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Voters cast their mail-in ballots at a ballot drop box outside Maricopa County Recorder and Elections Department southeast Mesa office during the Arizona state primary election in Mesa, Arizona, U.S. July 30, 2024. 

Rebecca Noble | Reuters

Derek Bowens has never had such an important job. He’s the director of elections in Durham County, North Carolina, one of the most-populous areas of a state that’s increasingly viewed as crucial to the 2024 presidential contest.

So when a former precinct official emailed Bowens in July to warn him of a post containing voting misinformation that was spreading virally on Facebook, Bowens quickly recognized that he may be facing a crisis.

The post, written as if from an authority on the subject, said voters should request new ballots if a poll worker, or anyone else, writes anything on their form, because it would be invalidated. The same incorrect message was spread on Facebook during the 2020 election, but the platform flagged the content at the time as “false information” and linked to a story that debunked the rumor by Facebook’s fact-checking partner, USA Today.

Bowens said no such tag appeared on the post, which was widespread enough that the North Carolina State Board of Elections had to issue a press release on Aug. 2, informing voters that false “posts have been circulating for years and have resurfaced recently in many N.C. counties.”

“It was spreading and there wasn’t anything happening to stop it until our state put out a press release and we started engaging with our constituency on it,” Bowens told CNBC in an interview.

The elections board wrote a post on Facebook, telling voters to “steer clear of false and misleading information about elections,” with a link to its website. As of Wednesday, the post had eight comments and 50 shares. Meanwhile, multiple Facebook users in states like North Carolina, Mississippi and New Jersey continue to share the ballot misinformation without any notification that it’s false.

CNBC flagged posts with the false information to Meta. A company spokesperson said, “Meta has sent them to third-party fact-checkers for further review.”

Across the U.S., with 40 days until the Nov. 5 election, state and local officials say they are puzzled by what to expect from Facebook. Like in the past two presidential election cycles, the spread of misinformation on the social network has threatened to disrupt voting in what’s expected to be another razor-thin contest decided by thousands of voters in a handful of states. Recently, a Facebook post containing a false claim about Haitian immigrants eating pets in Springfield, Ohio, ballooned out of control and gained resonance after it was repeated by Republican nominee Donald Trump in a debate.

In 2016, Facebook was hammered by Russian operatives, pushing out false posts about Hillary Clinton to bolster Trump. In 2020, the site hosted rampant misinformation about politically charged issues like Covid treatments, masking and voter fraud.

The big difference this go-round is that Facebook has largely removed itself from the equation. In 2021, Meta began pushing political and civic content lower in its algorithms, which contributed to a dramatic decline in news traffic last year for publishers. Earlier this year, Meta announced that it would deprioritize the recommendation of political content on Instagram and its Twitter-like Threads service, a move the company said more aligns with what consumers want to see on their feeds.

Still, posts with false information can spread rapidly across wide swaths of users along with comments that amplify the misinformation, and government agencies have little ability to counteract them, because they have such limited reach on the platform.

New report shows AI-powered chatbots could spread election misinformation

And while Facebook has lost some of its prominence due in part to the rise of TikTok, particularly among younger audiences, the site still had more than 200 million daily users in the U.S. and Canada at the end of last year, the last time it issued regional numbers. Facebook and Instagram are generally both in the top 10 among the most-visited websites and most-popular apps in the U.S, according to the Pew Research Center and Similarweb.

Interviews with nearly a dozen regional and statewide government officials with election-related duties reveal the challenges they say they’re having using and monitoring Meta’s apps, as well as other social networking services like X, now owned by Elon Musk. The officials say they’re working overtime to ensure the safety and integrity of the election but say they’re receiving little effective help from the companies, which scaled back their trust and safety teams as part of broader cost-cutting efforts that began in 2022.

