Search results for supply chain
Industry
Seagate CEO remarks on factory expansion time hit U.S. memory chip stocks
Shares of memory chip maker Seagate fell sharply on May 18 on worries it may not keep pace with memory demand from expanding AI investment. The selloff widened after CEO Dave Mosley said building new factories or installing new equipment would take too long, and that boosting capacity could slow the pace of growth in current technology. The weakness spread across memory stocks including Micron, SanDisk and Western Digital.
Industry
Solu M enters North American automotive electronics supply chain via Mexico unit
Solu M said on Monday it has begun mass production shipments of integrated headlamp controllers for North American finished vehicles through its Mexico manufacturing unit. The part supplies current to LED light sources in headlamps and integrates lighting functions through software, combining IFS and AFS functions in a single controller. The company said it completed process and product approvals in about six months and finished the full supplier qualification process within a year.
Industry
IT device shrinkflation intensifies as prices rise and capacity halves
Shrinkflation, where prices rise while specifications fall, is spreading across global IT devices including smartphones, laptops, consoles and desktops. The shift by SK Hynix, Samsung Electronics and Micron toward high-bandwidth memory for AI data centres is reducing supply of standard DRAM and NAND, supporting higher RAM prices. Set makers are passing margin pressure to consumers through price hikes and specification cuts, a trend the industry expects to persist until mass production of DDR6 ramps up.
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AI & Enterprise
Global AI money shifts to Taiwan, South Korea, putting India\'s top 5 stock market status at risk
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Industry
L&F completes LFP-dedicated subsidiary plant, mass production to start in Q3
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AI & Enterprise
SAP blocks external AI agent access to platform while Salesforce, ServiceNow open up
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AI & Enterprise
Warning flags raised over SpaceX IPO as potential turning point for U.S. stock rally
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Industry
Why Apple can benefit even as memory prices surge: long-term contracts, bulk procurement
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AI & Enterprise
Red Hat launches Fedora Hummingbird Linux targeting AI agent development environments
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Finance
KOSPI breaks through 8,000 for first time on AI chip rally
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AI & Enterprise
SK Shieldus says it takes more than 100 days for SMEs to respond to cyber incidents
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AI & Enterprise
Red Hat launches new developer tools targeting agentic AI
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Finance
Shinhan, Hana and Woori expand supply chain finance with Korea Trade Insurance Corp for shipbuilding
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AI & Enterprise
Intel unveils next-generation memory to challenge HBM in AI market
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Games & Commerce
APR steps up hiring to internalise beauty tech
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Industry
EU electric vehicle target easing could wipe out 34 battery plants, risking supply chain collapse
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AI & Enterprise
SAP targets AI agent hub with autonomous enterprise strategy
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Finance
KOSPI slides to 7,600 level as foreign selling widens amid national dividend comments