Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating...
Apple is preparing to charge for heavier use of certain Apple Intelligence features from 2027, introducing usage caps for cloud-based AI services that could become part of its existing...
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, rising memory prices are weakening sales momentum and prompting Chinese smartphone brands to adjust their...
CyberLink faces mounting pressure from rising memory prices and removal of some of its products from Apple's platform, with the multimedia software provider warning that restoring...
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
The US Federal Communications Commission (FCC) has approved Amazon Leo’s approximately US$11.57 billion acquisition of Globalstar, giving Amazon access to about 25 MHz of mobile...
South Korean OLED material specialist SFC will continue supplying blue host materials to Samsung Display (SDC) for the OLED material stack used in Apple's upcoming MacBook Pro, according...
Apple's late-October hardware updates put on-device artificial intelligence at the center of devices that otherwise change little, as rising memory costs push prices higher. The new...
China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the...