Meta ultimately cut 21,000 jobs, including in trust and safety and customer service, over multiple rounds of layoffs. As CNBC reported last year, the company dissolved a fact-checking tool that would have let news services like The Associated Press and Reuters, as well as credible experts, add comments at the top of questionable articles as a way to verify their trustworthiness. Reuters is still listed as a fact-checking partner, but an AP spokesperson said the news agency’s “fact-checking agreement with Meta ended back in January.” 

The Meta spokesperson told CNBC in a statement that the company’s “integrity efforts continue to lead the industry and we have around 40,000 people globally working on safety and security — more than we had during the 2020 cycle.” The company says it now partners with about 100 third-party fact-checking groups across the globe “who review and rate viral misinformation in more than 60 languages.”

Challenges in Maricopa County

Like North Carolina, Arizona is one of the seven swing states expected to determine whether Trump or Vice President Kamala Harris, the Democratic nominee, win the presidency.

That reality has put Taylor Kinnerup in the spotlight. Kinnerup is the communications director for the recorder’s office of Maricopa County, home to more than half of Arizona’s population.

Kinnerup and her colleagues use social media to distribute up-to-date information about election-related procedures, like when residents can mail in early ballots or where to find their voting center. It’s a particularly sensitive job following Trump’s false claims of voter fraud in Arizona in 2020, when the state went blue for the first time in a presidential contest since 1996.

Given Maricopa County’s high profile during the election season, the state often attracts attention from Facebook users across the country. Many of them, Kinnerup said, are older and still leave comments about debunked conspiracy theories, such as the false claim that Sharpie markers invalidate ballots.

Kinnerup said her team places “extreme emphasis on constant communication and transparency to the public,” actively sharing election-related content across Facebook and Instagram, particularly during peak hours when it’s more likely to reach voters.

A few months ago, Kinnerup discovered that her office’s Facebook and Instagram accounts were no longer linked, meaning she couldn’t access the apps using the same credentials, or automatically schedule a single post to go across both sites.

Ahead of the primary elections in July, Kinnerup said she struggled to resolve the account issues with Meta. She said she engaged in a monthslong email exchange with numerous representatives, but found there was “no way to really make progress.” When she did get a response, it was little more than a canned statement, Kinnerup said.

Meanwhile, Kinnerup is busy overseeing media and constituent tours of the county’s election facilities to help dispel false notions that the process is being rigged as her office continues to deal with the fallout of the 2020 election. Kinnerup said she led more than 20 such tours in June.

“I couldn’t be dealing with Meta every single day, because I had to be giving tours,” Kinnerup said. The time spent trying to find a fix “was a huge issue for me,” she said.

By the time Kinnerup said she’d resolved her account issues, in mid-July, she and her colleagues had wasted countless hours on the problem, leaving her team to “feel we were put in a position where the full message we were trying to get out wasn’t ever fully there.”

Even with her office’s Facebook and Instagram accounts working again, Kinnerup says their organic social media posts generate little engagement, and her team has used sponsored ads to help expand reach across the platforms. Her team has continued with the facility tours, leading 25 this month.

Meta’s spokesperson said the company has been hosting training sessions for state and local officials since February, informing them of tools like voting alerts, which allow them to send messages to people in their area.

Former US President and Republican presidential candidate Donald Trump leaves at the end of a presidential debate with US Vice President and Democratic presidential candidate Kamala Harris at the National Constitution Center in Philadelphia, Pennsylvania, on September 10, 2024. 

Saul Loeb | AFP | Getty Images

“There are multiple channels by which officials can reach us, including teams responsible for specific states and regions, and our ability to respond to them remains unchanged,” the spokesperson said.

Kinnerup said she was not “aware of any of this,” and in her year in the role has “never received any direct communication with Meta that I’m aware of.”

Bowens told CNBC in a follow-up email that he “was not aware of the sessions or the tools.”

