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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...

Wednesday 29 April 2026
BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Tuesday 28 April 2026
Apple and Asus defy PC market slump with growth in 2026
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
Tuesday 28 April 2026
Commentary: Tim Cook's sole omission during 15-year tenor
On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in...
Monday 27 April 2026
Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible...

Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026
Apple's new CEO faces geopolitical and regulatory crosscurrents that could reshape the company's strategy
Apple's incoming chief executive confronts a web of diplomatic, political, and regulatory challenges that will test the company's ability to manage relationships with world leaders...