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Morgan Stanley sees the iPhone 18 as a major upgrade cycle, shifting supply chain favor toward assemblers like Luxshare and AAC Technologies while downgrading select lens makers on valuation grounds.
Apple faces severe supply constraints as AI data centers consume global memory capacity, quadrupling smartphone-memory prices. With relief unlikely until late 2027 or 2028, rising component costs thr…
Trump's unpredictable tariff announcements via social media drive record single-stock volatility, severely impacting tech giants like Apple. Despite violent short-term whipsaws and billions wiped out…
US stocks fell after August payrolls exceeded expectations at 162,000, reviving Fed rate hike concerns. Apple dropped nearly 2% amid hardware production setbacks and costly memory shortages, while Te…
Apple's outgoing CEO Tim Cook and Elon Musk warned of unprecedented memory chip inflation fueled by the AI boom, forcing hardware price hikes. The report highlights persistent supply chain cost press…
MP Materials secures long-term domestic rare-earth magnet supply contracts with Apple and General Motors. Backed by the U.S. Department of Defense, the company provides critical non-Chinese supply ch…
John Ternus succeeds Tim Cook as Apple CEO on Sept. 1, facing immediate pressure to deliver the new AI-powered Siri and other delayed hardware. While the leadership transition introduces uncertainty,…
Counterpoint Research reports that China's smartphone market faces pressure from rising component costs, leading to potential price hikes. While Huawei leads, Apple holds the second spot. Xiaomi expe…
Tata Group's four new ventures, including iPhone assembler Tata Electronics, amassed nearly $10 billion in bank debt. As Tata Sons faces leadership succession debates and mounting losses across these…
The U.S. is pushing to secure domestic rare-earth supply chains, with MP Materials leading production via critical Department of Defense backing and key commercial agreements with major tech leaders …
MP Materials surged 9.1% alongside rare-earth peers due to broad critical-resources sentiment rather than operational news. While long-term supply agreements with partners like Apple and GM remain on…
Apple is exploring Chinese supplier CXMT for DRAM memory to diversify its supply chain and gain pricing leverage against established vendors like SK Hynix and Samsung. Although CXMT has not yet offer…
Memory chipmakers tumbled following reports that the Trump administration may allow Apple to source memory chips from Chinese suppliers CXMT and YMTC. While memory stocks suffered sharp declines, acc…
Apple has reportedly received approval to source memory chips from Chinese suppliers CXMT and YMTC for devices sold in China, threatening Micron's market share while potentially reducing Apple's regi…
Tata Sons faces leadership and governance challenges following the rift between Tata Trusts and Chairman N. Chandrasekaran. The transition occurs amid heavy capital expenditures in ventures including…
Apple faces U.S. government pressure against sourcing memory chips from China's CXMT. The administration is urging Apple to expand domestic manufacturing, posing potential supply chain cost increases…
The Trump administration voiced strong opposition to Apple's plans to procure memory chips from Chinese manufacturers YMTC and CXMT. This stance pressures Apple to rely on US and allied suppliers, po…
The Trump administration is pressing Apple not to buy Chinese memory chips from CXMT and YMTC despite AI-driven component shortages. U.S. officials and domestic competitors like Micron are urging App…
Apple is testing DRAM chips from China's CXMT to diversify supply amid AI-driven memory shortages. Move could ease costs but faces regulatory and capacity constraints.
Apple opened a new Advanced Manufacturing Center in Houston to produce Mac mini computers later this year. This move aligns with US government efforts to reshore manufacturing, with Apple committing …