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Samsung Electronics will begin producing HBM4 chips next month, supplying Nvidia and AMD after passing qualification tests, potentially boosting Nvidia's memory performance capabilities.
Nvidia, alongside Palantir and Dell, was selected by Sovereign AI to supply hardware for AI data centers across EMEA, boosting Nvidia's presence in sovereign AI infrastructure development.
Apple faces margin pressures from soaring memory prices but may offset them via scale, supply agreements, and growth in high-margin services, supporting modest gross margin expansion through fiscal 2…
Meta delays global Ray-Ban smart glasses rollout due to strong US demand and stock shortages, focusing on fulfilling US orders while reassessing worldwide distribution plans.
Foxconn’s Fushan Technology plans to expand Vietnam production, boosting capacity for phones, Xbox devices, and innovative wearables, benefiting Apple and Microsoft supply chains with increased manuf…
Apple is forecasted to achieve record iPhone shipments and revenue in 2025 driven by strong demand, especially in China, despite an expected global smartphone market decline and supply constraints in…
Nvidia will supply Ethernet switches to Meta and Oracle, enhancing AI data center performance through faster, more efficient network connectivity and AI training.