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Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Tuesday 30 June 2026
Notebook supply chains brace for weaker 2026 peak season

Notebook supply chains are preparing for a softer-than-usual 2026 peak season, with shipments expected to ease from the third quarter...

Tuesday 30 June 2026
Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising...

Tuesday 30 June 2026
Taiwanese smartphone shipments face deeper pressure as component costs rise
Rising inflation and higher prices for memory and processors are squeezing smartphone shipments in Taiwan, with the market's recovery likely to remain uneven for many readers worldwide...
Tuesday 30 June 2026
Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared

Apple's latest round of price increases for Macs, MacBooks, and iPads has unsettled investors and weighed on Asian technology markets,...

Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Monday 29 June 2026
Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series
Apple approved OLED modules from Samsung Display and LG Display for the iPhone 18 Pro and Pro Max, signaling progress toward the company’s 2026 iPhone rollout, according to The...
Sunday 28 June 2026
Apple's first foldable iPhone reportedly on track for September 2026 launch
Apple's long-rumored foldable iPhone remains on schedule for a September 2026 debut, despite earlier reports that hinge-related issues could delay the device's release.
Sunday 28 June 2026
Smartwatch sales return to growth as AI and health features lift demand
Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...
Saturday 27 June 2026
The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion...
Saturday 27 June 2026
Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...
Friday 26 June 2026
Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Acer channel arm Weblink International remains upbeat on the second half of 2026, even as the PC industry looks increasingly likely to see...