The Memory Squeeze Hits Demand: iPhone 18 Pro Orders Cut, PCs Down 20%
Apple reportedly cut iPhone 18 Pro part orders at least 15%, and PC shipments fell over 20%. Memory costs are now shrinking sales, not just raising prices.
Apple reportedly cut iPhone 18 Pro part orders at least 15%, and PC shipments fell over 20%. Memory costs are now shrinking sales, not just raising prices.
Intel's CEO says it can meet half of CPU demand and the memory shortage worsens next year. SK hynix sees it lasting to 2030. Budget your 2027 refresh now.
The iPhone 18 Pro reached stores in more than 65 countries on September 18. Wall Street, China's retailers, and India's stores read the demand differently.
Uber's 3,300-job cut comes with a memo that counts layers and micro-teams and never says AI. What it measured, what it skipped, and why 1% remote follows.
Software passed powertrain as the leading cause of vehicle recalls. Remote fixes are no longer a Tesla exclusive, but coverage still varies by module.
The Korean memory maker priced the largest ADR offering in Wall Street history and popped 13% on debut. The valuation behind it was built by the same shortage that has DRAM contract prices doubling and data centers consuming 70% of the world's memory.
Cloudflare's new Monetization Gateway lets sites charge AI agents per request for pages, APIs, and MCP tools — settled in stablecoins over x402.
iOS 26.5 ships encrypted RCS, but actually seeing the lock icon in a conversation requires three things to line up — and only one of them is on the iPhone side. Most Android contacts won't get there without being asked.
Google unveiled a screenless $99 Fitbit Air on May 7, with shipments starting May 26. The form factor mirrors WHOOP. The pricing does not: the Fitbit Air sells the hardware once for $99 with the subscription optional, while WHOOP sells only annual memberships starting at $199 that bundle the hardware in.
Apple released iOS 26.5 and iPadOS 26.5 on May 11, 2026. The headline change is a beta of end-to-end encrypted RCS messaging — and AT&T, T-Mobile, and Verizon are all signed on day one. The download is also unusually large: roughly 11 GB on an iPhone 16 Pro.