May 12
Explore Micron Technology (MU) and its role in AI, data centers, and memory innovation. Discover growth drivers, markets, and long-term inve
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Explore Micron Technology (MU) and its role in AI, data centers, and memory innovation. Discover growth drivers, markets, and long-term inve
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SanDisk Corporation outlook covering core growth engines, emerging risks, long-term investor value in the AI storage era.
Explore Micron Technology (MU) and its role in AI, data centers, and memory innovation. Discover growth drivers, markets, and long-term inve
Apple likely to keep starting price for iPhone 18 flat - Ming-Chi Kuo
iPhone 17 Apple’s current strategy for the second-half 2026 iPhone 18 lineup prioritizes avoiding significant price increases wherever possible. The company aims to at least hold the starting price steady with the previous generation, which supports stronger marketing appeal and helps maintain consumer demand amid rising component costs (such as memory). This approach aligns with recent analyst…
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Apple supplier Kioxia files for IPO
Bain Capital-backed Kioxia, an Apple NAND flash supplier, filed for an IPO on Friday and sources familiar with the matter said the Japanese chipmaker was targeting December for the offering. Kioxia customers Apple orders are responsible for Kioxia’s sales in the year ended March. Reuters: ‎ The IPO registration marks a fresh attempt to go public. Bain scrapped plans for an IPO in October after…
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The average NAND Flash content of client SSDs has already passed 500GB this year. Quotes for 512GB SSDs have fallen sharply
Apple freezes plan to use China's YMTC chips amid mounting political pressure
Apple freezes plan to use China’s YMTC chips amid mounting political pressure
Amid mounting political pressure, Apple has put on hold plans to use memory chips from China’s Yangtze Memory Technologies Co. (YMTC) in its products, Nikkei Asia reports citing “multiple sources.” iPhone 14 Pro and iPhone 14 Pro Max represent the biggest leap ever for iPhone, featuring the Dynamic Island, the first-ever 48MP camera on iPhone, the Always-On display, and groundbreaking safety…
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Apple looks to diversity memory chip supply chain
Apple looks to diversity memory chip supply chain
Apple is looking to diversify its supply chain from memory chips. That comes after a production disruption at key Japanese partner Kioxia exposed the risks to its global supply. Bloomberg News: It’s considering expanding a roster of suppliers that already includes Micron Technology Inc. and Samsung Electronics Co. after Kioxia Holdings Corp. lost a batch of output to contamination in February,…
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