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MEMORY AND STORAGE CHIPS
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leakSensitive data, including component lists and photos of upcoming iPhone 18 Pro models, has been leaked onto the dark web by a ransomware gr...
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
Apple seeks US approval to buy chips from blacklisted Chinese companyReports suggest that Apple is actively reaching out to the Trump administration in an effort to source memory chips from ChangXin Memory Te...
US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
Apple raises prices of MacBooks, iPads as memory costs skyrocketApple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI in...
US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlookIndian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher....
Xbox to raise console prices worldwide from AugustGroups representing automakers, retailers, electronics firms and others had warned earlier this month that the increasing demand for memo...
Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...
iPhone 18 Pro and 18 Pro Max update: Check likely launch price in IndiaiPhone 18 pro max price and launch date in India: Prepare for a potential price hike on Apple's upcoming iPhone 18 Pro and Pro Max models, ...
Apple price hikes may flatten India iPhone growth; analysts cut forecast from double-digit to flatApple faces challenges in India as rising chip costs prompt price hikes. Analysts foresee flat or low single-digit iPhone shipment growth t...
Redington shares rally 10% after Apple CEO Tim Cook says price hikes 'unavoidable' amid AI boomRedington shares surged over 10% after Apple CEO Tim Cook signalled potential price hikes due to rising memory and storage costs driven by ...
Apple to raise prices due to memory chip shortage, CEO Tim Cook says: ReportApple CEO Tim Cook announced plans to increase product prices due to soaring memory and storage chip costs, driven by AI demand. He stated ...
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...