The next chip shortage
Skills:
LLM Foundations53%
Key Takeaways
Talks about the next chip shortage affecting glass cloth supply for Apple and others, and Taiwan's arrest warrants for OnePlus CEO Pete Lau
Original Description
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This week AI creates more chip shortages beyond memory, now affecting glass cloth supply for Apple and others, Taiwan issues arrest warrants for OnePlus CEO Pete Lau, Gemini Personal Intelligence is launched and Apple will use Gemini to power Apple Intelligence.
Episode 285
This video on Nebula: https://nebula.tv/videos/tfc-the-next-chip-shortage
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Stories:
Glass fiber cloth shortage: https://asia.nikkei.com/business/technology/tech-asia/apple-and-qualcomm-fret-over-strained-supplies-of-japan-s-glass-cloth
Apple fighting for TSMC: https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc
OnePlus CEO Arrest Warrant Taiwan: https://www.reuters.com/world/asia-pacific/taiwan-seeks-arrest-chinese-smartphone-maker-oneplus-ceo-over-illegal-hires-2026-01-14/
Gemini for Apple Intelligence: https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/
Gemini Personal Intelligence: https://blog.google/innovation-and-ai/products/gemini-app/personal-intelligence/
Release Monitor:
If a line starts with "*" it's an affilate link. I earn a commission if you buy through it.
*Insta360 Link 2 Pro & 2C Pro: https://www.insta360.com/sal/link-2-pro?utm_source=AffiliateCenter&utm_medium=copylink&utm_term=INR1HE2
*Spigen Retro iPhone 17 Pro case: https://geni.us/cA6QeJ
Honor Magic8 Pro: https://www.youtube.com/watch?v=HBo3vDBdkhA
The Brief:
Bandcamp AI: https://www.reddit.com/r/BandCamp/comments/1qbw8ba/ai_generated_music_on_bandcamp/
YouTube shorts: https://blog.youtube/news-and-events/updates-youtube-supervised-accounts-teens/
Apple Creator Studio: https://www.youtube.com/watch?v=ISYIEmQxs2M
Civilization VII on iOS: https://apps.apple.com/us/app/sid-meiers-civilization-vii/
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