Chinese RAM supplier denies Apple's bid for cheaper RAM
Apple has been testing memory made by China's CXMT as a lower-cost supplier as its regular suppliers hike up prices, but CXMT is demanding what Samsung gets paid for RAM. …
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John Ternus' first major challenge is dealing with quadrupled iPhone memory prices
… Image Credit: Apple Apple has been quickly shifting its supply chain from a China-centric one to a more spread-out operation. This has included a major build-out of the supply chain in India, which is also keen to secure more iPhone production. …
US senators urge Apple to abandon plans for Chinese-made chips
Apple wants to use China-sourced chips for products sold in China during the AI-driven memory shortage, but a letter from US senators hopes to persuade Apple otherwise. …
What the analysts said about Apple's record-breaking second quarter
… Needham: AI demand tightens supply and raises execution risk Needham highlighted rising risks in Apple's supply chain as AI-driven spending by Amazon, Google, and Meta tightens availability of key components. …
Where Apple products are assembled
… Products assembled there include AirPods 4 and AirPods Pro 3. Overall, most Apple products are produced in China and Vietnam, with an increasing number of devices being assembled in India as a supply chain diversification measure. …
Leasing your iPhone, the new China problem, & Apple's future on the AppleInsider Podcast
… While Apple won't be remotely locking iPhones when people miss payments, the lease terms are straightforward about where fees might appear. AI-driven RAM shortages have pushed Apple to look to Chinese suppliers for China-made products. …
Micron urges White House to reject Apple's blacklist memory plan
… Apple also reportedly said that Micron isn't reinvesting fast enough to meaningfully increase supply. That improved capacity will also have little effect to the supply chain, as the vast majority will be allocated to AI customers. …
Apple may have signed a deal with Intel to make Apple Silicon
… As the AI boom requires more silicon than ever, having two companies producing your chips is surely better than one. Even before Trump& 039;s push to bring manufacturing to the U.S., Apple was aware of its need to divest its supply chain. …
iPhone growth defies the smartphone market's worst second quarter in 13 years
… China remained a weak point for Apple. iPhone shipments in the country declined from a year earlier despite an early promotional campaign ahead of the 618 shopping festival . …
Sunday Reboot: Liquid Glass appreciation, Cook in China, and Cats
… This week, Apple& 039;s ambitions to expand its F1 coverage got knocked back, hackers attacked supply chain partner Foxconn, and AI has managed to break Apple& 039;s security in new ways. …