Congress is well aware of potential problems. During a Senate hearing last week on election threats, Meta’s head of global affairs, Nick Clegg, fielded questions about the company’s election preparedness. Sen. Susan Collins, R-Maine, expressed concern about the safety and integrity of “down-ballot races at the state level, county level, local level.”

Intelligence agencies, Collins said, have told senators that bad actors from China could be focusing on disrupting regional races as opposed to the presidential election, and that state and regional officials “are far less likely to receive the kinds of briefings that we receive or to get information from Homeland Security or the FBI on how to be on alert.”

Clegg said Collins was “right to be concerned” and that Meta’s “vigilance needs to be constant.”

“It can’t just sort of peak at the time of the presidential elections,” Clegg said.

‘Three people will see it’

For Scott McDonell, the Dane County clerk in the swing state of Wisconsin, it’s been difficult to share accurate voting information on Facebook from his office’s official government account, which only has 608 followers on Facebook. McDonell said his posts get very little traction compared with years past.

“If I link to a story about election security, three people will see it,” McDonell said. Posts that include pictures do marginally better, he said, because “Facebook likes pictures.”

“Don’t link to an article, that will go to zero,” he said.

McDonell said many of his colleagues have “gotten abused” so much on Facebook in recent years that they don’t post about elections anymore.

“Basically, your average county clerk is terrified of it, and they just do it to share baby photos,” McDonell said.

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In Los Angeles County, Jeramy Gray, the chief deputy of the registrar-recorder/county clerk office, said small government offices often lack the resources needed to effectively utilize social media and to troubleshoot problems.

Meta “recently put a team together to assist” his office, Gray said, adding that the company appears to be the “most mature” of the big platforms even if it’s not a “model partner.”

“What I would like to see is just more engagement from them, at least three to four months from a large national election, for them to reach out to key stakeholders at the state and local level to really talk about what they can do or what they’re doing,” Gray said.

Bowens, in North Carolina’s Durham County, said the tech platforms could be much more helpful in assisting his office and others as they navigate through some of the confusion about what type of content is acceptable.

Bowens said he’s concerned about acting too aggressively because of potential censorship issues and recognizes there’s a gray area between misinformation and citizens exercising their First Amendment rights.

“You know, we’ve got a very diverse election system in this country,” Bowens said. “What was on that post may very well be true in another state. Therefore, is it misinformation?”

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A ‘seismic’ Nvidia shift, AI chip shortages and how it’s threatening to hike gadget prices

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A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices

The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store in Shanghai, China Monday, Oct. 20, 2025.

Wang Gang | Feature China | Future Publishing | Getty Images

The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and a recent change by Nvidia to its products could make it worse.

AI data centers, on which tech giants globally are spending hundreds of billions of dollars, require chips from suppliers, like Nvidia, which relies on many different components and companies to create its coveted graphics processing units.

But other companies like AMD, the hyperscalers like Google and Microsoft, and other component suppliers all rely on this supply chain.

Many parts of the supply chain can’t keep up with demand, and it’s slowing down components that are critical for some of the world’s most popular consumer electronics. Those components are seeing huge spikes in prices, threatening price rises for the end product and could even lead to shortages of some devices.

“We see the rapid increase in demand for AI in data centers driving bottlenecks in many areas,” Peter Hanbury, partner in the technology practice at Bain & Company, told CNBC.

Where is the supply chain clogged?

One of the starkest assessments came from Alibaba CEO Eddie Wu, CEO of Chinese tech giant Alibaba.

Wu, whose company is building its own AI infrastructure and designs its own chips, said last week that there are shortages across semiconductor manufacturers, memory chips and storage devices like hard drives.

“There is a situation of undersupply,” Wu said, adding that the “supply side is going to be a relatively large bottleneck.” He added this could last two to three years.

Bain and Co.’s Hanbury said there are shortages of hard disk drives, or HDDs, which store data. HDDs are used in the data center. These are preferred by hyperscalers,: big companies like Microsoft and Google. But, with HDDs at capacity, these firms have shifted to using solid-state drives, or SSDs, another type of storage device.

