The next chip shortage

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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

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►►► 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

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►►► 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

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