…Gross margins on Apple's mix of Services Apple's supply chain control Increasingly premium iPhone models Monetizing AI That increase in premium iPhone models includes the expected iPhone Fold…
…He specializes in semiconductor fabrication and market analysis. With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish…
…Instead, Culpan says the supply chain and most notably TSMC may be at least part of the explanation. As he points out, Intel's Panther Lake CPUs have CPU tiles built on…
…session and helped lift Asian semiconductor shares and US equity futures. For now, investors seem willing to forgive the “weaker margins” caused by pricey memory if Nvidia keeps showing that AI demand…
…s share to a new record high. "The impact of Intel's supply constraints—and AMD's long chain of incremental share gains—was far more obvious in the on-year comparison…
…AMD and Samsung are collaborating on next-generation AI memory and compute technologies, including HBM4 supply for AMD Instinct MI455X GPUs and advanced DRAM solutions for 6th Gen AMD EPYC CPUs. AMD…
…Nearly all of the world’s cobalt is processed by Chinese companies, for example. “It gives us a path towards supply chain resilience and low-cost materials,” Andy Oury, business planning manager…
…Nearly all of the world’s cobalt is processed by Chinese companies, for example. “It gives us a path towards supply-chain resilience and low-cost materials,” Andy Oury, business planning manager…
…As early as May, reports based on DigiTimes and supply-chain sources indicated that ASUS, GIGABYTE, MSI and ASRock were expected to significantly reduce their motherboard shipment targets for 2026. ASUS was…
…Anthropic's relationship with the federal government was already strained before Friday, as the Department of Defense had previously labeled the company a supply-chain risk, and Anthropic has sued the administration…
