Browsing Tag
Apple Inc.
55 posts
Broadcom company profile: From wireless chips to AI infrastructure and VMware
Broadcom Inc. has evolved from a diversified semiconductor supplier into an infrastructure technology group spanning custom artificial intelligence accelerators, data-center networking, wireless chips, VMware private-cloud software, cybersecurity and mainframe systems. AI semiconductor revenue is now expanding much faster than the rest of the company, but customer concentration, large deployment commitments and the economics of financing frontier AI infrastructure will shape the next phase.
Apple has changed who controls its deal machine. What does the M&A shake-up reveal about the John Ternus era?
Apple Inc. has appointed longtime insider Steve Smith to lead mergers and acquisitions while moving veteran dealmaker Adrian Perica fully into the services organisation. The restructuring shifts M&A back under Chief Financial Officer Kevan Parekh and gives Perica more direct responsibility for businesses including iCloud, Fitness+ and Apple News. Coming shortly after John Ternus succeeded Tim Cook as Chief Executive Officer, the moves provide an early look at how Apple is redistributing authority under its new leadership generation.
Cirrus Logic’s Synaptics bid forced onsemi to rewrite a $5.7bn chip deal
Cirrus Logic’s previously undisclosed attempt to acquire Synaptics escalated into a semiconductor bidding contest that forced onsemi to abandon its original all-stock structure and offer $123 per share in cash. The battle exposes a larger strategic contest over edge artificial intelligence, connected devices and semiconductor diversification.
Apple explores Nvidia technology for possible return to enterprise server market
Apple is reportedly evaluating Nvidia’s NVLink Fusion networking technology for an enterprise artificial-intelligence server built around future M8 Ultra processors, potentially bringing the iPhone maker back into server hardware more than a decade after discontinuing Xserve.
Apple is worth $4.7tn and revenue just jumped 16%. Why is it cutting 147 jobs?
Apple is eliminating 147 positions across Cupertino and Sunnyvale, including dozens of software, machine-learning and augmented-reality roles, as the technology giant reallocates resources around Siri AI, Vision products and smart glasses just days before John Ternus replaces Tim Cook as chief executive.
India targets Rs 39 lakh crore mobile production as new scheme pushes Apple-era supply chain deeper
India has notified its five-year Mobile Phone Manufacturing Scheme, combining incentives for large manufacturers with extra support for local sourcing, Indian brands and domestic design.
MP Materials company profile: How Pentagon and Apple deals transformed America’s rare earth miner
MP Materials Corp. is transforming the Mountain Pass rare earth mine into an integrated American supply chain spanning mineral extraction, refining, metal production, recycling and permanent magnets. Pentagon price protection, long-term demand from Apple Inc. and General Motors Company, and the planned 10X facility have reduced some commercial risks, but profitable downstream execution remains the decisive test.
Apple is fighting OpenAI in court because the next AI device may matter more than the chatbot
Apple’s lawsuit against OpenAI turns the AI device race into a legal fight over talent, suppliers and hardware know-how, even as Apple shares trade close to a 52-week high.
How Apple’s $30bn Broadcom chip deal strengthens the custom silicon race
Apple’s US$30bn Broadcom deal extends custom silicon supply through 2031 and strengthens Broadcom’s AI infrastructure valuation case.
US Supreme Court’s next term could reshape gun bans, voting rules and immigrant detention
The United States Supreme Court will return in October with disputes involving assault-style rifles, Arizona voter registration, prolonged immigrant detention, religious freedom, LGBTQ protections and major corporate litigation.