Chips
• Micron warns DRAM and NAND supply will "persist through and beyond" 2026 as AI demand climbs. • CEO Sanjay Mehrotra says "supply will remain substantially short of the demand for the foreseeable future." • Micron reported record revenue ($13.64B) and plans a 20% shipment increase next year
Chips
* Apple kernel debug files show Apple tested an unreleased MacBook running the A15 Bionic. * A separate A18 Pro-based MacBook entry (J700) looks like a defined product configuration with MediaTek "Sunrise" wireless. * The A15 listing appears to be a test platform (J267, mac14p, H14P); the A18 Pro MacBook is
Chips
* Key Takeaways: * Multiple Asian supply-chain reports say NVIDIA could reduce GeForce RTX 50-series production by roughly 30–40% in the first half of 2026. * The squeeze is attributed to tight availability of memory components — including GDDR6, GDDR7 and system DRAM — rather than a single part shortage. * Early supply adjustments may
Chips
• iPhone 17e appears to reference Apple’s first-generation C1 cellular modem in leaked macOS Kernel Debug Kit code. • The same leak shows iPhone 17e entries omitting Apple’s N1 wireless chip. • For the iPhone 18 Pro, Apple seems undecided between C1X and C2 modem variants. • The macOS KDK that revealed
Chips
* Memory giant Micron is shutting down its consumer-focused brand, Crucial, after nearly three decades. * The company is pivoting to prioritize the booming demand for memory and storage from the AI and data center industry. * This move is expected to contribute to already-surging memory prices, making future PC upgrades more expensive
Chips
* Intel's stock surged by 10% following a high-profile analyst's prediction of a renewed partnership with Apple. * The potential deal would see Intel supplying Apple's lowest-end M-series processors as early as the second quarter of 2027. * This move is seen as a major validation for
Chips
* For months, the AI trade was simple: buy Nvidia. Now, that certainty is fracturing as tech giants develop their own chips, creating new winners and losers. * Google is aggressively challenging Nvidia’s hardware dominance with its custom Tensor Processing Units (TPUs), signaling a major shift in the AI infrastructure landscape.
Chips
* Nvidia's seemingly unshakeable dominance in the AI chip market is facing its first serious challenge from a major tech rival. * Google has successfully developed custom AI chips, piercing the "aura of invulnerability" that has surrounded Nvidia. * Despite becoming the world's most valuable company, this
Chips
* In a surprising shift, Citi has named Advanced Micro Devices (AMD) as the new leading stock in the semiconductor space, overtaking previous favorite Nvidia. * The endorsement follows AMD's recent Analyst Day, where the company outlined a robust strategy for growth, fueling strong investor confidence. * While Nvidia remains a
Chips
* SoftBank Group Corp. explored a potential takeover of U.S. chipmaker Marvell Technology Inc. earlier this year. * If completed, the acquisition would have been the largest deal in the history of the semiconductor industry. * Discussions ultimately failed several months ago after the two parties could not agree on terms. * The
Chips
* Microsoft has secured U.S. approval to export advanced Nvidia AI chips, including the powerful GB300 GPUs, to the United Arab Emirates. * The news triggered a 2.17% surge in Nvidia's stock, signaling strong investor confidence in the landmark deal. * This approval is a cornerstone of Microsoft'
Chips
* Unprecedented Milestone: Nvidia has become the first company in history to achieve a staggering $5 trillion market capitalization, cementing its role at the heart of the AI revolution. * CEO's Skyrocketing Wealth: Propelled by the stock's meteoric rise, CEO Jensen Huang's net worth has ballooned