Navigate Select ESC Close

The next chip shortage

2026-01-16 Science & Technology
62.4k
3.5k
230
The Friday Checkout
The Friday Checkout
217.0k subscribers

Unlock all features

FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.

Description

Visit https://brilliant.org/TFC/ to get started learning STEM with a 30 day free trial, and get 20% off your annual premium subscription - Sponsored by Brilliant. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ►►► This video ◄◄◄ This week AI creates more chip shortages beyond memory, now affecting glass cloth supply for Apple and others, Taiwan issues arrest warrants for OnePlus CEO Pete Lau, Gemini Personal Intelligence is launched and Apple will use Gemini to power Apple Intelligence. Episode 285 This video on Nebula: https://nebula.tv/videos/tfc-the-next-chip-shortage ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ►►► News & product links ◄◄◄ Stories: Glass fiber cloth shortage: https://asia.nikkei.com/business/technology/tech-asia/apple-and-qualcomm-fret-over-strained-supplies-of-japan-s-glass-cloth Apple fighting for TSMC: https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc OnePlus CEO Arrest Warrant Taiwan: https://www.reuters.com/world/asia-pacific/taiwan-seeks-arrest-chinese-smartphone-maker-oneplus-ceo-over-illegal-hires-2026-01-14/ Gemini for Apple Intelligence: https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/ Gemini Personal Intelligence: https://blog.google/innovation-and-ai/products/gemini-app/personal-intelligence/ Release Monitor: If a line starts with "*" it's an affilate link. I earn a commission if you buy through it. *Insta360 Link 2 Pro & 2C Pro: https://www.insta360.com/sal/link-2-pro?utm_source=AffiliateCenter&utm_medium=copylink&utm_term=INR1HE2 *Spigen Retro iPhone 17 Pro case: https://geni.us/cA6QeJ Honor Magic8 Pro: https://www.youtube.com/watch?v=HBo3vDBdkhA The Brief: Bandcamp AI: https://www.reddit.com/r/BandCamp/comments/1qbw8ba/ai_generated_music_on_bandcamp/ YouTube shorts: https://blog.youtube/news-and-events/updates-youtube-supervised-accounts-teens/ Apple Creator Studio: https://www.youtube.com/watch?v=ISYIEmQxs2M Civilization VII on iOS: https://apps.apple.com/us/app/sid-meiers-civilization-vii/id6744373452 Samsung browser: https://browser.samsung.com/beta IDC PC sales: https://www.idc.com/resource-center/press-releases/4q25-pc-top-5-pr/ Microsoft AI data center policy: https://blogs.microsoft.com/on-the-issues/2026/01/13/community-first-ai-infrastructure/ Dacia price drop: https://presse.dacia.de/dacia-als-vorreiter-spring-mit-5000-euro-dacia-elektrobonus-ab-11900-euro-upe-erhaltlich/?lang=deu Tesla Lithium: https://www.youtube.com/watch?v=rxYTx6aj96k ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ►►► TechAltar links ◄◄◄ https://patreon.com/techaltar Social media: https://mas.to/@techaltar https://threads.net/@techaltar https://bsky.app/profile/techaltar.bsky.social https://instagram.com/TechAltar https://discord.gg/npKQebe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ►►► Attributions & Time stamps◄◄◄ Writing & Research: Tristan Rayner Music by Edemski: https://soundcloud.com/edemski Stock assets: Getty Images 0:00 Intro 0:21 Chip glass shortage 2:05 Taiwan OnePlus CEO Arrest 2:49 Gemini wins 3:59 Release Monitor 4:55 The Brief

Top Comments (10)

@goyosoyoyo 2026-01-16

We’ve reached a point where you could walk into a room, say AI is causing a supply shortage - & have everyone think of a completely different component without being wrong... Fun.

455 7 replies
@kizuati 2026-01-16

I see no need for me to make timestamps this time :)

239 7 replies
@NoName-fn6ee 2026-01-16

I wish I could turn off my shorts on phone and Desktop

129 22 replies
@noble_lime 2026-01-16

AI bubble burst when

82 8 replies
@cherubin7th 2026-01-16

Soon we cannot even get fire wood, because the AI data center steam engines need it more.

75 1 replies
@sunflash9 2026-01-16

AI makes everything more expensive for marginal gain, mostly just hype.. chip, ram, SSD, energy and water.

67 1 replies
@greggleswong 2026-01-16

Omg 11000 euros is extremely affordable for an electric car!

63 4 replies
@SimplemanOfficial-u7u 2026-01-16

WE WERE BARELY 2 WEEKS IN 2026, GUYSSSSS, CALMAAA!!!!

58 2 replies
@TheFridayCheckout 2026-01-16

Visit https://brilliant.org/TFC/ to get started learning STEM with a 30 day free trial, and get 20% off your annual premium subscription - Sponsored by Brilliant.

8
@a11-v1f7l 2026-01-16

Just so everyone knows, the only reason Teslas refinery is even working or producing is because the US government is essentially subsidizing half the costs of the mining, refining and battery production

6

Unlock the Data Inside
Turn Videos into Knowledge

  • Get FREE 10/day: transcripts, summaries, chats
  • Chat with videos, export text & PDF
  • $1 free API credit for RAG, chatbots & research

Free forever plan • All features unlocked

App screenshot