Back to ResearchWeekly
The Blade Weekly: Micron, Apple and AMD Start Funding Their Suppliers
July 11, 202612 min read
Related Research
Weekly
The Blade Weekly: Memory's Big Run Wobbles, But Other Supply Chain Shortages Keep Broadening
Taiwan's memory leaders reversed after GigaDevice warned prices had peaked and a US suit alleged DRAM collusion, but the AI shortage kept broadening into passives, wafers, power and packaging.
Read more TelecomConnection Without Coverage: Kyivstar's Starlink Leap and the Hybrid Future of Mobile
Kyivstar launched Starlink Light Data nationwide: standard 4G phones now run Viber, WhatsApp and Google Maps via satellite where there is no tower. What it means for Ukraine and the hybrid future of mobile.
Read more SemiconductorsTechChain Insights Q&A: Himax's Silicon Photonics Powering Nvidia's Next Generation Chips
A Q&A with Himax management on its co-packaged optics (CPO) entry — the precision optics it makes inside the fiber array unit (lenses, prisms, V-grooves), built on 15 years of nanoimprint wafer-level optics, with Gen 1 shipments expected from 2H26.
Read more