Apple

Industry & Markets

Commerce stalls export licences for SK hynix’s Chinese NAND plant

SK hynix cannot get US-made equipment into its Dalian NAND plant, which clouds the funding for a $45B New York build.

A New York diamond bet targets heat inside AI packages

A Carnegie Mellon spin-out lands a physical AI customer

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A Chinese memory maker tells Apple to pay full price
Memory & Storage

CXMT refuses Apple order to protect domestic DRAM supply

Industry & Markets

Intel foundry wins appear to include Apple, Nvidia and Broadcom

Processors

Apple keeps buying Qualcomm modems under a renewed pact

Processors

Apple weighs Nvidia interconnects for a 2029 M8 Ultra server

Processors

Apple Watch Series 12 turns to S11 chip for health sensing

Memory & Storage

Apple-China memory report knocks SanDisk and Micron shares

Processors

Apple’s M6 debuts on 2nm as M5 Ultra goes quad-die

Memory & Storage

Apple scrambles for DRAM as $1B of A20 chips idle at TSMC

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