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Real-time coverage from across the AI supply chain. Updated continuously.
14:30 UTCTSMC upgrades second Kumamoto fab to 3nm, elevating Japan to third advanced chip baseMaterials & Fab13:15 UTCGoogle cuts 2026 TPU production target from 4M to 3M units as NVIDIA locks up TSMC CoWoS capacityChips & Arch11:42 UTCSK Hynix debuts 16-layer 48GB HBM4 at CES 2026 as NVIDIA demands 16-Hi from all three suppliers by Q4Chips & Arch10:18 UTCMicrosoft discloses $80B backlog of unfulfillable Azure AI orders due to power constraintsInfrastructure09:05 UTCDeepSeek releases V4: ~1 trillion parameters, million-token context, Huawei Ascend optimizedSoftware07:30 UTCNVIDIA Blackwell NVL72 delivers 10x faster MoE inference at one-tenth cost per tokenSoftware06:12 UTCTrump imposes 25% Section 232 tariff on advanced AI chips not destined for US supply chainPolicy & Capital04:45 UTCNine EU nations form Semiconductor Coalition, push for Chips Act 2.0 targeting €200B by 2035Policy & Capital
The Weekly Briefing
Every Sunday. The most important supply chain developments of the week, with analysis on what they mean for the AI ecosystem. Free.