Apple weighs risky partnerships with Chinese brands YMTC and CXMT

Apple moves to secure new memory sources as NAND and DRAM price volatility threatens production stability and margins ...
Tom's Hardware on MSN

OpenClaw-fueled ordering frenzy creates Apple Mac shortage — delivery for high unified memory units now ranges from 6 days to 6 weeks

The Unified Memory architecture used by Apple Macs and MacBooks make it the ideal device for locally run agentic AI, driving ...
MacRumors

Apple's Regular Mac Base RAM Boosts Ended When Tim Cook Took Over

Apple used to regularly increase the base memory of its Macs up until 2011, the same year Tim Cook was appointed CEO, charts posted on Mastodon by David Schaub show. The graphs show that Apple tended ...

Apple earnings recap: Tim Cook talks 'staggering' iPhone demand, memory shortage, and China rebound

Apple's stock rose after hours on iPhone revenue that handily beat Wall Street's estimates. CEO Tim Cook talked China, AI, and the memory shortage.

Here’s how Apple’s stock can surge in the face of rising memory costs

Don’t let the global memory shortage distract you from the upcoming Apple Intelligence launch, according to Bernstein.
AppleInsider

Memory cost explosion won't hurt Apple too badly in Q2, may sting in Q3

Tim Cook says that the rising cost of RAM and Flash that the industry is facing has not yet affected Apple, but he expects it to be an increasing issue in this quarter, and worse yet in the third ...