Arik Hesseldahl in News on January 5 at 3:00 pm PT
The economy, the euro and Thailand have combined into a perfect storm that has caused memory chip inventories to pile up to extreme levels.
John Paczkowski in News on February 17, 2011 at 8:35 am PT
Apple is to the touch-panel business what Starbucks is to the coffee business–a market maker and mover. Particularly a mover. To wit: Claims today that Apple’s voracious appetite for the component is expected to cause an industrywide shortage this year. According to Taiwanese trade mag DigiTimes, Apple has locked up nearly 60 percent of the world’s touch-panel capacity.
Susan Pulliam, Reporter, The Wall Street Journal in News on November 24, 2010 at 8:30 am PT
Has the “channel check” become a criminal act?
Wall Street analysts have been left bewildered in recent days, as federal prosecutors begin to home in on insider-trading cases that appear to involve routinely published information about public-company supply chains.
Case in point: Apple.
Peter Kafka in Media on October 18, 2010 at 3:58 pm PT
Steve Jobs told analysts that he’s hanging on to his giant cash hoard for a rainy day–and a couple specific things he’d like to buy. Perhaps he’s discussed this with Mark Zuckerberg…
Daisuke Wakabayashi and Jung-Ah Lee, Reporters, The Wall Street Journal in News on July 15, 2010 at 12:00 am PT
Manufacturers across Asia are scrambling to ramp up production of key components for electronics, as shortages have frustrated consumers and disrupted business for companies from Apple Inc. to Nissan Motor Co.
Unexpectedly strong consumer appetite for gadgets like Apple’s iPad and new smartphones from HTC Corp. has stretched the capabilities of some companies that make the memory chips, touch displays and other parts found in those devices.
John Paczkowski in News on June 28, 2010 at 5:30 am PT
The launch of the iPhone 4 was Apple’s biggest iPhone launch to date and the company’s most successful product launch ever. Apple sold more than 1.7 million iPhone 4s in the device’s first three days at market.
John Paczkowski in News on June 28, 2010 at 5:00 am PT
Apple is selling the iPhone 4 as fast as it can make it–actually faster. With demand for the device off the charts after first-weekend sales, the company’s online storefront is now showing a ship time of three weeks for new orders. And Deutsche Bank analyst Chris Whitmore says that his survey of brick-and-mortar stores shows frequent stock-outs. “Demand is outstripping supply in multiple regions despite frequent replenishment,” he wrote in a research note issued this morning.
John Paczkowski in News on June 18, 2010 at 8:52 am PT
Apple’s announcement that it presold a record 600,000 iPhone 4s on Tuesday despite a fiasco of an ordering process has analysts predicting this year’s iPhone launch will be the best ever. Earlier this week, UBS analyst Maynard Um and Piper Jaffray analyst Gene Munster issued bullish first-weekend sales forecasts. And now Susquehanna Financial’s Jeff Fidacaro has followed suit with what I think is the most bullish prediction to date.
Peter Kafka in Media on April 14, 2010 at 5:37 am PT
Apple says it has a good problem: iPad “demand is far higher than predicted” in the U.S., where the tablet is a “runaway success.” So the iPad’s international launch is getting pushed back until the end of May.
