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Exclusive-rare earth shortages worsen in US aerospace, chips despite trade truce, sources say
By Allison Lampert, Laurie Chen, Lewis Jackson and Michael Martina MONTREAL/BEIJING/WASHINGTON, Feb 26 (Reuters) - Suppliers ...
Automotive industry analysts are forecasting that another microchip shortage could hit in the coming months, which could increase risks for production halts as costs skyrocket.
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like smartphones.
Rare earth shortages, primarily yttrium and scandium, are critical challenges for U.S. aerospace and semiconductor industries due to Chinese export controls. This ongoing issue impacts engine coatings ...
Ford says memory costs are rising as Samsung, SK Hynix and Micron Technology chase AI demand. More DRAM/NAND in cars could mean higher 2026 prices, longer waits, or feature deletions.
The latest generation of Galaxy phones touts enhanced AI capabilities, but supply chain concerns hang over sector ...
First, let's talk about the chip shortage itself. AI (setting aside the confusion that term causes) is everywhere, with data centers going up daily to support it. The massive data centers required to ...
Samsung Electronics and SK Hynix shares surged to record highs on Thursday after Nvidia reported stronger-than-expected quarterly earnings, reinforcing confidence in sustained artificial intelligence ...
Engine makers are already struggling to meet demand for spare parts from airlines and higher production by planemakers Read more at The Business Times.
Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients, industry insiders said, weeks before U.S. President Donald Trump is ...
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