Tag: supply chain
3 articles found
Tech
SEMICON Korea 2026 opens amid AI chip supply squeeze
SEMICON Korea 2026 opens Feb 11–13 in Seoul as AI-driven chip demand collides with supply constraints, putting HBM, advanced packaging, and capex signals in focus.
Business
Infineon 2026 capex raised to €2.7bn for AI demand
Infineon 2026 capex is rising as the chipmaker lifts its FY2026 investment target by €500m to €2.7bn to meet AI data-center demand. The company says AI-related revenue should move from about €1.5bn in FY2026 to €2.5bn in FY2027, reshaping Europe’s AI-infra supply chain.
Technology
RansomHub Luxshare hack claim raises supply-chain IP risk
RansomHub Luxshare hack claims say the ransomware group accessed Luxshare engineering data, including CAD and circuit-board files, per Check Point. Luxshare has not confirmed the breach, but the allegation heightens supply-chain IP and compliance risk for major OEMs.