John Paczkowski in News on December 13, 2011 at 11:17 am PT
A potentially large acquisition, but one that makes sense.
Arik Hesseldahl in News on August 24, 2011 at 6:30 am PT
The list of potential suitors is quite long, argues Sterne Agee analyst Shaw Wu, starting with Samsung, and including — maybe — even Dell.
John Paczkowski in Mobile on February 14, 2011 at 7:32 am PT
With demand for its iOS devices growing, Apple is once again moving to secure vast storehouses of parts with which to build them. Cupertino is said to be finalizing a massive component contract with Samsung, one that would make it the company’s single largest customer.
John Paczkowski in Mobile on January 24, 2011 at 4:55 am PT
Asked last October about Apple’s plans for the nearly $60 billion in cash it had on hand, CEO Steve Jobs suggested the company intended to allocate some to future big-ticket purchases. But was he talking companies or components?
Yun-Hee Kim, Reporter, The Wall Street Journal in News on July 14, 2010 at 11:00 am PT
The popularity of Apple’s new iPad and iPhone has driven up sales for the Cupertino, Calif.-based company, but it’s not only Apple that’s celebrating.
Asian component makers — those that make chips and touch-screens used in Apple’s devices and other similiar gadgets — say they are having a tough time meeting orders thanks in part to stronger-than-expected demand for smartphones and tablet PCs.
John Paczkowski in Mobile on February 18, 2010 at 5:45 am PT
The NAND flash memory supply may be heading for a drought, thanks to Apple. According to a new report from iSuppli, Cupertino is planning to again increase the iPhone’s memory, which will motivate its rivals to boost memory in their smartphones.
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on October 16, 2009 at 2:42 pm PT
Comments by Advanced Micro Devices yesterday apparently have triggered worries on the Street that the PC manufacturers, in their zealous optimism about the prospects for Microsoft Windows 7, may have built too many PCs.
As I noted last night, AMD said on its post-earnings conference call with the Street that it expects a less-than-seasonal sequential increase in Q4 revenues, due in part to the “the big build we’ve seen of PCs in anticipation of the Win 7 launch.”
John Paczkowski in News on September 4, 2009 at 5:57 am PT
It was fun while it lasted, but Samsung has abandoned its bid to buy SanDisk. In a regulatory filing made nearly a year after its $5.85 billion offer for SanDisk was rejected as too low, Samsung officially called off the effort, which, had it been successful, would have combined two of the largest flash memory producers into a single NAND monstrosity.
John Paczkowski in News on July 22, 2009 at 7:55 am PT
Apple’s voracious appetite for NAND flash RAM has proven a boon to Toshiba. Discussing Apple’s latest earnings on a conference call with analysts Tuesday, company COO Tim Cook revealed that Apple and Toshiba have inked a flash memory deal worth half a billion dollars.
