GPU market stumbles as Discrete GPU penetration flattens
Jon Peddie blames Trump trade chaos for slowdown
Global PC graphics market took a knock in the first quarter of 2025, with GPU shipments sliding to 68.8 million units, down 12 per cent from the previous quarter, according to the latest data from Jon Peddie Research.
TSMC downplays tariff threat
TSMC downplays tariff threat, touts AI boom and record profits
TSMC says it is on course for record revenue and earnings this year, with AI demand roaring ahead and tariffs posing little direct threat.
HP clobbered as tariffs bite into profits
Diversified supply chain fails to dodge Trump’s trade war
The maker of very expensive printer ink HP saw its shares tumble by as much as 15 per cent in extended trading after its second-quarter numbers took a kicking from Donald Trump’s tariff train wreck.
Apple’s India gamble draws fire from Trump
Cupertino giant must keep jobs at home
The Fruity Cargo Cult Apple is facing new political headwinds after Donald Trump publicly urged chief executive Tim Cook to halt the company’s growing manufacturing expansion in India.
Apple prepares to gouge iPhone buyers
Cook does not want to blame tariffs
The Fruity Cargo Cult, Apple is plotting price hikes for its autumn iPhone 17 lineup while pretending tariffs have nothing to do with it.
Microsoft axes cheaper Surface configs
It’s not a price hike, just a price “clarification”
Software King of the World Microsoft has quietly booted the 256GB versions of last year’s 13.8-inch Surface Laptop 7 and 13-inch Surface Pro 11 off its store, leaving only pricier 512GB and 1TB options starting at $1,199.
Tariff tantrums rattle Arm
SoftBank’s silicon darling stumbles as Washington jitters mount
British chip designer Arm took a knock on 8 May, warning that trade uncertainty has fogged up its revenue crystal ball..
Amazon spooked by tariffs
Looking to AI to sort things out
Bookshifter Amazon warned the cocaine nose jobs of Wall Street that the US tariff policy is battering its bottom line. Shares dipped 2.3 per cent in after-hours trading after the company had a weaker-than-expected forecast for the second quarter.
Apple admits AI reboot running late
Tim Cook reckons the “personal Siri” only half-baked
The Fruity Cargo Cult Apple’s much-hyped “Apple Intelligence” revamp of Siri is struggling to remember its lines, with company boss Tim Cook telling the cocaine nose jobs of Wall Street that it is still nowhere near ready for showtime.
Samsung spooked by US tariff threats
Sales hit in mobiles, AI and memory chips
Samsung Electronics reckons looming US tariffs could sink demand for its smartphones and memory chips, with the South Korean giant sounding the alarm during its latest earnings call.