Apple is preparing to enter the foldable smartphone market in 2H26, and new software developments are offering fresh clues about the company's plans. According to Bloomberg, iOS 27 and related software updates have revealed references to foldable hardware and features tailored for larger, flexible d...

Taiwan's Largan Precision, a key optical lens supplier in Apple's supply chain, is expanding into CPO. According to Liberty Times, Chairman Adam Lin said after the company's shareholders' meeting today that Largan plans to establish an automated pilot production line for its fiber array (FA) product...

Following Jensen Huang’s push for higher HBM supply from SK hynix, the memory maker has taken another step to ramp up production. According to ET News, SK hynix has placed a 44.2 billion won order with Hanmi Semiconductor for TC (thermal compression) bonders used in sixth-generation HBM (HBM4) pro...

Following Jensen Huang's high-profile meetings with SK hynix during his South Korea visit, Samsung Electronics Vice Chairman Jun Young-hyun met with the NVIDIA CEO on June 8 to discuss potential cooperation in HBM and foundry services. According to The Chosun Daily, Jun said the discussions focused ...

Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...