All articles tagged with #chip supply
Meta will buy millions of Nvidia chips—including Grace CPUs, Blackwell GPUs, and Vera Rubin systems—for its U.S. data-center rollout, signaling a shift toward AI inference over training and locking in scarce next-generation compute as hyperscalers maintain heavy AI-spending.
Samsung plans to start producing its next-generation HBM4 memory chips for Nvidia as early as next month, a move that could ease memory constraints for Nvidia’s AI processors and support its Vera Rubin line. Samsung’s stock rose about 2% on the Reuters report, as the company aims to narrow the gap with SK Hynix in AI memory; HBM4 qualification tests reportedly passed for Nvidia and AMD, with shipments to Nvidia possibly beginning next month.
China confirmed that Wingtech and Nexperia held initial talks last week and urged continued negotiations to resolve ownership and supply chain issues, emphasizing the importance of restoring chip supplies to automakers and urging the Dutch government to revoke its administrative order.
TSMC reported a slowdown in its October sales growth to 16.9%, the slowest since February 2024, raising concerns about the sustainability of the AI boom despite ongoing investments by major tech firms like Nvidia, Meta, and Microsoft. The company's revenue increase covers only a single month, adding uncertainty to the future of AI-driven growth amid market volatility and limited chip supplies.
China has allowed Dutch chipmaker Nexperia to resume exports from its Chinese operations, easing a dispute that threatened global automotive supply chains. The Dutch government is expected to rescind its authority over Nexperia's decisions, signaling a de-escalation in tensions. Major automakers like Honda and Bosch are beginning to receive chips again, though some disruptions remain possible in the short term.
Dutch Economy Minister Vincent Karremans expressed optimism that China may resume chip supplies to Nexperia in the coming days, signaling a possible easing of tensions that have threatened to disrupt the global automotive supply chain. The situation involves conflicting statements from Dutch authorities, Nexperia, and China, reflecting increased complexity. The Dutch government is considering relinquishing control of Nexperia if shipments from China resume soon.
Nexperia, a European automotive chipmaker, has suspended supplies to its Chinese factory amid escalating geopolitical tensions, threatening global car production and highlighting vulnerabilities in the chip supply chain. The move follows Dutch government intervention and China's retaliatory export bans, raising concerns about potential production halts in the automotive sector worldwide.
Volkswagen's CEO Oliver Blume announced that the company currently has enough chip supply, despite ongoing global shortages and a Chinese export ban on finished products from Nexperia, which affects European automakers. Blume emphasized the fragility of the current chip crisis and called for a swift political solution. Meanwhile, Porsche faces significant challenges with declining sales in China and U.S. tariffs, leading to a substantial third-quarter loss, but expects a positive trend from 2026. Blume also plans to step down as Porsche CEO in 2026, with Michael Leiters as his successor.
A warning from a major automaker group highlights that a chip supply disruption caused by a dispute between China and the Dutch government over Chinese-owned Nexperia could quickly impact US auto manufacturing, with potential spillover effects across industries. Nexperia's chips are vital for US vehicle production, and the Dutch government recently took control of the company due to concerns over technology transfer to China, amid US export restrictions. Automakers are urging a quick resolution to prevent significant disruptions.