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    NAND giants target AI inference as South Korean SSD exports surge
    11h 6min ago
    Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
    11h 9min ago
    AI concerns deepen, but server supply chain demand remains strong
    11h 9min ago
    Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
    11h 9min ago
    CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
    11h 9min ago
    NEWS TAGGED APPLE
    Wednesday 4 November 2026
    Apple eyes sputtered HMO process for next-gen OLED
    Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production...
    Wednesday 4 November 2026
    UTI begins iPhone Duo UTG shipments to Samsung Display
    South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display...
    Wednesday 4 November 2026
    Apple China revenue hits record as memory costs test growth
    Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
    Wednesday 4 November 2026
    Apple expects MacBook Neo shipments to double in 2027, sources say
    Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
    Wednesday 4 November 2026
    iPhone Duo opens new growth path as AI, services, costs test Ternus
    Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
    Wednesday 4 November 2026
    Commentary: Apple's results mask uncertain demand as supply constraints ease
    Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
    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...
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    Research_DB
    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results