News tagged Apple at DIGITIMES

NEWS TAGGED APPLE

Monday 11 May 2026

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu...

Monday 11 May 2026

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

Thursday 7 May 2026

Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate

Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...

Thursday 7 May 2026

Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

Wednesday 6 May 2026

iPhone 17 topples charts as memory costs threaten midrange Android momentum

Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...

Tuesday 5 May 2026

Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst

DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...

Tuesday 5 May 2026

Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...

Tuesday 5 May 2026

Memory price hikes push smartphone shipments down more sharply than notebooks

Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...

Tuesday 5 May 2026

Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...

Monday 4 May 2026

Apple's cash pivot: A new CEO and strategy for the AI arms race

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...

Monday 4 May 2026

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...

Monday 4 May 2026

Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...

Friday 1 May 2026

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

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