Semiconductor News & Analysis Feed
20 articles
2026-08-20
stocktwits.com
2026-08-20
2026-08-06
2026-08-05
www.fool.com
2026-08-05
Former Apple CEO Tim Cook's final earnings call highlighted a positive outlook for memory stocks, as he described current memory pricing as a 'hundred-year flood,' signaling continued price increases. The surge is driven by AI infrastructure expansion, particularly the demand for high bandwidth memo
2026-07-31
www.marketwatch.com
2026-07-31
2026-07-31
tomshardware.com
2026-07-31
Apple CEO Tim Cook described the current memory pricing situation as a 'hundred-year flood' during a quarterly earnings call on July 30. He revealed that Apple will pay even more for memory in the September quarter than in June, driven by recent price hikes. The company’s inventory surged to $11.09
2026-07-31
www.barrons.com
2026-07-31
2026-07-31
www.barrons.com
2026-07-31
2026-07-06
news.google.com
2026-07-06
2026-06-30
ca.finance.yahoo.com
2026-06-30
Apple CEO Tim Cook blamed memory chip suppliers, particularly Micron Technology, for the recent sharp price hikes across Apple's product lines. Cook cited a shortage of memory components and steep price increases from suppliers as key factors. However, Micron countered by suggesting that aggressive
2026-06-30
finance.yahoo.com
2026-06-30
On June 25, 2026, Apple announced significant price hikes across its MacBook, iPad, and other product lines, with increases reaching up to $300. CEO Tim Cook blamed suppliers for the surge in component costs, citing a supply shortage amid high consumer demand. However, Micron responded by suggesting
2026-06-30
moneywise.com
2026-06-30
Apple Inc. announced significant price hikes across its MacBook, iPad, and other product lines in June 2026, with increases reaching up to $300. CEO Tim Cook blamed memory chip suppliers for the surge in costs, citing supply shortages and escalating prices. However, Micron Technology responded by su
2026-06-25
247wallst.com
2026-06-25
The artificial intelligence boom has triggered a severe supply chain crisis in the semiconductor industry, with memory chips becoming a critical bottleneck. High-bandwidth memory (HBM) and DRAM are in short supply, driving prices sharply upward. Apple's recent 20% price hike on select Mac and iPad m
2026-06-23
finance.yahoo.com
2026-06-23
Apple CEO Tim Cook’s recent remarks about product price increases have provided a positive signal for investors in Micron Technology. While Apple acknowledges ongoing memory supply shortages and plans to raise prices, this situation is favorable for Micron, as it underscores the persistent global de
2026-06-19
abcnews.com
2026-06-19
Apple CEO Tim Cook has announced that a price increase for the company's devices is 'unavoidable' due to a global shortage of computer memory and storage chips. The shortage is largely driven by the high demand from artificial intelligence companies, which Cook described as a 'hundred-year flood' in
2026-06-19
www.bbntimes.com
2026-06-19
Apple CEO Tim Cook has warned that the company may need to raise product prices due to an escalating chip shortage fueled by artificial intelligence technology. This warning highlights the severe challenges facing the global semiconductor industry, particularly the surge in demand for chips driven b
2026-06-19
abcnews.com
2026-06-19
Apple CEO Tim Cook has announced that a price hike for Apple's devices is 'unavoidable' amid a global shortage of computer memory and storage chips. The crisis is largely driven by the surging demand from artificial intelligence companies, which has created a supply situation likened to a 'hundred-y
2026-06-19
www.newswire.lk
2026-06-19
Apple CEO Tim Cook revealed that the company is considering raising prices for some of its products due to soaring costs of memory and storage chips, driven by surging demand from the artificial intelligence sector. In an interview with The Wall Street Journal, Cook highlighted that the rapid expans
2026-06-18
qz.com
2026-06-18
Apple CEO Tim Cook announced that the company will raise prices on its products due to surging costs of memory and storage chips, calling the price increases 'unavoidable.' The root cause lies in the intense competition for semiconductor components driven by the AI expansion, which has led to a four
2026-06-18
tomshardware.com
2026-06-18
Apple CEO Tim Cook warned in a Wall Street Journal interview that price increases for Apple products are unavoidable due to soaring memory costs. The company is struggling to absorb rising component prices, particularly for LPDDR and 3D NAND memory, which are essential for its smartphones, tablets,
2026-06-18
gagadget.com
2026-06-18
Apple is set to raise device prices due to a severe global shortage of memory chips, as confirmed by CEO Tim Cook. The increase is attributed to soaring component costs, with Apple having exhausted its ability to absorb further price hikes. The most immediate impact is expected on the iPhone 18 line