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Monday 4 May 2026
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
Monday 4 May 2026
Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
Friday 1 May 2026
Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Wednesday 29 April 2026
BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Wednesday 22 April 2026
Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge
Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...
Wednesday 22 April 2026
Apple's US$4 trillion leadership transition: will decision-making return to engineers?
Apple officially announced on April 21, 2026, that Senior Vice President of Hardware Engineering John Ternus will take over as CEO starting September 1 this year, while current CEO...
Tuesday 21 April 2026
MacBook Neo demand surge highlights chip shortage pressure
Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
Tuesday 21 April 2026
BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels
According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...
Thursday 16 April 2026
Tata steps up iPhone manufacturing investments with fresh capital infusion
India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...
Tuesday 14 April 2026
Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...
Monday 13 April 2026
Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within...

Thursday 9 April 2026
Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided
Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...
Thursday 9 April 2026
Apple hit by Mac shipping delays as DRAM shortage intensifies
Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
Thursday 9 April 2026
Samsung plans to add Pro model to Galaxy S27 lineup
Samsung Electronics plans to introduce a new "Pro" model in its 2027 Galaxy S27 series, expanding its flagship lineup. Industry analysts believe this move aims to broaden consumer...
Wednesday 8 April 2026
Apple leverages supply chain advantage to boost market share despite AI lag
As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...