HP, Dell, Acer, and Asus are reportedly in talks to source memory chips from Chinese manufacturers for the first time, as global shortages disrupt product launches and drive up costs across the tech sector.
GenLogs, a startup founded by former CIA and State Department officers, has secured $60 million in Series B funding. The company is applying intelligence community techniques to combat fraud in the fragmented $3 trillion trucking industry by providing a visual, sensor-based record of what carriers actually do, not just what they claim.
In a move to reduce Western reliance on Chinese processing, REAlloys has secured a pivotal 10-year agreement with Kazakhstan's AltynGroup. The deal aims to funnel Central Asian rare earths directly into North American manufacturing, creating a new supply chain for critical defense and tech metals.
Haelixa, a Swiss traceability technology firm, has raised €2 million in a pre-Series A round to fuel global expansion and enhance its DNA-marker platform for combating fraud and ensuring product authenticity in textiles, gems, and precious metals.
Amprius Technologies solidifies its U.S. supply chain through a strategic partnership with Nanotech Energy, positioning its high-performance silicon batteries to meet stringent defense procurement requirements and capture key aerospace contracts.
Taiwan's leading chip designer MediaTek signals that soaring demand for artificial intelligence is creating supply bottlenecks and inflating costs, prompting the company to revise its pricing strategy while remaining bullish on long-term growth.
After a volatile year, Descartes Systems Group's strong Q3 results signal a potential turnaround, fueled by accelerating organic growth and heightened reliance on its logistics technology amid global trade uncertainty.
At the FreightWaves F3 Festival, Echo Global Logistics' Christopher Clemmensen detailed how a shift to private ownership fuels long-term tech investment and a customer-driven strategy, helping shippers navigate trade shifts, labor shortages, and sustainability pressures.
While Apple's latest quarterly results showcased staggering iPhone growth, analysts are zeroing in on CEO Tim Cook's cautious remarks about persistent supply constraints and rising memory costs, which could pressure margins in the coming months.
Across India's villages and small towns, a new generation of workers is logging on after sunset to label the data that trains the world's most advanced AI systems. This quiet workforce, many of them women and first-generation graduates, is finding economic opportunity while reshaping global tech's supply chain.
Apple's acquisition of Israeli AI audio startup Q.ai signals a deeper push into biometric wearables, as the tech giant reportedly reshuffles its 2026 roadmap to prioritize premium iPhones—including a long-rumored foldable model—while navigating ongoing component shortages.
FreightTech innovator GenLogs has closed a $60 million Series B round led by Battery Ventures. The startup, founded by a former CIA officer, leverages a vast sensor network and AI to bring unprecedented visibility and security to the fragmented trucking industry.
Alibaba's logistics arm Cainiao is making a major strategic move into autonomous freight, with a reported $2 billion investment in L4 self-driving truck firm Zelos Technology, signaling a deepening push into AI-driven supply chain solutions.
Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.
KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.
South Korea unveils a comprehensive strategy to stabilize supplies of critical rare earth minerals, pivoting towards enhanced collaboration with China while simultaneously pursuing global diversification efforts to safeguard its high-tech industries.
AIxCrypto (AIXC) and the Sei Development Foundation have entered a strategic collaboration aimed at exploring the integration of artificial intelligence with high-performance blockchain infrastructure, targeting the next wave of decentralized applications.
A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.
TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
While Nvidia's China sales await a regulatory green light, a deeper shift is underway. The AI boom's next phase is being constrained by power management, memory, and advanced packaging, reshaping value across the semiconductor landscape and turning mature foundries into critical enablers.
