ZDNet reports Samsung Display has set plans to sharply increase OLED supplies to Apple next year, prioritizing new OLED demand for foldable phones and iPad. Targeted supply: foldable-phone OLEDs rising from about 8 mln panels this year to 15 mln next year; iPad OLEDs from about 2 mln to 9 mln. Combined Apple supply would climb from roughly 10 mln panels this year to about 24 mln next year, more than doubling. Samsung Display’s targets remain subject to market conditions; the key risk cited is a

2026-09-08

ZDNet reports Samsung Display has set plans to sharply increase OLED supplies to Apple next year, prioritizing new OLED demand for foldable phones and iPad. Targeted supply: foldable-phone OLEDs rising from about 8 mln panels this year to 15 mln next year; iPad OLEDs from about 2 mln to 9 mln. Combined Apple supply would climb from roughly 10 mln panels this year to about 24 mln next year, more than doubling. Samsung Display’s targets remain subject to market conditions; the key risk cited is a surge in memory-chip prices that has prompted Apple to consider price increases and could change IT demand.

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2026-09-08

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2026-09-08

ASML (ASML.O): TSMC (TSM.N) plans to deploy ASML's High-NA lithography in mass production at advanced nodes starting in 2030.