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Telecommunications & Media

iPhone 18 Pro Max parts cost could rise by up to $300, report says

Parts costs for Apple’s next flagship iPhone 18 Pro Max 1TB model could rise by up to nearly $300 from the current generation, according to an estimate. A Counterpoint Research report compared the iPhone 17 Pro Max 1TB bill of materials with projected iPhone 18 Pro Max 1TB component costs, citing higher NAND and DRAM prices, a 2-nanometer system-on-chip and advanced packaging. It also forecast storage-tier price increases to protect margins.

Industry

Samsung Electronics posts record quarterly operating profit above 89 trillion won, 400 trillion won annual target in focus

Samsung Electronics posted a record operating profit of 89.4 trillion won in the second quarter on sales of 171 trillion won, preliminary results showed. Operating profit jumped 1,810.26 percent from a year earlier. The company has set record highs for both sales and operating profit for three straight quarters since the fourth quarter of last year. Excluding provisions tied to special bonuses, second-quarter operating profit is estimated at about 106.5 trillion won. Shares fell nearly 6 percent on the day of the announcement.

Industry

Micron breaks ground on $9.3 billion HBM plant expansion in Hiroshima, Japan

Micron Technology is building a $9.3 billion next-generation memory semiconductor plant in Hiroshima, Japan, to expand production of high-bandwidth memory for AI. It plans to start mass production from summer 2028. Japan’s Ministry of Economy, Trade and Industry will support the project with up to 500 billion yen. The move comes as demand for HBM surges and competition intensifies among SK hynix, Samsung Electronics and Micron.