Search results for TechInsights
Industry
Apple considers CXMT memory as shortage drags on
Apple is reviewing memory products from Chinese maker CXMT as memory supply shortages persist. Japanese ITmedia reported Apple is evaluating CXMT components while seeking assurances from the U.S. Commerce Department that CXMT will not be added to the Entity List. Analysts say the move reflects a longer-than-expected shortage and rising costs. Research firm TechInsights sees memory and storage costs for a future iPhone potentially rising sharply. Micron executives cited past customer price pressure and a 2023 downturn that cut investment.
Telecommunications & Media
Apple raises Mac, iPad prices 15 to 25 percent; signals possible iPhone hike
Apple has raised prices for its Mac and iPad lines, the Wall Street Journal reported on Wednesday. The increases come a week after CEO Tim Cook said higher prices were unavoidable because memory and storage chip costs had surged. Mac prices rose about 15 to 20 percent and iPads 15 to 25 percent. iPhone prices were unchanged, but Apple signalled possible further increases.
Industry
Samsung Electronics\' turnkey strategy aims to reverse market share in HBM4
Samsung Electronics is moving to counter rivals in the next-generation high-bandwidth memory market by bringing base die production in-house. As HBM4 increasingly requires foundry processes on the base die, Samsung is highlighting its ability to combine design, foundry and packaging in a turnkey approach. The company has signed an MOU with AMD for primary HBM4 supply and is discussing broader cooperation with Nvidia, while challenges such as wafer warpage and low yields remain.
