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Tuesday 3 November 2026
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
Tuesday 3 November 2026
Apple says 2nm transition is easing its advanced-node chip constraints
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Tuesday 3 November 2026
Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra
Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive...
Tuesday 3 November 2026
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

Tuesday 3 November 2026
Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
Tuesday 3 November 2026
Apple's iPhone growth meets a tougher test on costs
Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating...
Monday 2 November 2026
Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered
Apple is preparing to charge for heavier use of certain Apple Intelligence features from 2027, introducing usage caps for cloud-based AI services that could become part of its existing...
Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Friday 30 October 2026
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, rising memory prices are weakening sales momentum and prompting Chinese smartphone brands to adjust their...
Thursday 29 October 2026
CyberLink blasts Apple over developer account suspension
CyberLink faces mounting pressure from rising memory prices and removal of some of its products from Apple's platform, with the multimedia software provider warning that restoring...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...