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Topic Analysis: Today This Week This Month This Year
1.
Here's why HBM is coming for your PC's RAM — HBM consumes around three times the wafer capacity of DDR5 per gigabyte, as AI supercharges demand for chips and advanced packaging (tomshardware.com)
2.
From Roombas to e-bikes, why are hardware startups going bankrupt? (techcrunch.com)
3.
Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand (tomshardware.com)
4.
Samsung may end SATA SSD production soon (news.ycombinator.com)
5.
Running on Empty: Copper (news.ycombinator.com)
6.
AI data-centre buildout pushes copper toward shortages, analysts warn — only 70% of 2035 demand could be met, 2025 deficit thought to be 304,000 tonnes (tomshardware.com)
7.
Tariff turbulence exposes costly blind spots in supply chains and AI (venturebeat.com)
8.
Cursed circuits: charge pump voltage halver (news.ycombinator.com)
9.
A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices (cnbc.com)
10.
NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers (tomshardware.com)
11.
RetailReady (YC W24) Is Hiring Associate Product Manager (news.ycombinator.com)
12.
Embattled Dutch chipmaker Nexperia gets into public spat with Chinese owners — accused of deception and obstruction, suspending wafer shipments (tomshardware.com)
13.
What’s going on at Nexperia? China’s Wingtech escalates war of words with Dutch chipmaker (cnbc.com)
14.
The iPhone Fold may debut with a crease-free display, and a sky-high price (techspot.com)
15.
What’s going on at Nexperia? Dutch chipmaker issues urgent plea to its China unit (cnbc.com)
16.
Manufacturers reportedly delaying launch of new memory modules due to massive price crunch — products slated for 4Q25 now expected to arrive in 2026 (tomshardware.com)
17.
RetailReady (YC W24) Is Hiring (news.ycombinator.com)
18.
Securing the Software Supply Chain: Challenges, Tools, and Regulatory Forces (computer.org)
19.
A better way of thinking about the AI bubble (techcrunch.com)
20.
China suspends ban on rare earth exports to the U.S., but licensing controls remain — vital semiconductor manufacturing materials get one-year reprieve (tomshardware.com)
21.
SanDisk reportedly jacks up flash prices by 50% as memory makers cash in on AI-fueled demand (tomshardware.com)
22.
Just $109 nets you a 1000W power supply from ASRock, knocking almost 1/3 off the price — the Steel Legend SL-1000G has plenty of power to throw at the latest and greatest GPUs (tomshardware.com)
23.
Rare-Earth Magnet Startups Seal $1.4 Billion Deal With Trump Administration (feeds.content.dowjones.io)
24.
Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in' (tomshardware.com)
25.
Tips for Success From Crowd Supply’s Helen Leigh (spectrum.ieee.org)
26.
More demand than supply gives companies an edge, Jim Cramer says (cnbc.com)
27.
Intel hamstrung by supply shortages across its business (news.ycombinator.com)
28.
Walmart deploys millions of new sensors in retail's first large-scale deployment of IoT tech (cnbc.com)
29.
A Cyberattack on Jaguar Land Rover Is Causing a Supply Chain Disaster (wired.com)
30.
5 ways to spot software supply chain attacks and stop worms - before it's too late (zdnet.com)
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