SemiPulse — Semiconductor Intelligence

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

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digitimes.com 2026-05-20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

Nvidia and Apple hold stock market's power like never before: Chart of the Day - Yahoo Finance

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finance.yahoo.com 2026-05-19 Yahoo Finance

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Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

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digitimes.com 2026-05-19

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and

Trump trades millions in Nvidia, Apple, Microsoft while promoting companies - USA Today

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www.usatoday.com 2026-05-19 USA Today

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Apple iPhone 18 & iPhone 18 Pro Leaks: A20 Pro 2nm Chip, Bigger Battery, AI Features & Other Specs Revealed - The Bridge Chronicle

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www.thebridgechronicle.com 2026-05-18 The Bridge Chronicle

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Key facts: Apple tops $300; Q2 revenue $111.2B; TSMC limits output - TradingView

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www.tradingview.com 2026-05-18 TradingView

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Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals - digitimes

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www.digitimes.com 2026-05-18 digitimes

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report byThe Wall Street Journal. The strategy allows the company to reuse chips that would...The article requires paid subscription.Subscribe Now

Apple TSMC Chip recycling 3nm process Processors PC market Semiconductor supply chain Apple strategy

NVIDIA Surpasses Samsung, Apple in LPDDR Demand for AI Servers - 조선일보

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www.chosun.com 2026-05-18 조선일보

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Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives - digitimes

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www.digitimes.com 2026-05-18 digitimes

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Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

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digitimes.com 2026-05-18

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end Apple Watch models in the second half of 2026, which could boost end-market shipments by 20% to 30% from 2025 as incoming CEO John Ternus takes over on September 1.

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

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digitimes.com 2026-05-18

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The Wall Street Journal. The strategy allows the company to reuse chips that would otherwise be discarded, lowering costs while broadening its product lineup.

Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

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digitimes.com 2026-05-18

Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:

Once-dominant over chip suppliers, Apple sidelined by Nvidia, Google - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-18 Korea JoongAng Daily

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Apple iPhone 18 & iPhone 18 Pro Latest Leaks: A20 Pro 2nm Chip, Bigger Battery, AI Features, Camera Upgrades & More Revealed - The Sunday Guardian

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sundayguardianlive.com 2026-05-17 The Sunday Guardian

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NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply - Wccftech

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wccftech.com 2026-05-17 Wccftech

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