Apple's 'Surprise and Shine' Launch: From iPhone 18 Pro to the First Foldable iPhone and Next-Gen Apple Watch, Here's What to Expect

Apple Inc. (NASDAQ:AAPL) is set to unveil its latest iPhone lineup Wednesday, with the iPhone 18 Pro models and a long-rumored foldable iPhone expected to headline the company's September event.

Benzinga17minutes ago

ASML Holding Secures Commitments from Taiwan Semiconductor and Samsung, Providing Strong Support for Next-Generation EUV Lithography Machines

① On September 8, ASML Holding announced the advancement of next-generation High Numerical Aperture (High NA) EUV technology applications in collaboration with Taiwan Semiconductor, Samsung, and Intel; ② According to the plan, Taiwan Semiconductor will utilize this technology for mass production of advanced process nodes by 2030, while Samsung aims to apply it to DRAM mass production by 2028; ③ ASML Holding also plans to upgrade the mask size for its next-generation equipment, with a pilot line featuring larger masks expected to be demonstrated in 2031.

cls.cn43minutes ago

Apple Rarely Signs 3-5 Year NAND Long-Term Contracts, Possibly Without Price Caps; AI Demand Squeezes Capacity, Shifting Bargaining Power in Memory Market

Apple is negotiating a three- to five-year long-term contract for NAND flash memory with Kioxia, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." The transition stems from intense competition among AI data center clients for storage capacity, compelling Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this memory cycle may exceed traditional market expectations.

wallstreetcn16:18

Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor

① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.

cls.cn16:05

Elon Musk's Space Data Center Bet Faces a Reality Check — Experts Says It Could Be a 'Next-Decade Event'

Orbital data centers could be the next frontier in the AI race for massive infrastructure buildouts, but experts are divided on the timeline, with one saying it is a "next-decade event," even as

Benzinga15:56

Samsung, Nvidia, and BlackRock Back Mistral AI in Record €3B Funding Round

Seeking Alpha14:30