How the tables appear to have turned for Apple, which used to command absolute obeisance from its supply chain, leading to obscene margins, but now finds itself displaced by the AI hyperscalers in the supply chain hierarchy, and so starts calling for aid from the Chinese. Cue in the idiom: how the mighty have fallen.
Back in 2023/2024, Apple typically paid around $17 for an 8GB LPDDR5X RAM , and another $22 for a 256
The M5 family is missing one member that’ll eventually power the updated Mac Studio’s innards, and that’s the M5 Ultra. With the launch expected later this year, Apple will finally bring its most powerful workstation-class silicon to the masses, and even though it won’t be cheap, we’re looking forward to its release. Unfortunately, as far as design changes go, the new Mac Studio will look similar to its predecessors, but Apple won’t keep this trend
Demand for AI chips has brought the 3nm supply to a near-standstill, with TSMC estimated to boost output by up to 175,000 monthly wafers , and it is still reportedly witnessing massive constraints. Unfortunately, not even a lucrative customer like Apple will receive preferential treatment from its foundry partner, and as AI firms eventually move to the 2nm process, it’ll become Déjà vu for the Cupertino firm all over again when it comes to securing supply, making the transition
As smartphone chipsets get more advanced generation after generation, they’ll also be prone to excessive heat, thanks to packing all that performance under the hood. Looking at the direction that these SoCs are headed, Samsung could define a new packaging standard with the Exynos 2600 , as the LPDDR5X RAM chip paired with the latter is half the size of the standard module and comes with no performance loss at all.
The older PoP (Package-on-Package), where the RAM chip is stacked
Apple being forced to raise the prices of its products due to the unavoidable RAM shortage has given resellers an opportunity to squeeze unfair profits from its customers. One person who had already paid for the M5 Max MacBook Pro is now being demanded to fork over the difference, despite the order successfully being placed before the Cupertino giant’s dreaded announcement came through.
In the U.K., a Redditor user with the handle “sw1000” claims that KRCS, which is regarded as a premium Apple
Jim Keller isn't bothered by Cerebras's recent IPO and says that he welcomes it, but Tenstorrent will still beat them on everything.
Tenstorrent recently introduced its latest BlackHole Galaxy server , a system with which it can disrupt the entire AI segment, with performance levels that crush the competition. We covered the announcement last month when the company demoed its Blackhole server undercutting a NVIDIA GB300 with up to five times better TCO.
During a talk with EETimes , Jim Keller offered a statement on Cerebras recent IPO
Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.
Ongoing memory shortages continue to result in higher prices across the tech industry . With no positive outlook presented by the big three DRAM makers, Samsung, SK Hynix, Micron, and China's CXMT not being the savior that the industry hoped for as the "Cheap Chinese Memory" narrative was nothing but a myth , analysts expect the prices to see a sharp increase in the coming quarters
Almost exactly three months ago, renowned AMD leaker Kepler_L2 claimed that Sony 's current BoM (bill of materials) for the upcoming PlayStation 6 console was around $760 , thus floating the possibility that the console could be priced at $699 with an initial subsidy from the Japanese corporation. Fellow leaker Moore's Law Is Dead reported a very similar BoM ( $743 ) just days later.
However, the component crisis is worsening almost weekly. We've seen that
NVIDIA's GeForce RTX 5090 graphics cards continue to cause trouble, as the latest case shows a 16-pin connector that's blown out.
Ever since the RTX 40 series, the 16-pin connector has been killing many graphics cards . Most cases are specific to the higher-end GPUs such as the RTX 4090 and the latest RTX 5090, which consume lots of power, mainly between 450-600W. But we
What a ridiculous price for a machine that doesn't justify its official price tag, but I guess, there will be users who will buy them at nearly triple the price.
Scalping is probably the second most hated thing in the market, while high DDR5 prices remain at the top. Just recently, we saw how scalpers immediately bought the AMD Ryzen 7 5800X3D 10th Anniversary edition and started selling it for nearly 2X the price on eBay . This is how it goes
