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On September 10, U.S. stocks closed with all three major indices falling, marking the fourth consecutive trading day of declines; Brent crude oil briefly touched around $108, U.S. Treasury yields rose, suppressing risk appetite; the Philadelphia Semiconductor Index fell about 2.66%. In terms of concept stocks, most sectors such as chips, optical modules, and storage retreated, with the seven giants showing divergence: Apple (AAPL) rose 3.56%, Alphabet slightly increased, Microsoft was nearly flat, while others fell. In the energy sector, XOM rose about 0.61%, with some energy stocks resisting declines driven by oil prices.WEEX Labs believes that the rise of AAPL indicates that funds are still willing to invest in the new product cycle despite macro headwinds; investors need to closely monitor the August CPI data released today, which is the macro highlight of the week and will directly impact next week's interest rate pricing and market reactions. Trade stocks and gold using WEEX TradFi, and you can also participate in daily egg hunts, with a 100% prize rate, winning up to 10,000 USDT in position airdrops.

Taiwanese precision parts manufacturer New Sun Technology is currently only screening gold sample hinges that meet Apple's standards to supply Apple's foldable smartphone iPhone Duo, with related production still unstable. The iPhone Duo announced by Apple on the 9th local time has unstable hinge production as the biggest factor affecting the delay in the production schedule.The original first supplier was Amphenol from the United States, but due to low yield rates, the second supplier New Sun Technology has become the first supplier for production. The yield rate of New Sun Technology's hinges remains low, with only qualified products sent to Foxconn. The supply of back panels is also tight, with the second supplier Lingyi Technology in China facing difficulties in mass production.Apple has provided partners with an estimate of components that can produce about 5 to 6 million complete units by the end of this year. Pre-orders will start on October 16, with the release date set for October 23. Prices start at $1999 for the 256GB model and go up to $3199 for the 2TB model.

According to the report "Explosive Growth of Stock Derivatives in 2026: The Landscape of Cryptocurrency Exchanges and Key Trends" released by RootData, the stock derivatives sector has transitioned from "marginal experimentation" to the "explosive growth" phase, with a cumulative trading volume of approximately $17.5 trillion from January to August.In terms of cumulative transaction volume, the concentration effect among the top exchanges remains significant. Among the four exchanges, Binance ranks first with $853.58 billion and a 61.3% market share; Bitget follows in second place with $270.85 billion and a 19.5% market share; OKX comes in third with $234.39 billion and a 16.8% market share; Bybit ranks fourth with $33.41 billion and a 2.4% market share.Regarding liquidity, in the ±2% weighted order book depth indicator, Binance and Bitget together account for over 70% of the stock derivatives order book liquidity. Among them, Binance has an average daily order book depth of approximately $10.1 million, followed closely by Bitget at $4.82 million, with OKX and Bybit at $3.87 million and $1.16 million, respectively.In terms of trading costs, in the recent comparison of weighted spreads for more than a dozen representative popular assets, Bitget ranks first with 0.0144%, followed closely by Binance at 0.0145%, with both essentially at the same level; OKX is at 0.0154%, and Bybit is at 0.0237%.

According to exclusive information from industry chain insiders, Lingyi iTech is the supplier for Apple's first foldable smartphone, the iPhone Duo. The company supplies Apple with core precision components related to the new generation of terminal products, including hinge precision structural parts, screen support plates, and ultra-thin heat distribution plates, with the unit value of supplied products being higher than that of traditional flat-screen devices.Recently, during an institutional research interview, Lingyi iTech stated that various foldable screen projects are progressing smoothly, and mass production ramp-up and customer delivery are being carried out as planned in the third and fourth quarters.

Apple's new CEO John Ternus stated at the company's Surprise and Shine event that the iPhone is currently the best AI device, and Apple places more importance on data privacy than its competitors. This statement comes as Ternus takes over as CEO from Tim Cook, who is now the Executive Chairman. Apple does not plan to create new hardware for AI but hopes to make the iPhone the central way for consumers to interact with this new technology.Ternus described the ideal AI device as a "smart personal hub," stating that it should widely understand the user's personal context, always be with them, have a powerful processor capable of running AI models on the device, connect to cloud models via the internet, and feature a large display, high-quality camera and microphone, long battery life, ease of use, and seamless collaboration with other devices, applications, and services. He stated that there is no product better suited to become a smart personal hub than the iPhone.Ternus also emphasized that Apple places greater importance on data privacy, stating that others view users' personal data as something to be collected and stored. He mentioned that when data is no longer controlled by the user, trust can only go so far, which is why Apple Intelligence runs as much as possible on the device.

Apple (AAPL.O) announced that it will support the SynthID (Synthetic Content Identification) standard for identifying images generated or edited by artificial intelligence.

