CAMM poised to replace SO-DIMM in high-end notebooks by 2026

Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration of DDR5 and ongoing optimization of product shipment mix, revenue for the second quarter of 2025 is expected to grow 33% year-over-year, falling within the previously forecasted range of 30-40%.

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Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next

Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple’s iPhones. Industry analysts in South Korea say the tech giant’s one-stop strategy, which covers both design and manufacturing, proved decisive in securing the deal as Apple seeks to expand US-based production.

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