…gross margin of 65.3% during Q2 2026. Looking ahead, Phison is shifting its strategy as part of its "Phison 3.0" initiative, which will see it focus more on AI Storage…
…But infrastructure alone doesn’t get you to high-margin, production-ready enterprise AI services. Model sizes and reasoning workloads continue to grow, driving up tokens per request, while each new generation…
…Apple also shared the following expectations for the June quarter: “We expect gross margin to be between 47.5% and 48.5%. We expect operating expenses to be between $18.8 billion…
…of the AI era has emerged as a key competitive advantage. Accordingly, the company explained that this year’s investment scale will increase significantly compared to the previous year, focusing on the…
The global director for games believes AI has the potential to "right size" business models in an era of shrinking margins
It appears that distributors within the supply chain have found ways to capitalize on memory shortages to drive extra margins, and this is apparently done by 'forcing' consumers to buy motherboards with…
Amid a historic 3,200 person layoff across Xbox, starting with the 1600 initial layoffs today, our sources confirm the hardware team is seeing the fewest reductions, with a heavy focu on…
…Indeed, the notorious "30% accountability margin" target I'm told was actually an average. Some parts of the business were operating up to a 40% accountability margin to offset the misses in…
…HBF could create a standardized NAND equivalent to the stacked-memory ecosystem surrounding AI accelerators. It also creates a new high-margin destination for advanced NAND capacity, potentially affecting enterprise and consumer…
…Cook said both memory and storage prices were causing problems, but he put special focus on DRAM. High-bandwidth memory for AI servers is grabbing more supply, leaving consumer gadgets scrabbling around…