…you how much the memory supply crisis has impacted component pricing—though, those still a little unclear on the situation should give our Jacob's RAMpocalypse explainer a read. The short version…
…The leaker said Apple has targeted sufficient iPhone 17 supply to participate in China's Double 11 shopping event later this year. Double 11, also known as Singles' Day, is one of…
…China's memory industry, and the second is about whether CXMT, YMTC, and similar players could actually work around regulatory frameworks to ship DDR modules to customers worldwide. Talking about supply chain…
…Strong demand across geographies, particularly in China, supported double-digit growth in both iPhone and Services revenue. Competition for advanced nodes and memory is increasing as hyperscalers pay more to secure supply…
…The supplier is... New iPhone Starts Production Outside China Prior to Announcement for First Time Apple supplier Foxconn is starting production of the iPhone 15 in India, the first time that a…
…the world's processor supply, though, has up to now given Taiwan what's been called a silicon shield. The belief is that were China to invade, the US would…
…Morgan Stanley forecasts China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese players. It puts the market at about $21bn this…
Intel's Q1 2019 conference call contained a great deal of information about the company's 10nm ramp, CPU shortage, and overall outlook for 2019. It's looking like a rougher year…
…The primary reason why we've seen significant price hikes for certain graphics cards is, of course, the heavily constricted supply of DRAM modules, better known as the RAMpocalypse . AMD and Intel…
…Demand is surging while supply struggles to keep up, pushing prices higher and boosting Samsung’s profits. There’s another reason shares surged on Wednesday. Reports came out yesterday that Apple has…