With iPhone 17 breaking sales records, Apple CEO Tim Cook offered a rare glimpse into the company’s holiday-quarter outlook at the latest earnings call, stating that Apple expects to achieve a new all-time revenue record in December, as reported by MacRumors. Against this backdrop, Hankyung now su...

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...

As TSMC ramps up its U.S. and Japan expansions, all eyes are on the so-called “N-2” rule, which, according to the Central News Agency, could prevent the foundry giant from producing its most advanced nodes overseas. South Korean media outlet ebn reports that Samsung is set to capitalize on this ...

The foldable smartphone market is heading toward a direct showdown, as Samsung’s rumored foldable device, industry-dubbed the “Wide Fold,” is reportedly being developed in a form factor similar to Apple’s forthcoming foldable iPhone. According to ETNews, sources say the two devices are being...