Supply Signal Radar
Weekly semiconductor supply-risk briefs, transcripts, and topic hubs from Semibuffer. Each call keeps its evidence and confidence label attached.
Audio and transcripts
- The Optical Engine Is Shipping. The Next Speed Has a Date.: Tower and NewPhotonics report current 800G and 1.6T optical-engine shipments; a 6.4T product is planned for 1H27. Keep data rate, qualification, and delivery separate.
- Your Supplier Relationship Needs More Than a Price.: Qualcomm and Amazon link incentives to purchase milestones; ADI plans to acquire Alif; TSMC reports August growth. Check what supplier agreements protect, and keep conditional ceilings separate from committed orders.
- Your AI Server Order Has More Than One Delivery Date.: Broadcom and Credo report strong growth, Sivers plans future optical capacity, and Super Micro expands assembly. Track compute, connectivity, optics, and final assembly on separate delivery commitments.
- Your Supplier Map Is Due for a Check.: Renesas changes its Wolfspeed board representation, Navitas plans to acquire Claros, and Diodes completes the ElevATE deal. Check ownership, support, qualification, and the commitments attached to critical parts.
Latest Intel
- The Tools Behind Your 2027 Supply Are Running Short.
- How to Hear a Supplier's Warning Before It Hits Your Build Plan
- The Expansion You Are Counting On Still Needs a Signature.
- The Next Build Depends on the Exact Part.
- The Optical Engine Is Shipping. The Next Speed Has a Date.
- Your Supplier Relationship Needs More Than a Price.