Thursday, May 28, 2026

#Semiconductor Supply Chain

4 articles

Semiconductor Supply Chain Restructuring Accelerates as Defense Rare Earth Ban Meets AI Infrastructure Surge

Commodities & Supply Chain

Semiconductor Supply Chain Restructuring Accelerates as Defense Rare Earth Ban Meets AI Infrastructure Surge

Salvado•Apr 21, 2026

Lumentum Undersupplies Optical Components by 30% as AI Infrastructure Demand Outpaces Semiconductor Capacity Through 2027

Semiconductors & Components

Lumentum Undersupplies Optical Components by 30% as AI Infrastructure Demand Outpaces Semiconductor Capacity Through 2027

ViaNews Editorial Team (Markets)•Mar 5, 2026

Photonics Suppliers Undershipping AI Demand by 30% as Multi-Year Contracts Lock Capacity Through 2027

Technology Sector Trading

Photonics Suppliers Undershipping AI Demand by 30% as Multi-Year Contracts Lock Capacity Through 2027

ViaNews Editorial Team (Markets)•Mar 5, 2026

Nvidia Earnings Feb 25 Set to Test $31M-Cash Aehr Test and AI Hardware Supply Chain

Earnings & Corporate Events

Nvidia Earnings Feb 25 Set to Test $31M-Cash Aehr Test and AI Hardware Supply Chain

ViaNews Editorial Team (Markets)•Feb 21, 2026