However, these SSDs are key components for consumer electronics.

The other big focus is on a type of chip under the umbrella of memory called dynamic random-access memory or DRAM. Nvidia’s chips use high-bandwidth memory which is a type of chip that stacks multiple DRAM semiconductors.

The winners and losers from the surge in memory chip prices

Memory prices have surged as a result of the huge demand and lack of supply. Counterpoint Research said it expects memory prices to rise 30% in the fourth quarter of this year and another 20% in early 2026. Even small imbalances in supply and demand can have major knock on effects on memory pricing. And because of the demand for HBM and GPUs, chipmakers are prioritizing these over other types of semiconductors.

“DRAM is certainly a bottleneck as AI investments continue to feed the imbalance between demand and supply with HBM for AI being prioritized by chipmakers,” MS Hwang, research director at Counterpoint Research, told CNBC.

“Imbalances of 1-2% can trigger sharp price increases and we’re seeing that figure hitting 3% levels at the moment – this is very significant.”

Why are there issues?

Building up capacity in various areas of the semiconductor supply chain can be capital-intensive. And it’s an industry that’s known to be risk-averse and did not add the capacity necessary to meet the projections provided by key industry players, Bain & Co.’s Hanbur said.

“The direct cause of the shortage is the rapid increase in demand for data center chips,” Hanbury said.

“Basically, the suppliers worried the market was too optimistic and they did not want to overbuild very expensive capacity so they did not build to the estimates provided by their customers.  Now, the suppliers need to add capacity quickly but as we know, it takes 2-3 years to add semiconductor manufacturing fabs.”

Nvidia at the center

How AI boom is impacting consumer electronics

Here’s the link between all of this.

From chip manufacturers like TSMC, Intel and Samsung, there is only so much capacity. If there is huge demand for certain types of chips, then these companies will prioritize those, especially from their larger customers. That can lead to shortages of other types of semiconductors elsewhere.

Memory chips, in particular DRAM which has seen prices shoot up, is of particular concern because it’s used in so many devices from smartphones to laptops. And this could lead to price rises in the world’s favorite electronics.

DRAM and storage represent around 10% to 25% of the bill of materials for a typical PC or smartphone, according to Hanbury of Bain & Co. A price increase of 20% to 30% in these components would increase the total bill of materials costs by 5% to 10%.

“In terms of timing, the impact will likely start shortly as component costs are already increasing and likely accelerate into next year,” Hanbury said.

Memory chip prices, earnings growth to support South Korea market: Morgan Stanley

On top of this, there is now demand from players involved in AI data centers like Nvidia, for components that would have typically been used for consumer devices such as LPDDR which adds more demand to a supply constrained market.

If electronics firms can’t get their hands on the components needed for their devices because they’re in short supply or going toward AI data centers, then there could be shortages of the world’s most popular gadgets.

“Beyond the rise in cost there’s a second issue and that’s the inability to secure enough components, which constrains the production of electronic devices,” Counterpoint Research’s Hwang said.

What are tech firms saying?

A number of electronics companies have warned about the impact they are seeing from all of this.

Xiaomi, the third-biggest smartphone vendor globally, said it expects that consumers will see “a sizeable rise in product retail prices,” according to a Reuters reported this month.

Jeff Clark, chief operating officer at Dell, this month said the price rises of components is “unprecedented.”

“We have not seen costs move at the rate that we’ve seen,” Clark said on an earnings call, adding that the pressure is seen across various types of memory chips and storage hard drives.

The unintended consequences

The AI infrastructure players are using similar chips to those being used in consumer electronics. These are often some of the more advanced semiconductors on the market.

But there are legacy chips which are manufactured by the same companies that the AI market is relying on. As these manufacturers shift attention to serving their AI customers, there could be unintended consequences for other industries.

