supply constraints
Coverage of supply constraints in the Nexus archive.
- Apple stock sinks 10% after Tim Cook warns of ‘100-year flood’ in memory prices
Apple stock fell 10% following a warning from Tim Cook about a '100-year flood' in memory prices, which, along with supply constraints and slowing growth, is expected to impact the company's current quarter results.
- Apple stockpiles inventory as it braces for ‘significant supply constraints’
Apple has increased its inventory to $11.1 billion, nearly double the $5.7 billion reported last September, as it prepares for potential supply chain disruptions.
- Samsung delivers record-setting profits, but the shares still can’t catch a break from investors.
Samsung achieved record-setting profits amid high demand for memory chips and severe supply constraints. However, investors remain skeptical due to concerns about the sustainability of the AI capital expenditure boom and competition from low-cost Chinese chips.
- US Cannot Guarantee Patriot Missile Timelines as Ukraine Warns of Critical Shortage
US missile manufacturer Lockheed Martin cannot guarantee delivery timelines for Patriot PAC-3 interceptor missiles despite plans to increase production to 2,000 annually by 2033. Supply constraints and prioritization decisions are causing shortages affecting US allies and Ukraine, which rely on these systems for ballistic missile defense.
- What caused inflation to soar to its highest point in 3 years?
Inflation surged in May due to high energy costs and supply constraints worsened by the Iran war. Madison Mills, a senior reporter at Axios, joins to discuss the issue.