Sunday, July 12, 2026

#Semiconductor Supply Chain

5 articles

U.S. to Ban Chinese Rare Earths From Defense Systems by 2027, Forcing Chip Supply Chain Overhaul

Commodities & Supply Chain

U.S. to Ban Chinese Rare Earths From Defense Systems by 2027, Forcing Chip Supply Chain Overhaul

Salvado•Jun 5, 2026

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