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Semiconductors

Apple’s supply chain strategy faces new pressure as U.S. chipmaking becomes central to technology and geopolitical risk.
Posted inTechnology

Apple Looks Beyond TSMC as U.S. Chip Strategy Enters a New Phase

by Oguz BuyukyildirimMay 5, 2026May 5, 2026

Apple has held early talks with Intel and Samsung Electronics about producing main device processors in the United States, according to Bloomberg News. No formal orders or supply agreements have been reached. The discussions remain exploratory. But the signal matters. Apple is testing whether its most critical chip supply chain can gain a second U.S.-based […]

Nvidia closed at a record on Friday, approaching a $5 trillion market valuation for the second time this year.
Posted inMarkets

S&P 500 Hits Record High as Semiconductor Rally Drives Fourth Straight Week of Gains

by Oguz BuyukyildirimApril 25, 2026April 25, 2026

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