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Industry

Samyang NCChem first-half operating profit 12.1 billion won, up 38 percent

Samyang NCChem said on Aug. 13 its first-half sales rose 28.4 percent from a year earlier to 78.7 billion won. Operating profit increased 38 percent to 12.1 billion won, while net profit jumped 75.9 percent to 12.8 billion won. The company said profitability improved as operating profit grew faster than sales, helped by higher sales of high value-added products and expanded supply of chemical materials for cleaning processes.

Telecommunications & Media

iPhone 18 Pro costs seen surging, could be 38 percent higher than 17 Pro

Parts costs for Apple\'s iPhone 18 Pro 256GB model due this autumn are expected to rise about 38 percent from the prior generation, a forecast said. TrendForce sees higher costs driven by a surge in memory prices as producers shift capacity to high-bandwidth memory for AI accelerators. Memory cost is estimated to jump to $145 from $39 on the iPhone 17 Pro, and the share of memory in total parts cost is forecast to rise sharply.

Industry

HBM supply hits limits as memory race shifts from bandwidth to utilisation

Limits on expanding high-bandwidth memory are pushing the memory industry to focus on improving resource utilisation in AI servers rather than boosting bandwidth alone. With only about 50 to 60 percent of installed server memory used for computation, companies are pursuing technologies to pool and reallocate capacity, including CXL, PIM and high-bandwidth flash. Supply constraints and rising costs reinforce the shift toward a tiered memory approach combining different memory types.