Semiconductor News & Analysis Feed

Apple faces supply constraints due to DRAM shortages, with approximately $1 billion worth of iPhone 18 Pro chips already on shelves awaiting packaging. Analyst Tim Culpan reports that Apple is scrambling to secure memory supply ahead of the launch, working closely with suppliers to finalize the pack

Following TSMC's record earnings, ADATA Chairman Simon Chen stated that the global DRAM shortage will persist for another decade and dismissed current talk of an AI bubble, suggesting it may not occur until 2040 or 2050. He emphasized that AI applications are expanding beyond data centers into robot