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BBCNEWS Asia July 6, 2024



it s part of apple s commitment to invest $430 billion into the american economy and. it also comes at a time when washington is trying to reduce its reliance on foreign trade, foreign on foreign made chips. my colleague samira hussain explains. the 56 chips apple is buying from broadcom will be designed and built in the us. it is the latest business deal between the two companies. in 2020, broadcom said it would sell $15 billion of wireless components to apple. the deal fits the brief apple set out for it self to invest more in the us economy. it also goes hand in hand with a push to get more us companies to use domestically made microchips. the supply chain disruptions during the pandemic triggered a semiconductor shortage which showed just how reliant us companies had become on chips made overseas, specifically in china and taiwan. which many us officials see as a national security concern. since then, the us has been privatising domestic production of semiconductors ....

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SK Hynix expects full chip recovery after Q1 earnings surprise on AI boom

SEOUL (Reuters) -South Korea's SK Hynix Inc said it expected a full recovery in memory chips on AI demand, posting its highest profit in nearly two years on sales of advanced DRAM chips with high bandwidth memory (HBM) for use in generative AI chipsets. "The memory market is entering into full recovery cycle with ongoing strength of AI demand," SK Hynix said. ....

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Micron's DRAM Supply Temporarily Hit by Taiwan Earthquake, But Long-Term Outlook Remains Strong

Micron Technology Inc (NASDAQ:MU) announced that the April 3 earthquake in Taiwan will likely reduce its dynamic random access memory (DRAM) supply for the calendar quarter by up to a mid-single-digit percentage. With operations in four Taiwanese locations, Micron plays a significant role in the global chip supply chain, sparking concerns about potential disruptions due to the earthquake. However, the company clarified that while it hasn’t reached full DRAM production capacity post-earthquake, t ....

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