DIGITIMES Communications news

Sep 9

Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory manufacturers. Facing a severe structural shortage driven by the AI infrastructure boom, the company has reportedly signed a long-term supply agreement (LTA) for NAND flash memory, prioritizing volume guarantees over cost suppression.

Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Sep 9

CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem

Sep 9

Apple may delay iPhone 18 base model to 1Q27

Sep 9

Taiwan Mobile moves into enterprise AI integration with Systex

Sep 9

MORE NEWS

MOBILE DEVICESApple added flat US$100 to every iPhone and rebuilt A20 Pro around memory

Sep 10, 14:46

Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose headline improvement is a wider memory interface, without saying how much memory sits behind it.

MOBILE DEVICESApple's iPhone Duo raises the stakes for foldable smartphone cameras

Sep 10, 12:13

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and camera innovation. Suppliers said the launch may revive competition in a niche still dominated by Android, while underscoring the technical limits, pricing pressure, and profit opportunities facing module makers worldwide.

TELECOM SERVICE, INFRASTRUCTUREChina's 6G race starts before the first 6G phone as satellite links move into the network core

Sep 10, 12:12

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections into future smartphones.

MOBILE DEVICESApple just put a US$700 premium on hinges — seven supply chain takeaways

Sep 10, 11:51

These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

MOBILE DEVICESApple's John Ternus puts iPhone at AI center stage

Sep 10, 11:38

Apple CEO John Ternus used his first major event as chief executive to signal where the company is headed after officially succeeding Tim Cook in September 2026. Speaking at the annual showcase, he framed the iPhone as the personal computing hub for the AI era and suggested Apple is not rushing to replace it.

MOBILE DEVICESApple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

Sep 10, 11:31

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller process nodes. Apple's newly unveiled A20 Pro suggests that formula is beginning to change.

MOBILE DEVICESApple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells

Sep 10, 07:06

Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure. Memory is expensive, the packaging that binds memory to logic has become the hard part of building a phone chip, and Apple has stopped absorbing the cost.

MOBILE DEVICESApple's first foldable lands at US$1,999, and constraint is the panel

Sep 10, 06:58

Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are.

TELECOM SERVICE, INFRASTRUCTUREVerizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout

Sep 9

Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores how telecom networks are becoming a shared foundation for consumer internet, enterprise connectivity, and the data-heavy systems driving the next wave of AI services.

MOBILE DEVICESXiaomi debuts 18 fold to challenge Huawei and Samsung in wide-screen foldable race

Sep 8

The flagship foldable market has reached a pivotal turning point as tech giants abandon tall, narrow cover screens in favor of wider aspect ratios and custom processing hardware. Xiaomi's newly launched Xiaomi 18 Fold brings direct competition to top-tier rivals such as the Huawei Pura X Max and Samsung Galaxy Z Fold 8, while setting the stage for Apple's anticipated entry into the category later this week. For prospective buyers evaluating these premium devices, the ultimate purchasing decision hinges on core trade-offs including display usability and internal hardware performance.

MOBILE DEVICESSamsung boosts Galaxy A series output as rivals cut lower-end phones

Sep 8

Samsung Electronics has moved to expand production of mid- to low-end smartphones from August to November 2026, according to South Korean media Maeil Business Newspaper. The plan comes as rising memory chip prices are forcing other handset makers to pull back on lower-margin models, and Samsung is looking to use the shift to gain more smartphone market share.

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