“For example, many other markets depend on the same underlying semiconductor manufacturing capabilities as the data center market” including automobiles, industrials and aerospace and defense, which “will likely see some impact from these price increases as well,” Hanbury said.

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Samsung launches its first multi-folding phone as competition from Chinese brands intensifies

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Samsung launches its first multi-folding phone as competition from Chinese brands intensifies

Samsung Electronics’s Galaxy Z TriFold media day at Samsung Gangnam in Seoul, South Korea, on Dec. 2, 2025.

Anadolu | Anadolu | Getty Images

Samsung Electronics on Monday announced the launch of its first multi-folding smartphone as it races to keep pace with innovations from fast-moving rivals. 

The long-anticipated “Galaxy Z TriFold” will go on sale in South Korea on Dec. 12, with launches to follow in other markets including China, Taiwan, Singapore, and the United Arab Emirates, the company said in a press release. 

The phone will be available in the U.S. during the first quarter of 2026, with more details to be shared later, the South Korean tech giant added. The Galaxy Z Trifold will ship as a single model in black with 16GB of memory and 512GB of storage, priced at 3,594,000 South Korean won ($2,449).

With Apple’s expected entry into the foldable segment, Samsung is positioning this device as a multi-fold pilot to reinforce its technology leadership.”

Liz Lee

Associate Director at Counterpoint Research

The device uses two inward-folding hinges to open into a 10-inch display — a tad smaller than the 11th-generation iPad’s 11-inch display — with a 2160 x 1584 resolution.

When its screen panels are folded, the device is measures 12.9 millimeters (0.5 inches) thick — slightly more than the Galaxy Z Fold6 at 12.1 mm and the latest Galaxy Z Fold7 at 8.9 mm.

“Samsung’s first tri-fold model will ship in very limited volume, but scale is not the objective,” Liz Lee, associate director at Counterpoint Research, said in a statement shared with CNBC.

“With competitive dynamics set to shift materially in 2026, especially with Apple’s expected entry into the foldable segment, Samsung is positioning this device as a multi-fold pilot to reinforce its technology leadership.”

A Samsung Electronics Co. Galaxy Z TriFold smartphone on display during a media preview in Seoul, South Korea, on Tuesday, Dec. 2, 2025.

Bloomberg | Bloomberg | Getty Images

Lee added that Samsung’s latest product is meant to test durability, hinge design and software performance while gathering real-world user insights before wider commercialization.

The phone’s three foldable panels can also run three apps vertically side by side, and offer a desktop-like mode without a separate display. 

The TriFold features Samsung’s largest battery capacity among its foldable models and supports super-fast charging that reaches 50% in 30 minutes.

TM Roh, who was recently appointed Samsung Electronics co-CEO and head of the Device eXperience division, said the Galaxy Z TriFold reflects years of work on foldable designs and aims to balance portability, performance and productivity in one device.

Samsung was an early innovator of folding smartphones, unveiling its first foldable device in 2019. While the market has remained relatively small, new competitors have continued to enter, including Chinese brands that have proven competitive in both price and dimension.

Visitors try out the Galaxy Z Trifold during Samsung Electronics’ Galaxy Z TriFold media day at Samsung Gangnam in Seoul, South Korea, on Dec. 2, 2025.

Anadolu | Anadolu | Getty Images

In September, telecommunications giant Huawei announced its second-generation trifold phone for the Chinese market, measuring 12.8 mm thick when folded.

This year has also seen Chinese brands like Honor launch foldable smartphones in international markets. Honor was spun off from Huawei in 2020 in a bid to avoid U.S. sanctions and tap international markets.

Like Samsung’s other recent foldables, the TriFold is rated IP48, meaning it is water-resistant up to 1.5 meters for up to 30 minutes but offers limited dust protection.

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Nvidia CEO to Cramer: Synopsys deal is ‘culmination of everything I showed you’ over the years

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