Apple’s iPhone 18 DRAM headache – Fudzilla.com
… It has already caused ripples elsewhere, with MacBook Air shipments reportedly pushed out until September as final iPhone production in China waits for the memory racket to calm down. …
… It has already caused ripples elsewhere, with MacBook Air shipments reportedly pushed out until September as final iPhone production in China waits for the memory racket to calm down. …
… Now the White House is reportedly trying to push Tesla away from TSMC and into Chipzilla’s waiting arms. …
… The Broadcom agreement will lead to the production of more than 15 billion chips in the US. …
… Its 2nm-based products are not expected to launch until well into the second half of 2026. That leaves Apple needing more 3nm capacity now to keep its product lines moving. …
… Kuo said Intel would test production for Apple processors through 2026 before starting production and delivery next year. Chipzilla is expected to manufacture chips for iPhones and Macs at fabs in Oregon, Arizona and Ohio, although TSMC will still handle most production. …
… Job’s Mob’s site is already pushing new orders into early to mid-June delivery. …
… The lawsuit seeks to represent consumers and businesses that bought products containing commodity DRAM during the latest price surge. It claims Samsung, SK hynix and Micron used their coordinated “pivot” to HBM as cover to keep commodity DRAM production artificially low. …
… Cook would not say which products would get pricier, but BofA Securities analyst Wamsi Mohan already expected iPhones to rise by $100. …
… Details remain thin on which technology Job’s Mob might use or which products Chipzilla might make. …