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Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
Tuesday 3 November 2026
Apple says 2nm transition is easing its advanced-node chip constraints
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Tuesday 3 November 2026
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

Tuesday 3 November 2026
Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
Tuesday 3 November 2026
Apple's iPhone growth meets a tougher test on costs
Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating...
Monday 2 November 2026
Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become...
Thursday 29 October 2026
iPhone Duo sales beat expectations as first batch sells out
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
Wednesday 28 October 2026
Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the...
Tuesday 27 October 2026
Fine M-Tec rejects component blame as foldable market outlook remains positive
Fine M-Tec has rejected claims that components it supplied contributed to reported display damage in Apple's first foldable iPhone, saying the issue involves multiple components and...
Tuesday 27 October 2026
Weekly news roundup: iPhone Duo shipment target revised upward amid display issues
This week's coverage highlights shifting technology supply chains and rising demand across foldable smartphones, memory, energy storage, robotics, and AI infrastructure. Apple lifted...
Tuesday 27 October 2026
As iPhone Duo inner screens crack, Samsung capitalizes on foldable surge
Days after the launch of Apple's US$2,000 iPhone Duo, a wave of reports regarding broken inner screens has surfaced across Reddit, TechCrunch, and Forbes. Early buyers...
Friday 23 October 2026
Taiwan sits out global chip selloff, thanks to typhoon
Taiwan doesn't stop often. On Friday, October 23, Typhoon Champi made it stop.
Friday 23 October 2026
Apple's foldable iPhone Duo launches in China with delivery stretching into 2027
Apple Inc.'s first foldable iPhone, the iPhone Duo, went on sale in China on October 23, with limited initial supplies pushing some preorder delivery dates to late January 2027. The...
Friday 23 October 2026
Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption
Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early...