SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

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digitimes.com 2026-07-15

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.

Apple faces complications in iPhone purchases as memory-chip shortage reshapes consumer electronics - Crypto Briefing

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cryptobriefing.com 2026-07-15 Crypto Briefing

Nvidia Vs. Apple: Nvidia Will Edge Out Apple in Market Cap To End July, but Apple is Growing Faster - Yahoo Finance

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news.google.com 2026-07-15 Yahoo Finance

Nvidia Vs. Apple: Nvidia Will Edge Out Apple in Market Cap To End July, but Apple is Growing Faster - 24/7 Wall St.

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news.google.com 2026-07-15 24/7 Wall St.

Here are Tuesday's biggest analyst calls: Nvidia, SK Hynix, Apple, SpaceX, Broadcom, AMD, Netflix & more - CNBC

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news.google.com 2026-07-14 CNBC

Google Pixel 11 Beats Apple iPhone 18 to the New 2nm Chip Race - The Mac Observer

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news.google.com 2026-07-14 The Mac Observer

Pixel 11 series could beat Apple iPhone 18 to the first 2nm chip - Sportskeeda Tech

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news.google.com 2026-07-14 Sportskeeda Tech

Google's Pixel 11 may beat Apple's iPhone 18 to TSMC's 2nm chips - Android Authority

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news.google.com 2026-07-14 Android Authority

Apple Hits New All-Time High. Here’s Why It Will Top $5 Trillion and Nvidia - 24/7 Wall St.

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news.google.com 2026-07-13 24/7 Wall St.

SK Hynix, Sandisk, Apple, Meta, and More Stocks That Explain Today’s Market - Barron's

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news.google.com 2026-07-13 Barron's

TSMC’s record Q2 revenue surge highlights AI boom and Apple’s strategic chip partnership - MacDailyNews

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news.google.com 2026-07-13 MacDailyNews

Apple (NASDAQ: AAPL), Micron (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), And Alibaba (NYSE: BABA) Dominate Retail Trader Attention - foreignpolicyjournal.com

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news.google.com 2026-07-13 foreignpolicyjournal.com

Apple's rumored M7 Ultra targets 1.5TB of memory and Blackwell-class AI performance, report claims

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tomshardware.com 2026-07-13 Luke James

Apple's planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia's Blackwell accelerators.

Apple chip M-series AI performance memory capacity semiconductor technology chip design AI accelerator NVIDIA Blackwell

Zacks Investment Ideas feature highlights: Taiwan, Nvidia and Apple - The Globe and Mail

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news.google.com 2026-07-13 The Globe and Mail

Zacks Investment Ideas feature highlights: Taiwan, Nvidia and Apple - The Globe and Mail

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news.google.com 2026-07-13 The Globe and Mail

Fortune Tech: Apple-OpenAI lawsuit, SK Hynix stock paradox, Meta data center drama. - Fortune

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news.google.com 2026-07-13 Fortune

Fortune Tech: Apple-OpenAI lawsuit, SK Hynix stock paradox, Meta data center drama. - Fortune

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