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Apple's inventory surges to $14.5B amid unprecedented memory chip cost inflation; company signals further price increases ahead

原文 · Smithwire · テック · 2時間前
154% inventory jump reflects supply chain stress in semiconductor procurement across consumer electronics.
関連

OpenAI hires former US Army Secretary Dan Driscoll to lead national security and AI initiatives

Driscoll will focus on expanding AI applications for defense and cyber security at the generative AI company.

原文 · Smithwire · テック · OpenAI · AI · 49分前

The Verge:OpenAI launches Grid Protectors Program, pledging to free up 1,000 megawatts from Georgia data center during emergencies or extreme weatherPilot aims to support regional…

Pilot aims to support regional power grid resilience during peak demand or natural disasters by tapping excess AI data center capacity.

原文 · Smithwire · テック · OpenAI · AI · 7時間前

Ann Cao / SCMP — Tech:China's EDA leader Empyrean Technology acquires domestic start-up stake to strengthen Huawei chip design capability amid self-sufficiency pushMove consolidate…

Move consolidates Beijing's vertical control over semiconductor toolchain as U.S. export restrictions tighten.

原文 · Smithwire · テック · 11時間前

OpenAI signs energy and investment deals in UAE as Altman pursues billions in state-backed funding

Deployment agreements span energy companies, investment firms, and government agencies; part of broader capital raise strategy.

原文 · Smithwire · テック · OpenAI · AI · 18時間前

OpenAI CEO Altman meets Samsung executives in South Korea to secure memory chip supply for AI data centers amid global shortage

Meeting with ~50 Samsung execs signals intensifying competition for advanced RAM capacity as AI infrastructure spending accelerates.

原文 · Smithwire · テック · OpenAI · AI · 2日前

Japan's chip exports surge 41% in 2026, driven by AI demand and elevated memory prices

Memory component shortages push pricing power; broader semiconductor sector benefiting from global AI infrastructure buildout.

原文 · Smithwire · テック · 4日前

Copper Retreats From Two-Week Highs

Copper futures fell to around $6.60 per pound on Thursday, ending a four-session winning streak as traders took profits following recent gai…

原文 · Hellenic Shipping News Worldwide · テック · AI · 4日前

Howard Liu / SCMP — Tech:Chinese semiconductor suppliers Biwin and Moore Threads see stock crashes despite Q3 revenue surges on AI demandBoth stocks plunged Thursday alongside broa…

Both stocks plunged Thursday alongside broader mainland tech rout, despite blockbuster AI-driven quarterly results.

原文 · Smithwire · テック · 4日前

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