Trump’s Plans for Midterms, and Polymarket’s Pop-up Flop ⚔️Chip Wars

wired.com·6d

Washington pushes allies to match tougher China chip curbs under new bill ⚔️Chip Wars

scmp.com

·12h·r/SCMPauto

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards ... ⚔️Chip Wars

techmeme.com·6d

Opinion | How AI and geopolitical rivalry are breaking economic orthodoxy 🌐Geopolitics

scmp.com

·15h·r/SCMPauto

The Ridiculously Nerdy Intel Bet That Could Rake in Billions 🔬Semiconductors

wired.com·2d·Hacker News

Kuka, one of the largest industrial robotics suppliers, says it is prioritizing US and Asia investments, as Europe's industrial companies are slow to adopt AI (... 🔀Tech Multipolarity

techmeme.com·18h

Opinion | As war premiums hit groceries, China deals give Africa room to breathe 🗺️Geoeconomics

scmp.com

·11h·r/SCMPauto

A US bill seeks to ban exports of DUV lithography tech to China, whose imports of chipmaking equipment reportedly grew from $10.7B in 2016 to ~$51.1B in 2025 (J... ⚔️Chip Wars

techmeme.com·5d

AI fuels global trade growth as China-US flows shift, McKinsey finds ⚔️Chip Wars

scmp.com

·1h·r/SCMPauto

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