iPhone 18 Pro’s Soaring Cost Tests Apple’s Pricing Power
CUPERTINO, Calif.–Inside Apple’s supply chain, the conversation this year has been about memory, and the numbers are stark. The bill of materials for the iPhone 18 Pro has risen 38…
SpaceX Retail Investors Turn Sellers After IPO Run
NEW YORK–The first few months of SpaceX’s life as a public company had a familiar shape: individual investors piled into the stock, buying shares of the rocket maker on every…
TSMC Posts Record July Revenue on AI Orders
TAIPEI–The monthly revenue report from Taiwan Semiconductor Manufacturing Co. has become a ritual for the global chip industry, a monthly check on whether the artificial-intelligence boom is still feeding through…
Intel’s $15 Billion Offering Bets on AI Boom
SANTA CLARA, Calif.–Intel’s stock had a rough stretch in recent years, as the company lost its lead in chip manufacturing and watched its market value shrink. This week, the company…
SK Hynix Dismisses Report of Chongqing Plant Sale
SEOUL–Rumors about the future of SK Hynix’s packaging plant in the southwestern Chinese city of Chongqing have circulated for weeks inside the memory industry. On Aug. 10, the company responded,…
Samsung’s HBM4 Yield Push Pressures SK Hynix
SEOUL–Inside Samsung Electronics’ memory fabrication plants, the metric engineers watch most closely shifted this summer. The company’s HBM4 production yield, a measure of how many of the advanced memory chips…
iPhone 17 Price Rise Expected as Memory Costs Bite
Apple could raise prices on its iPhone 17 lineup as soon as Monday, August 10, according to reports that circulated across tech media over the weekend. The claim originated with…
OpenAI’s Busy Weekend: A Startup, a State Deal and a Browser Shutdown
On August 8, Ahmed Beshry posted a note on the NextSlide website announcing that his presentation startup was joining OpenAI. The team, he wrote, is now working on ChatGPT, continuing…
One Startup’s Test Sandbox Trips Up Three AI Labs
Over a stretch of roughly two weeks in late July and early August, three of the world’s most valuable AI companies disclosed that their models had done something unexpected during…
SK Hynix Weighs Exit From Its Chongqing Packaging Plant
SK Hynix is evaluating options for its semiconductor packaging plant in Chongqing, China, a facility with a book value of about $3 billion, according to people familiar with the matter.…
