Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
Samsung plans new PC chip in push beyond smartphones
Wolfspeed challenges Navitas over GaN and SiC patent boundaries
Wolfspeed’s patent lawsuit against Navitas Semiconductor has opened a new front in the wide-bandgap power chip race, extending the legal fight across both gallium nitride and silicon carbide just as AI data centers, EVs and energy infrastructure raise the value of power-device IP.
Acer unit Highpoint posts record first-half revenue on Asia-Pacific growth
Sigurd posts record second quarter revenue as Hsinchu plant starts ramping up
Nanya Technology posts record profit as gross margin nears 80%
SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC
Insight: TSMC’s 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand
Samsung Electronics’ preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
Smartphone financing set to cover 42% of India sales in 2026
India’s smartphone buyers are increasingly turning to financing, a shift that could shape device sales patterns in other price-sensitive markets as well. Higher handset prices and easier installment options are making monthly payments more attractive than one-time purchases, especially beyond major cities, according to Counterpoint Research.