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Telecommunications & Media

Apple Watch Series 12 may drop Touch ID, focus on health features and battery

Apple\'s Apple Watch Series 12, expected this fall, may focus on performance, battery life and health features, with a new chip seen as the most notable change. Reports also suggest Apple is pursuing both a larger battery capacity and better power efficiency. Health features may include a new hypertension alert submitted for FDA review, while non-invasive blood glucose measurement remains years away. Touch ID appears increasingly unlikely.

Telecommunications & Media

Apple Watch Ultra 4 full redesign nears

Apple Watch Ultra 4 is expected to introduce four key changes, led by major sensor upgrades and a bold design shift. A report cited by 9to5Mac, referencing Taiwan supply-chain outlet DigiTimes, said Apple plans to roll out more than 15 new product lines this fall. The Ultra 4 is forecast to double the number of built-in sensor parts, revamp industrial design, add a new hypertension-related function and significantly boost power efficiency.

Industry

China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits

China’s memory push is moving into high-bandwidth memory, with CXMT seeking mass production of HBM3 and reallocating 20% of capacity, or 60,000 wafers a month, to HBM. While China may struggle to catch up quickly, analysts warn the bigger risk is price disruption as legacy DRAM output shrinks and AI-focused memory expands. TrendForce expects narrowing price gaps between HBM3E and DDR5, potentially squeezing margins below HBM4.