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Sony and TSMC plan a $6.3B joint venture for next-gen image sensor chips, targeting 2029 production in Japan. Both companies show strong momentum, but rising memory costs from this expansion could sq…
Apple launches lower-priced MacBook Neo and iPhone 17e amid rising memory chip costs, aiming to gain market share in a shrinking smartphone and PC market by absorbing chip price increases rather than…
Bernstein raises Apple price target due to Apple Intelligence launch despite rising memory costs impacting iPhone margins modestly; AI integration and privacy advantages support positive long-term ou…
Apple's stock rebounded sharply after previous declines as strong Asian demand and positive March outlook offset recent weak iPhone sales and brief service outages.
Intel's rising memory costs driven by AI demand may pressure Apple’s production costs and margins in upcoming quarters, although short-term supply deals limit immediate impact. Analysts forecast incr…
Apple’s long-term memory contracts partially shield it from rising memory prices, limiting near-term margin impact. However, uncertainties remain beyond the current cycle, and subdued AI strategy gro…