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  1. Apple faces critical shortage as AI boom strains supply chain ...

    5 hours ago · Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second half of 2027.

  2. Apple and Qualcomm fret over strained supplies of Japan's ...

    11 hours ago · Tech Asia Apple and Qualcomm fret over strained supplies of Japan's glass cloth Surge in demand from AI giants like Nvidia send companies in search of new sources

  3. High-end PCB materials are now getting supply strained ...

    7 hours ago · Initially, there was little issue with supply. The AI boom has turbo-charged demand for high-performance PCBs made with premium glass cloth, meaning deep-pocketed AI …

  4. Techmeme: Sources: Apple and Qualcomm are scrambling to ...

    6 hours ago · Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, as the AI boom boosts demand for the component Philip Stafford / …

  5. Apple to Source 19 Billion Chips from US Factories, Cook Says

    May 2, 2025 · Apple Inc. plans to source more than 19 billion chips from the US this year, part of a global supply chain shift to gradually lessen its reliance on China and elevate India for …

  6. [News] Apple Reportedly Releases Supply Chain List, Nanya ...

    Apr 23, 2024 · Apple has released its supply chain list for the 2023 fiscal year, with notable changes compared to the 2022 list. According to a report from CNA, Major IC substrate …

  7. Top 18 Apple Suppliers: Key Players in the Apple Supply Chain

    Nov 13, 2025 · Discover Apple's top suppliers and how they enhance product performance and innovation. Learn about Apple's efficient supply chain and its global manufacturing impact.

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