Qualcomm’s latest earnings call struck a nuanced tone: operationally, the company is firing on all cylinders with record revenue and earnings, strong margins, and expanding footholds in automotive, ...

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report.

While the Windows maker did not attribute the activity to a specific threat actor, the use of VS Code tasks and Vercel ...

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even as underlying ...

Memory chip supply was a major topic during Apple's fiscal 2026 Q1 earnings call. Apple's memory constraints translate to great news for Micron. Micron is a dirt cheap AI stock that could keep its ...

This article first appeared on GuruFocus. Apple's (NASDAQ:AAPL) latest earnings call may not have moved AI memory names much, but it quietly sent an important signal for the rest of the memory market, ...

ABI and scripting to the Wasm Component Model (WASI Preview 2). He shares how to build secure plugin systems that run at near ...

Investing.com -- Apple is experiencing significant memory price increases and supply chain constraints, according to analyst Ming-Chi Kuo of TF International Securities. During Apple’s recent Q1 2026 ...

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Apple's (AAPL) recent first-quarter earnings call provided some insight on the memory sector, according to TF International Securities analyst Ming-Chi Kuo. "Apple highlighted two major uncertainties ...