After Apple Inc.'s market value soared to $570 billion, the new CEO Tim Cook will welcome the release of the foldable iPhone. Since the price increase announcement on June 25, the stock price has risen by 15%, but it is still 7% lower than the peak on July 28.Morgan Stanley estimates the starting price of the foldable iPhone to be between $2,300 and $2,500, with first-quarter shipments expected to be around 6.5 million units and sales of approximately $14 billion.

American technology journalist Mark Gurman revealed that Apple has finalized the name of its first foldable phone as iPhone Duo, with a starting price of $2,000 and a maximum storage capacity of 2TB, corresponding to a price of about $3,000.The iPhone Duo is expected to be officially released in October, supporting Apple Pencil, and will be available in deep blue and white color options.

According to a report by ZDNet Korea, Samsung Display plans to significantly increase its OLED supply for Apple's foldable smartphones and iPads next year. The target for foldable OLEDs will rise from about 8 million units this year to 15 million units next year, while OLEDs for iPads will increase from about 2 million units this year to 9 million units next year, totaling an increase from about 10 million units this year to approximately 24 million units.Apple is a core customer for Samsung Display's small-sized OLEDs. Market research firm UBI Research estimates that the total demand for OLEDs for iPhones this year is about 264.7 million units, with Samsung Display supplying about 144 million units, and a target of approximately 148 million units next year. Apple will launch its first foldable smartphone in the second half of this year, and Samsung Display plans to supply a 7.8-inch foldable OLED. Starting in 2024, iPads will adopt OLEDs in the Pro models, expanding to the mini this year and further to the Air next year.The report cites industry insiders who say that if the foldable screen is priced at around $2,500, shipments this year and next year may be approximately 6 million and 11 million units, respectively; higher prices or supply chain issues could further reduce shipments. Samsung Display's supply targets may be adjusted according to market conditions.

According to a report by Reuters, Apple Inc. is facing a class-action lawsuit in London, with claims amounting to £2 billion (approximately $2.7 billion). The lawsuit was filed today in the London Competition Appeal Tribunal by Ann Pope, a former senior official of the UK's Competition and Markets Authority, representing app developers.The core allegation is that Apple's "App Tracking Transparency" (ATT) feature, launched in 2021, imposes stricter restrictions on third-party developers than on its own services, giving Apple's own advertising ecosystem an unfair competitive advantage. Ann Pope stated that Apple's policies "have caused very significant harm to businesses that rely on Apple as a gatekeeper."Since its launch, the ATT feature has been a focal point of concern for global regulators for several years. Apple's official stance is that the feature is designed to allow users to control whether to permit apps to track their activities across other companies and websites.However, the plaintiffs argue that the actual enforcement of this rule has a double standard—tracking requests from third-party apps require strict pop-up authorization, while Apple's own personalized ads and services can bypass the same restrictions. This lawsuit represents the latest legal challenge Apple faces regarding its ATT policy and is the first large-scale private antitrust lawsuit initiated in the UK market against Apple's app ecosystem rules following scrutiny from regulators in the EU, the US, and several other countries.

OpenAI countered Apple's allegations of stealing trade secrets in a late-night legal document. OpenAI stated that the lawsuit is baseless and aims to hinder its recruitment of new employees, ultimately delaying its efforts to develop competitive technology.OpenAI claimed that many of the allegations stem from Apple's poor internal departure procedures, and the lawsuit is "the chaos caused by Apple itself." Previously, OpenAI CEO Sam Altman had shared a table with Apple's then-CEO Tim Cook at a White House tech leaders dinner.

Qualcomm announced a double-digit increase in chip prices starting September 1, applicable to chips shipped after that date. Qualcomm informed customers in July that it could no longer absorb rising supplier costs. Qualcomm CEO Cristiano Amon stated in an interview with Reuters that they are simply passing on the significant cost increases they are facing.Apple continues to procure modem chips from Qualcomm for the iPhone 17 models while transitioning to self-developed modems. Qualcomm expects revenue from Apple to decline faster than previously anticipated, dropping about 50% from the September quarter to the December quarter, as supply constraints will reduce Qualcomm's component share in the iPhone 18 series. Qualcomm also provides mobile chips for manufacturers like Samsung, with price increases covering its product line and negotiating separately with customers.

According to the "Science and Technology Innovation Board Daily," Apple will complete the CEO transition on September 1 local time. Current Senior Vice President of Hardware Engineering John Ternus will succeed Tim Cook, who will become the Executive Chairman of the Board and continue to be responsible for communication with global policymakers and other matters.Ternus's primary tasks after taking office include presiding over the Apple Fall New Product Launch Event on September 9, where this year's new products include the first foldable iPhone and a smart display that can recognize speakers and adjust content according to users. He will also oversee a broader product line including camera-equipped AirPods, smart glasses, home security systems, robotic arm displays, and wearable cameras.

