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Apple (AAPL.O): iPhone Duo will feature the largest display ever in an iPhone.

2026-09-10

Apple (AAPL.O): iPhone Duo will feature the largest display ever in an iPhone.

Other News
2026-09-09

BofA Securities says Apple’s upcoming fall product event will likely focus on its first foldable iPhone, marked price moves for Pro models, and a shifted shipment cadence. Rumors put entry-level foldable pricing at about $2,099, which would make it A

BofA Securities says Apple’s upcoming fall product event will likely focus on its first foldable iPhone, marked price moves for Pro models, and a shifted shipment cadence. Rumors put entry-level foldable pricing at about $2,099, which would make it Apple’s most expensive iPhone. BofA expects iPhone 18 Pro and Pro Max prices to rise $150–$200 due to higher memory and storage costs. Reportedly lower-priced standard models (iPhone 18, 18 Air, 18e) are delayed to spring 2027, a change that would leave only higher-end new models for the holiday selling season. BofA says separated rollouts could lift mix and ASP but may prompt price-sensitive consumers to delay upgrades. Maintains upgrade rating and PT $380, implying roughly 37x FY2027 EPS.
2026-09-09

1. ASML is pushing forward with upgrades to its next-generation lithography machines, targeting the large-scale data center chip market. 2. Samsung is collaborating with ASML to develop next-generation EUV lithography masks. 3. Kioxia refutes claim

1. ASML is pushing forward with upgrades to its next-generation lithography machines, targeting the large-scale data center chip market. 2. Samsung is collaborating with ASML to develop next-generation EUV lithography masks. 3. Kioxia refutes claims of a deeper partnership with SK Hynix, promising to mitigate rising chip prices. 4. Apple and Kioxia sign a long-term NAND supply agreement, potentially without a price cap. 5. A quantitative trading giant: Memory chips have firmly secured their place on the "semiconductor throne," bullish on Micron and SanDisk. 6. Samsung opens an advanced chip packaging R&D center in Japan. 7. Reports indicate that Samsung's Taylor wafer fab in the US has already booked its capacity before trial production. 8. Samsung plans to use high-NA EUV for DRAM mass production by 2028. 9. Arm executive: Over 350 billion chips based on Arm technology have been shipped. 10. Zhongjing Electronics, which has seen two consecutive days of limit-up trading: The company's 9-11 tier high-end HDI products are in the introduction and expansion phase. 11. Electronics retailers in Huaqiangbei: Prices have increased for almost all mobile phone brands, with the highest increase reaching 1,000 to 1,500 yuan. 12. Institutions: Early purchases are driving up smartphone production in 2026 to better than expected, leading to an upward revision of the annual production forecast to 1.07 billion units.
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