semiconductor supply chain
Coverage of semiconductor supply chain in the Nexus archive.
- Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
The semiconductor supply chain is experiencing price hikes driven by AI demand, spreading from GPUs and memory chips to upstream materials and manufacturing inputs. Bottlenecks in power chips, capacitors, and copper-clad components are emerging as suppliers gain leverage due to limited capacity.
- How the chip trade has come to resemble silver — a warning from Morgan Stanley’s Wilson
The 2026 COMPUTEX event in Taipei, Taiwan, featured Intel CEO Lip-Bu Tan and NVIDIA CEO Jensen Huang showcasing next-generation AI chips and robotics. The trade show highlighted Taiwan's role as a leading hub for semiconductor and AI supply chain innovation.
- Raspberry Pi's profits are up. So is its DRAM bill
Raspberry Pi's profits have risen significantly due to strong demand and AI-driven market trends, but the company faces challenges with DRAM and memory chip supply. To address this, Raspberry Pi plans to use debt facilities for strategic memory inventory purchases, while investors have responded positively, boosting its stock price.