Apple faces critical shortage as AI boom strains supply chain ...
4 hours ago · Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second half of 2027.
Apple and Qualcomm fret over strained supplies of Japan's ...
10 hours ago · Tech Asia Apple and Qualcomm fret over strained supplies of Japan's glass cloth Surge in demand from AI giants like Nvidia send companies in search of new sources
High-end PCB materials are now getting supply strained ...
6 hours ago · The AI boom has turbo-charged demand for high-performance PCBs made with premium glass cloth, meaning deep-pocketed AI companies are now also hungry for Nittobo's …
Techmeme: Sources: Apple and Qualcomm are scrambling to ...
5 hours ago · Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, as the AI boom boosts demand for the component Philip Stafford / …
Qualcomm Announces Agreement with Apple for Chip Supply
Qualcomm Announces Agreement with Apple for Chip Supply | Qualcomm
Ignore the Apple Noise and Consider Buying Qualcomm Stock for ...
11 hours ago · Apple's modem worries weigh on Qualcomm, but AI and cheap valuation suggest the market may be missing the bigger 2026 picture.
Qualcomm’s Losing Streak Against Apple Silicon Continues, As ...
2 days ago · Qualcomm’s Snapdragon X2 Plus might be an exceptionally fast chipset, but Apple’s M4 is much faster, according to the latest CPU and GPU tests