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AI & Enterprise

AI PCs boost PC industry revenue even as shipments fall

PC makers hit by memory chip shortages and higher costs are shifting toward selling fewer units at higher prices, and revenue performance has so far been solid. IDC said global PC shipments fell 4.9 percent in the second quarter from a year earlier, while prices are expected to rise as much as 20 percent this year and keep climbing through 2027. The Wall Street Journal reported HP, Dell and Lenovo posted revenue gains despite lower shipments.

Industry

Apple faces climate goal test after Tim Cook exit, with AI as wild card

Apple, after Tim Cook stepped down as CEO, faces a new test in keeping its climate goals as it enters the AI race. Its 2025 greenhouse gas emissions fell more than 60 percent from 2015 to about 15.3 million tonnes. Apple aims to cut emissions 75 percent by 2030 and offset the remainder with high-quality carbon removal. Progress slowed in 2025, and past carbon-neutral marketing drew criticism and legal action.

Industry

Apple tests CXMT memory amid shortages but U.S. rules block custom chip supply

Apple is testing DRAM from China’s ChangXin Memory Technologies (CXMT) to respond to a memory supply crunch, but U.S. regulations are effectively blocking production of customised chips, a report said. Limits on technology transfer mean Apple cannot provide CXMT with detailed specifications for special chips. Apple is also weighing higher memory prices and bargaining shifts. PC makers have begun limited CXMT adoption outside the United States, but volumes remain small.