Apple has ordered 100 million units of 8-gigabit and 16-gigabit NAND flash memory chips, mostly from Samsung, according to an April 13 research note from Daniel Amir of Lazard Capital Markets.
The chips will likely go toward the new iPhones Apple is preparing to launch in June, according to the report.
The majority of the order is expected to favor the 16-gigabit memory chips, CNET reports, signaling that a 32GB iPhone is in the works. Amir predicted the latter in a March 31 note, along with a low-end 3G version-or “junior” iPhone, as Kaufman Brothers analyst Shaw Wu has called it.
The two new iPhones are expected out in June, likely at the Apple Worldwide Developers Conference in San Francisco, which starts June 8.
Amir’s research note, primarily focused on the semiconductor market, additionally noted that Toshiba is expected to lower its wafer load in the second quarter to 60 percent, compared with the 70 percent of the first quarter.
In March, SanDisk units increased 15 percent, and Lazard expects a further increase of 10 to 20 percent in April.
Toshiba and SanDisk have joint ventures. In October 2008, Samsung-Apple’s main iPhone chip provider-withdrew a bid to purchase SanDisk, after Toshiba and SanDisk announced an agreement that turned over 30 percent of SanDisk’s share of its manufacturing capacity for its joint ventures with Toshiba to Toshiba.
Samsung said the move created a quarter-billion-dollar operating loss, and made SanDisk’s profile more risky.
AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to insights, and supporting a growing range of workloads. In this episode, Corey Knowles speaks with Vrashank Jain, lead product manager for Dell’s AI Data Platform, about how businesses can overcome these hurdles with solutions that simplify data management, enhance performance, and unlock the full potential of their AI investments.
In this episode of eSpeaks, Jennifer Margles, Director of Product Management at BMC Software, discusses the transition from traditional job scheduling to the era of the autonomous enterprise.
eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly uncertain world. They explore how automation, AI, and integrated platforms are helping finance teams tackle today’s biggest challenges, from cross-border compliance and FX volatility to […]
-
Actualités récentes - Ressources Centres de ressourcesRessources en vedetteLink to The Real AI Power Play: Who Controls Your Enterprise Data Layer? The Real AI Power Play: Who Controls Your Enterprise Data Layer?IT and data teams were promised that AI would make work easier. Instead, it's created new layers of complexity.Link to Building the Backbone of Agentic AI with Trusted, Context-Rich Data Building the Backbone of Agentic AI with Trusted, Context-Rich DataIn this 10-minute take video, Reltio Principal Solutions Consultant Guy Vorster explains how organizations can overcome fragmented data challenges to power AI agents.Link to IHG scales real-time, trusted data across global brands IHG scales real-time, trusted data across global brandsAccelerating time to value while powering data-driven engagementLink to Dell’s Vrashank Jain on The Data Problem That Could Break Your AIDell’s Vrashank Jain on The Data Problem That Could Break Your AI
AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to insights, and supporting a growing range of workloads. In this episode, Corey Knowles speaks with Vrashank Jain, lead product manager for Dell’s AI Data Platform, about how businesses can overcome these hurdles with solutions that simplify data management, enhance performance, and unlock the full potential of their AI investments.
Link to BMC’s Jennifer Margules on Intelligent Enterprise OrchestrationBMC’s Jennifer Margules on Intelligent Enterprise OrchestrationIn this episode of eSpeaks, Jennifer Margles, Director of Product Management at BMC Software, discusses the transition from traditional job scheduling to the era of the autonomous enterprise.
Link to Global-First Finance: Building Scalable, Compliant Operations in an Uncertain WorldGlobal-First Finance: Building Scalable, Compliant Operations in an Uncertain WorldeSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly uncertain world. They explore how automation, AI, and integrated platforms are helping finance teams tackle today’s biggest challenges, from cross-border compliance and FX volatility to […]
-
Intelligence artificielle -
Vidéo -
Mégadonnées et analyse -
Cloud -
Réseau - Cybersécurité Cybersécurité
- Applications Applications
- Gestion IT Gestion IT
- Stockage Stockage
- Mobile Mobile
- Petites entreprises Petites entreprises
- Développement Développement
- Base de données Base de données
- Serveurs Serveurs
- Android Android
- Apple Apple
- Innovation Innovation
- Matériel informatique Matériel informatique
- Avis Avis
- Moteurs de recherche Moteurs de recherche
- Virtualisation Virtualisation
-
- Blogs Blogs
- Événements Événements