CXMT

Apple launches iPhone 18 Pro series and iPhone Duo foldable

169 clusters · 1120 sources · last updated about 5 hours ago

Latest: Apple launches iPhone Duo, its first foldable smartphone

As of September 2026, Apple has launched the iPhone 18 Pro and Pro Max, powered by the 2nm A20 Pro chip. The flagship models feature a 6.3-inch and 6.9-inch OLED display respectively, with pricing starting at $1,199 and

Apple iPhone flagship lifecycle and rising component costs

7 clusters · 89 sources · last updated about 8 hours ago

Latest: Apple increases iPhone prices due to rising component costs

The iPhone 18 Pro series is expected to launch with record-high entry prices due to rising component costs for displays and memory. In Europe, the iPhone 18 Pro may launch at approximately 1,399 euros, while the Pro Max

Korea semiconductor boom drives record exports and brand

21 clusters · 76 sources · last updated about 15 hours ago

Latest: South Korea exports surge 82.6% in early September on chip demand

South Korea’s export-driven economy continues to expand, fueled by a sustained semiconductor boom and AI investment. In August 2026, exports reached $98.25 billion, a 68.7% year-on-year increase. By September 5, 2026, cu

Global semiconductor growth and AI-driven market shifts

13 clusters · 40 sources · last updated 2 days ago

Latest: HSBC identifies Asian semiconductor markets as key AI growth drivers

The semiconductor industry continues its rapid expansion, fueled by demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM). Global sales in July 2026 reached $146.8 billion, a 135.1% incre

Chinese smartphone makers expand high-capacity battery line

306 clusters · 604 sources · last updated 2 days ago

Latest: POCO launches F9 series with Snapdragon 8 Elite Gen 5

The high-capacity battery trend that began in May 2026 has accelerated through September. Following the initial wave of 8,000–12,000 mAh models from iQOO, Huawei, and Honor, several manufacturers have introduced new high

SanDisk AI rally continues amid tech milestones and buybacks

38 clusters · 81 sources · last updated 3 days ago

Latest: SanDisk shares surge following S&P 100 index inclusion announcement

Since its spinoff from Western Digital, SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Driven by demand for NAND technology in AI infrastructure, the company reported fi

Xiaomi semiconductor and mobile hardware development

12 clusters · 295 sources · last updated 3 days ago

Latest: Xiaomi unveils 18 Fold and Pad 9 Pro Max with Xring O3 chip

Xiaomi is expanding its presence in the semiconductor and mobile hardware markets through proprietary development and high-end component integration. The company has unveiled its Xring chip series, including the Xring O3

AI semiconductor shortage and memory market boom

448 clusters · 1507 sources · last updated 5 days ago

Latest: TSMC market value projected to exceed $3 trillion by 2029

The AI-driven semiconductor shortage and memory market boom have intensified, with manufacturers reallocating capacity toward High Bandwidth Memory (HBM). This shift has created a supply crunch for consumer-grade DDR4 an

Global AI memory and NAND flash shortage intensifies

15 clusters · 74 sources · last updated 5 days ago

Latest: Micron targets 100,000 HBM wafers per month by 2026

The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and

YMTC global NAND flash market expansion

6 clusters · 39 sources · last updated 12 days ago

Latest: YMTC prepares for IPO to expand NAND capacity and challenge global leaders

Yangtze Memory Technologies Corp (YMTC) has solidified its position as a major global NAND flash manufacturer, securing the third-largest market share by shipment volume at 14% in the second quarter of 2026. This growth

Apple faces U.S. opposition over Chinese memory sourcing

9 clusters · 213 sources · last updated 19 days ago

Latest: YMTC and CXMT expand global memory market presence

Apple’s efforts to diversify its memory supply chain by adding China’s CXMT and YMTC as suppliers face intensifying political and corporate opposition. While Apple is exploring these options to mitigate a global memory c

AI-driven memory shortage intensifies through 2028

13 clusters · 97 sources · last updated 19 days ago

Latest: RAM prices surge 500% amid shortages as Asus unveils Xbox Ally X20

The AI-driven shortage of DRAM, HBM, and NAND is intensifying. Samsung Electronics has warned that the RAM shortage will worsen in 2027 and remain severe through at least 2028, as the shift toward high-bandwidth memory (

Global market volatility and AI-driven tech shifts

3 clusters · 18 sources · last updated 20 days ago

Latest: Taiwan stock market enters consolidation amid AI sector volatility

Global financial markets continue to experience volatility driven by shifting economic data, interest rate uncertainty, and technological trends. In China, technology and growth stocks in Shenzhen have seen significant

Nio EV growth and delivery milestones

15 clusters · 31 sources · last updated 26 days ago

Latest: Nio launches fifth-generation battery swapping stations

Nio’s order book continued to expand, reaching roughly 294,000 vehicles by mid‑July 2026, with weekly totals of 86,183 in May and 78,636 in June. The surge helped Goldman Sachs upgrade the stock to Buy with a $7 target,