AGP Executive Report
Last update: 9 hours agoChip Supply: Memory prices have doubled as makers prioritize AI data centers, raising costs for Apple and other electronics firms. Samsung is reportedly planning a second Texas plant for AMD and Nvidia chip components, while SK hynix is weighing a U.S. NAND facility. AI Infrastructure: Marvell’s reported Lumentum acquisition puts a spotlight on co-packaged optics, a technology gaining traction as data centers demand faster connections. Supply-Chain Tensions: Nexperia is seeking more than $2 billion from its Chinese parent, Wingtech, in a widening dispute over supply chains. Separately, reports say smugglers are disguising high-bandwidth memory shipments to evade U.S. export controls. Manufacturing Push: The Pentagon has offered drone maker Neros up to $450 million to expand U.S. production, including motors, radios, batteries and flight electronics. Recycling: Idaho National Laboratory is recruiting electronics recyclers in 25 states to test a collection model aimed at recovering battery materials such as lithium, cobalt and nickel.
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