TECHNOLOGY

The latest supply chain disruption report comes from Reuters, which claims that shipments of Tesla components from China—intended for its Cybercab and Semi—will be suspended. The report, based on a single unnamed source, has not been confirmed by Tesla or Elon Musk on X. 

Here's more color on Tesla's trade disruption, as described by the source:

The source continued:

No specific details were provided about which parts from Chinese factories were affected, but the (more…)

President Trump's 'America First' agenda—specifically, the revival of domestic critical supply chains to reinforce hemispheric defense—scored yet another win this week.

Reuters reported that Advanced Micro Devices' most advanced processor chips would soon enter series production at Taiwan Semiconductor Manufacturing Company's (TSMC) factory in Arizona. 

"Our new fifth-generation EPYC is doing very well, so we're ready to start (more…)

The most unexpected highlight from Counterpoint Research's Market Pulse Early Look is Apple's rise to the number one position in global smartphone shipments in Q1 2025, capturing about 19% of market share and outperforming Chinese rivals. This rebound in fortunes for CEO Tim Cook is particularly notable given the underwhelming iPhone 16 launch last fall and the company's weak Q4 performance.

Counterpoint found that the launch of Apple's entry-level model, the iPhone (more…)