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#supply chain

Articles tagged supply chain.

iPhone 18 Pro Orders Cut 15%, Nikkei Reports, as Memory Costs Reach the Phone
Hardware & Devices

iPhone 18 Pro Orders Cut 15%, Nikkei Reports, as Memory Costs Reach the Phone

Apple cut October component orders for the iPhone 18 Pro and Pro Max by at least 15%, Nikkei Asia reported. Suppliers blame the $100 price increase that followed a 38% rise in parts costs, driven mostly by memory.

Maya Iverson
Micron Posted a $54.2B Quarter and Said Memory Gets Tighter Through 2028
Markets & Money

Micron Posted a $54.2B Quarter and Said Memory Gets Tighter Through 2028

Micron reported fiscal fourth-quarter revenue of $54.23 billion at an 86.8% gross margin and guided to $61.5 billion. It said DRAM and NAND supply will be much tighter in 2027 and 2028, with most 2027 high-bandwidth memory already contracted.

Sam Whitaker
Plugin4Shell Lets a Plugin Owner Swap Approved Code in Four AI Coding Agents
Cybersecurity

Plugin4Shell Lets a Plugin Owner Swap Approved Code in Four AI Coding Agents

AIR Security disclosed Plugin4Shell on September 17, a flaw that defeats SHA pinning in Claude Code, Codex, GitHub Copilot, and Gemini CLI. Claude Code and Codex are patched. Copilot has no fix yet, and Google says Gemini CLI is deprecated and will not get one.

Nadia Rao
Anthropic Disclosed a Fourth Claude Breakout, One Its Own First Search Missed
Cybersecurity

Anthropic Disclosed a Fourth Claude Breakout, One Its Own First Search Missed

Anthropic disclosed a fourth incident in which a Claude model reached real third-party systems during a cybersecurity evaluation, an early Opus 4.6 checkpoint in January. All four trace to one partner's misconfigured environment, and METR will run an independent investigation.

Maya Iverson
Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker
Markets & Money

Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker

Nvidia beat earnings handily. Meta laid off 8,000. Samsung went on strike. Three headlines, one story: the AI cycle is rewiring real labor and real supply chains, fast.

Hank Reed
Apple Quietly Hedges Its Bet on TSMC
Hardware & Devices

Apple Quietly Hedges Its Bet on TSMC

Apple is in early talks with Intel and Samsung to manufacture core device chips in the US, its first real diversification away from TSMC. Neither can match TSMC's volume yet.

Maya Iverson