Supply Chain

4 articles tagged with this topic

Apple services and India iPhone output cushion soft China quarter as AI strategy comes into focus

Apple beat fiscal second-quarter estimates on services strength and record India production even as Greater China iPhone revenue slid for a sixth straight quarter, and Tim Cook used the call to outline the company's first detailed defense of its hybrid on-device AI strategy.

5 min read

NVIDIA order book balloons as hyperscalers front-load chip buys ahead of megacap earnings

Forecasters are walking up second-half estimates for NVIDIA after a flurry of late-quarter orders from cloud providers eager to demonstrate momentum before Microsoft and Alphabet report this week.

5 min read

TSMC, SK Hynix order books firm as ceasefire thaws Asian AI supply chain

Asian chip and memory suppliers reported a sharp firming of hyperscaler order activity in the forty-eight hours after the Iran ceasefire took effect, even as the moratorium fight in Washington continued to cloud second-half forecasts.

4 min read

Chip Supply Chain Recalibrates as Moratorium Uncertainty Spreads From Hyperscalers to Fabs

Chipmakers and AI hardware suppliers began trimming forward shipment guidance Thursday as the Senate-passed compute moratorium rippled through the GPU supply chain, with Taiwan Semiconductor, SK Hynix and a handful of optical-networking vendors signaling that hyperscaler order books had begun to soften.

5 min read