That's not quite right. If Apple's intelligence fully explodes from OS 27, with macOS, iPadOS, iOS, watchOS, tvOS, and visionOS, it could activate billions of devices. We can only wait and see 😂😂

Samsung and SK Hynix led Korea's sharp market reversal after being hammered by AI-chip panic selling. With both heavyweights bouncing back, is this a genuine buy-the-dip signal — or just a sentiment-driven dead-cat bounce?

Samsung and SK Hynix led Korea's sharp market reversal after being hammered by AI-chip panic selling. With both heavyweights bouncing back, is this a genuine buy-the-dip signal — or just a sentiment-driven dead-cat bounce?

Memory Duo Bounces Back from Deep Losses — What's Next?

Look at it from another angle and you'll understand: Apple's biggest competitor today is no longer Samsung, but NVIDIA. It's not because NVIDIA makes phones, but because the silicon-based demand represented by NVIDIA is gradually siphoning away the memory supply that Apple relies on for survival. This is the real opponent that carbon-based manufacturers have to face in this era.$Apple(AAPL.US)$NVIDIA(NVDA.US)$GIGADEVICE(03986.HK)

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The SOX index extended its two-day selloff, with chip equipment names KLAC and Teradyne (TER) among the hardest hit; memory stocks logged their worst single-day drop in 12 years. SemiAnalysis pushes back on the 'compute oversupply' narrative — is the panic an overreaction or a genuine reset?

The SOX index extended its two-day selloff, with chip equipment names KLAC and Teradyne (TER) among the hardest hit; memory stocks logged their worst single-day drop in 12 years. SemiAnalysis pushes back on the 'compute oversupply' narrative — is the panic an overreaction or a genuine reset?

Semiconductor Equipment Stocks Oversold? Bulls and Bears Remain Divided

苹果开始找长鑫了。很多人以为，这是为了便宜。我不这么看。苹果第一次发现：自己，已经不再是内存厂最重要的客户了。这句话，比&#34;苹果涨价&#34;重要得多。上周，苹果干了两件看起来矛盾的事。一件是给 Mac、iPad 大面积涨价——库克说这是他四十年供应链生涯里&#34;百年一遇的洪水&#34;。另一件，几乎同时：苹果正在华盛顿四处游说，想要美国政府批准它，从中国的长鑫存储（CXMT）采购内存。市场看到第二条...