Ukraine drone strikes Yandex data centers, knocking out 84 services and reducing network traffic to 30%. This is a retaliatory measure against Moscow's attacks on Kyiv infrastructure.
Major disruption to Russian cloud services.
Verizon is preparing for a potential tropical storm by deploying 3,000 mobile assets and 2,600 satellite assets, including new Multi-Orbit Off-Road Trailers. This disaster readiness strategy signals increased demand for telecom infrastructure equipment and satellite connectivity kits.
Hsinchu faces severe water tension with winter rainfall lowest in 75 years. Baoshan reservoir inflow is only 77% of the 'century drought' level. Bullish for wafer and memory chip supply as production cuts are delayed to June 2026.
Nexperia's Dutch entity cut off SAP and Microsoft 365 access for its Chinese subsidiary's employees, disrupting order processing. The action stems from an ongoing dispute over technology transfer between Dutch authorities and Chinese parent Wingtech.
This internal operational conflict introduces significant supply chain uncertainty for Nexperia's automotive and power semiconductors, with potential for broader market disruption.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |