memory supply chain

Apple can probably keep its AI push profitable in the near term because its pricing power, services margin, supplier leverage, and hybrid on-device/cloud architecture give it more room than most rivals, but rising DRAM, NAND, and AI-infrastructure costs are now a real strategic constraint. The...

The semiconductor industry’s supply chain tension just tightened another notch: memory suppliers are actively policing orders to curb hoarding even as hyperscalers race to deploy custom inference silicon, and Microsoft’s newly announced Maia 200 accelerator — built on TSMC’s 3 nm process — is...

2025 closed like a slow-motion exhale across the tech industry: a year when familiar software, speculative gadgets, and long-lived services reached their finish line, sometimes on schedule and sometimes by executive fiat, and left users, IT shops, and policymakers grappling with security...