Apple reportedly exploring partnerships with Chinese memory makers to diversify its DRAM supply Chinese memory production scale is increasing, giving Apple potential leverage in contracts Apple aims ...

Apple faces a structural margin headwind from surging DRAM and NAND prices driven by AI server demand, threatening its premium valuation. With 74% of revenue tied to hardware, Apple's exposure to ...

China's smartphone shipments fell 4% year over year in the first quarter of 2026, according to data from Counterpoint ...

While Apple hasn't done anything yet, the company is heading into 2026 with dramatically escalating memory and chip costs, as it aims to keep product pricing steadier than rivals. The issue matters ...

Apple and Samsung are best equipped to handle rising memory chip costs that could drive down global smartphone shipments by 2.1% in 2026, according to new data from Counterpoint Research. Image credit ...

Apple saw a strong start in China, with iPhone shipments rising about 20% year-on-year in the first quarter, according to ...