The commerce secretary made the comments to The Wall Street Journal on 14 August, in a piece by Rolfe Winkler, Raffaele Huang and Amrith Ramkumar. “The Trump administration is not in favor of that,” Lutnick said. There have to be “other solutions to th…
Hauser sat down with CNBC’s The Tech Download podcast this month. Arjun Kharpal and Kai Nicol-Schwarz published the write-up on 14 August. His track record is the reason to listen. He co-founded Acorn Computers in 1978, helped create Arm, and now backs…
Start with the number, because it is the kind that settles an argument. In the first quarter of 2026, panel makers shipped 298 million displays into the refurbished phone market. They shipped 289 million to the companies that make new phones. The refur…
High-bandwidth memory is the part of an AI system that nobody photographs. It sits next to the processor and feeds it data, and if it is too slow the expensive chip waits. It is made by stacking ordinary DRAM, the same memory that goes into laptops and…
Renting an Nvidia H100 for an hour costs whatever your supplier says it costs. There is no published price. Two companies buying identical capacity can pay very different rates, and neither of them will know. That changes on 5 October. CME Group, the e…
Foxconn crossed a line this quarter that it will not cross back. Its cloud and networking division, the one that builds AI servers, made up 51% of revenue in the three months to June. That is the first time the segment has passed half. Smart consumer e…
Intel is raising $19.7 billion through a stock offering to strengthen its finances as it expands manufacturing capacity, develops next-generation process technologies, and is trying to attract major external foundry customers.
Congressman John Moolenaar wants the Commerce Department’s Bureau of Industry and Security to clarify whether Foundry Due Diligence Rule remains effective and continues to be enforced.
Jefferies cut Apple from hold to underperform on Monday. That is the bank’s equivalent of a sell rating. It also cut its price target from $285.56 to $263.66. Fortune’s Sebastian Herrera reported the call. The bank’s supply-chain checks produced three …
As hyperscalers increase their long-term purchase commitments, the high-tech industry faces a tectonic shift as CSPs overwhelm consumer electronics companies.