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2026-07-07
Memory prices rebound as supply tightens, with global buyers facing higher costs
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digitimes.com 2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
Broadcom and Apple extend custom chip deal through 2031
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digitimes.com 2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple - Yahoo Finance
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finance.yahoo.com 2026-07-07 Yahoo Finance
2026-07-07
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple - 24/7 Wall St.
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247wallst.com 2026-07-07 24/7 Wall St.
2026-07-07
Kim Bolton's Past Picks: Apple, Cisco Systems & Texas Instruments - BNN Bloomberg
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news.google.com 2026-07-07 BNN Bloomberg
2026-07-06
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale - Seeking Alpha
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news.google.com 2026-07-06 Seeking Alpha
2026-07-06
Apple eyes blacklisted Chinese supplier to ease chip shortage - MSN
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news.google.com 2026-07-06 MSN
2026-07-05
CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech
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news.google.com 2026-07-05 Wccftech
2026-07-05
CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech
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news.google.com 2026-07-05 Wccftech
2026-07-05
Moomoo AI (Check In #8): Effect of Nvidia and Apple on QQQ Trust - Moomoo
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news.google.com 2026-07-05 Moomoo
2026-07-05
Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates
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digitimes.com 2026-07-05
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.
2026-07-05
1 Unstoppable Stock to Buy Before It Joins Google, Apple, Microsoft, and Nvidia in the $3 Trillion Club - Yahoo Finance
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news.google.com 2026-07-05 Yahoo Finance
2026-07-04
1 Unstoppable Stock to Buy Before It Joins Google, Apple, Microsoft, and Nvidia in the $3 Trillion Club - The Motley Fool
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news.google.com 2026-07-04 The Motley Fool
2026-07-04
Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock
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digitimes.com 2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month? - The Globe and Mail
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www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month? - The Globe and Mail
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www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month? - The Motley Fool
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www.fool.com 2026-07-04 The Motley Fool
2026-07-03
Why Nvidia Must Be More Like Apple to Remain World’s Most Valuable Company - Barron's
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news.google.com 2026-07-03 Barron's
2026-07-03
Apple plans five iPhone launches to capture market share amid component shortages
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digitimes.com 2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
Trump bought Apple, Nvidia and other tech giants before tariff reversal fueled rebound - CNBC
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www.cnbc.com 2026-07-03 CNBC