Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple’s fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand.

Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products like DDR5 continue to rise, prompting industry expectations of a profit structure reversal.

The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world’s largest electronic component distributors. While the overall compound annual growth rate may hover around 4%, Cheng said three technological frontiers are expanding far more rapidly: high-performance computing (HPC), power systems, and advanced driver-assistance systems (ADAS).