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Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

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digitimes.com 2026-07-10

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

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digitimes.com 2026-07-10

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first

HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

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digitimes.com 2026-07-10

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.

GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices

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digitimes.com 2026-07-10

GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from a year earlier, after tight memory chip supply lifted both shipment volumes and prices.

A Look at Cadence Design Systems Inc (CDNS) After 3.2% Gain -- GF Value $379.16 vs Price $385.95 - GuruFocus

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www.gurufocus.com 2026-07-10 GuruFocus

SK Hynix to price US IPO at $149 per depository share: Report - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

SK Hynix Is Said to Price US Share Offering at $149 Apiece - Bloomberg.com

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www.bloomberg.com 2026-07-10 Bloomberg.com

How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership - Yahoo Finance

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news.google.com 2026-07-10 Yahoo Finance