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2026-09-04

[News] Apple’s iPhone 18 Lineup Takes Shape: Prices Seen Rising 10–20%, Foldable May Start Above US$2,000

Apple’s upcoming iPhones could see notable price increases, with the foldable iPhone Ultra expected to carry the steepest premium. According to PhoneArena, current estimates put its U.S. starting price at around $2,000 to $2,500. Leaked Vodafone listings offer some clues. In Egypt, the iPhone Ultr...

2026-09-04

[News] Samsung Electro-Mechanics Secures KRW 1.07 Trillion Long-Term MLCC Supply Deal for AI Servers

Samsung Electro-Mechanics (SEMCO) announced in a regulatory filing on September 1 that it has signed a Long-Term Agreement (LTA) with an undisclosed global tech giant to supply Multi-Layer Ceramic Capacitors (MLCCs) for artificial intelligence servers. The contract, valued at KRW 1.0722 trillion,...

2026-09-04

[News] China’s 2nd-largest Foundry Hua Hong Unveils US$2B Wuxi Expansion, Adding 55K Wafers/M and 30% More Capacity

With capacity utilization already reaching 102.8% in 2Q, China’s second-largest foundry Hua Hong is moving to ease the bottleneck with a major expansion. According to EE Times China, the company and its consortium partners plan to invest more than RMB 10 billion (US$2 billion) in a new 12-inch spe...

2026-09-04

[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals

As Samsung races to ramp HBM4 and narrow the gap with SK hynix, Micron is also turning to HBM as a new growth engine beyond surging conventional DRAM prices. According to ETNews, the U.S. memory giant is stepping up its HBM expansion, with capacity expected to increase by as much as 60K wafers/month...

2026-09-03

[News] Korean Power Utility Reportedly Asks Samsung, SK hynix to Prepay ~5 Years of Power Bills Worth KRW 25T

Surging power demand from AI data centers is pushing South Korea to accelerate power grid expansion — and now even the country's memory giants are being pulled into the effort. According to Hankyung, Korea Electric Power Corp. (KEPCO) has reportedly proposed that Samsung Electronics and SK hynix p...

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