Apple pivots to China for memory chips as AI-driven shortage sends prices soaring

The October deadline may not resolve deep-rooted EU-China trade imbalances, risking prolonged economic tensions and potential retaliatory measures. The post European Union, China set October deadline to resolve trade tensions appeared first on Crypto Briefing.

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Apple’s ongoing problems with RAM shortages and higher prices won’t be solved anytime soon, because rapidly accelerating demand for high-end AI memory is devouring the consumer electronics industry.  GoPro has already warned it might go out of business — and the scale of the crunch has prompted analysts to call it an “absolute existential crisis” for smaller tech firms. An endless night The whole issue might get worse. Noted Apple analyst Ming-Chi Kuo believes the supply/demand crisis will deepen through 2027. He expects up to 20% of the remaining memory manufacturing capacity currently going to consumer electronics could be diverted to feed data centers in the coming year. That’s a message of doom to smaller firms, and the Android market will be eaten up.  It’s lazy thinking to see Apple as a villain in this scenario. The company might have been charging more for add-on memory than market rates, but there were real technical reasons to do so. And while critics might be castigating Cup

Apple's supply chain strategy faces heightened scrutiny, potentially prioritizing national security over cost savings in semiconductor sourcing. The post Senator Cotton criticizes Apple for potential use of blacklisted China chips appeared first on Crypto Briefing.

Paul Meade, Apple’s vice president responsible for the Vision Pro headset and its AI-powered smart glasses programme, is departing the company to join OpenAI’s hardware division. The move represents a significant talent acquisition for OpenAI as it accelerates its push into consumer AI hardware. Meade led development of both the Vision Pro and Apple’s forthcoming […]

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