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Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
TechieTwo Proof why you should not have all your eggs in one basket. Multiple supply sources will be required from now on for most large industry consumers. Reply
JamesJones44 It seems corporations have learned nothing from the last 2 "chip crisis" that occurred over covid and the first trade war. Maybe the 3rd time is the charm to get corporations to diversify their supply chains. Reply
DS426 JamesJones44 said: It seems corporations have learned nothing from the last 2 "chip crisis" that occurred over covid and the first trade war. Maybe the 3rd time is the charm to get corporations to diversify their supply chains. Agreed. Global supply chains are still surprisingly fragile. Engineering focuses in on a single product vendor and model without having a second-source option lined up. This needs to change pronto. Not engineers' fault but rather executive-level failures in foresight and architecting resilient business operations and product pipelines. Reply
Captain Awesome This chip shortage is bad, but not as bad as the 2023 shortage here when stores ran out of Doritos Sweet Chili Heat. 😮 Reply
phead128 TechieTwo said: Proof why you should not have all your eggs in one basket. Multiple supply sources will be required from now on for most large industry consumers. Proof that seizing companies using obscure wartime laws has it's consequences. The supply chain was fine until Dutch decided to nationalize/seize ownership of Nexperia. It's really crazy how it's being spinned as a supply chain issue, and not some overreach of national security issue. Reply
usertests Proofread your headlines Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/europes-carmakers-warn-of-chip-shortage-as-nexperia-halts-china-bound-wafer-shipments#main
- https://www.tomshardware.com
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- AI On: 3 Ways to Bring Agentic AI to Computer Vision Applications
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- Chinese AI startup gets access to 2,300 banned Blackwell GPUs by exploiting cloud loophole — rents compute from Indonesian firm with 32 Nvidia GB200 server rack
Informational only. No financial advice. Do your own research.