As soaring memory prices fuel a rally in Micron, which recently reported gross margins approaching 85%, the ripple effects are increasingly visible in the consumer electronics sector. Reuters notes that Apple has raised prices across its iPad and MacBook lineup, including pushing its entry-level “...

Microsoft is reportedly reducing its workforce in China. According to South China Morning Post, the company is reportedly cutting hundreds of positions within its Azure cloud business in the country as it responds to increasingly restrictive data regulations in both the U.S. and China. The report no...

Microsoft is continuing to deepen its custom chip push, with SK hynix expected to play an increasingly important role in the effort. According to The Korea Herald, sources say SK hynix CEO Kwak Noh-Jung is set to meet Microsoft co-founder Bill Gates and CEO Satya Nadella this week at the closed-door...

Please note that this article cites information from EBN News,  ZDNet, Micron, and News Tomato. Memory giants are reportedly moving toward multi-year supply agreements to enhance stability, with potential deal structures and prospective customers beginning to take shape. According to EBN News, i...

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...