OpenAI has purchased tens of thousands of Macs for reinforcement learning training, while Anthropic uses a rental approach for Macs. Both companies have incorporated Apple computers into their AI research and development processes.It is reported that NVIDIA has regarded Apple as the number one competitor in the local AI field, as Macs are gaining increasing attention among the AI developer community. Official data from Apple shows that in the third quarter of fiscal year 2026, Mac revenue grew by 29% year-on-year, making it the fastest-growing product category.

Apple's first 2-nanometer M6 chip officially debuts, equipped with a 12-core CPU, 12-core GPU, and dual 16-core neural network engines, with unified memory bandwidth reaching up to 170GB per second, initially featured in the new Mac mini. This chip is manufactured by TSMC using a 2-nanometer process and is the first to adopt gate-all-around (GAA) nanosheet transistors, making it the world's first consumer-grade 2-nanometer chip.The supply chain is focused on the subsequent high-end M series packaging architecture. Based on the Fusion Architecture of the previous generation M5 Pro, M5 Max, and the four-die design of M5 Ultra, Apple chips have transitioned from a single large die to a modular design. Future M6 Pro, Max, or Ultra are expected to enhance advanced packaging requirements such as SoIC-MH and WMCM, increasing interconnect density with SoIC-MH and integrating logic, LPDDR memory, and high-speed I/O with WMCM.TSMC is actively preparing for expansion, with Zhunan AP6 as the main mass production base for SoIC, Longtan AP3 upgrading to WMCM, and Chiayi AP7 taking on related capacity. Analysts estimate that WMCM's monthly production capacity will reach about 60,000 units by the end of 2026 and over 120,000 units in 2027. Equipment manufacturers such as Hongshuo, Junhua, Yinneng, and material manufacturers Changxing, Xinying Materials, and Yongguang are expected to benefit.

IDC expects that the first foldable iPhone launched by Apple in September will have a shipment volume exceeding 10 million units in its first year, despite a price that could reach $2,500.IDC also predicts that global shipments of foldable smartphones will grow by 12.6% this year and by 18% next year. By 2027, Apple will account for 40% of global foldable smartphone shipments.

Apple will hold a product launch event at its Cupertino headquarters on September 9 at 10 AM Pacific Time, introducing the first foldable iPhone, which is about the size of a standard passport, with a screen size close to a small iPad when unfolded.Apple also plans to release the iPhone 18 Pro and Pro Max, featuring faster chips, improved battery life, and upgraded cameras.

According to the latest data from Counterpoint Research, the Apple iPhone 17 is the best-selling smartphone globally in the second quarter of 2026, accounting for 6% of the total global smartphone shipments; the iPhone 17 Pro Max and iPhone 17 Pro rank second and third on the list. Apple and Samsung each occupy five positions in the global best-selling smartphone TOP10 list; the top ten models together account for 26% of the total global smartphone sales, an increase of 2% year-on-year. The base model iPhone 17 remains the best-selling smartphone this quarter, with significant upgrades narrowing the gap with the Pro models, supporting sales.Apple's stock price closed down 0.14% on Tuesday and fell 0.23% after hours, with a market capitalization currently reported at $4.52 trillion. For Samsung Electronics, two models from the Galaxy S series entered the top ten; the Galaxy S26 Ultra became Samsung's best-selling model this quarter, improving its ranking by 5 places compared to the previous generation, and it is also the best-selling Android model this quarter; this is the first time a super high-end Android device has led Android sales in the second quarter.

According to DIGITIMES, Changxin Memory and Yangtze Memory continue to expand, and recently Apple is actively seeking to introduce the two Chinese memory supply chains, drawing attention to their entry into Apple's supply system. Industry insiders reveal that the two manufacturers are actually using Apple to prove that the quality of Chinese DRAM and NAND Flash has reached international standards, while secretly expanding their cloud and enterprise market share through third-party assembly for export to North American neocloud operators.Changxin Memory's parent company, Changxin Technology, has completed fundraising of 29.5 billion yuan, while Yangtze Memory plans to raise about 33 billion yuan through an IPO for production line upgrades and R&D. Yangtze Memory has turned profitable in 2024, with a net profit attributable to the parent company reaching 33.379 billion yuan in the first quarter of 2026; its third-phase new factory will begin production ahead of schedule in the fourth quarter of 2026, with a total monthly production capacity of 100,000 wafers, of which about 20% will be trial-produced LPDDR, becoming its first DRAM base. The supply chain indicates that the two companies are expected to increase the self-sufficiency rate of domestic memory in China to over 50% by the end of 2027 to 2028.Yangtze Memory sells NAND to third-party module manufacturers and assembles them into enterprise-level SSDs to avoid location sensitivity; Changxin Memory has already obtained certifications from small and medium-sized cloud operators in the U.S., Canada, and other regions. U.S. private enterprises can, in principle, procure from the two companies, with the entity list primarily restricting their access to U.S. technology, but not completely prohibiting private procurement. Cloud operators also reduce compliance risks through methods such as renting computing power or holding assets through third parties. The industry believes that Apple's influence on supply and demand in the industry is declining, and the two companies have no intention of supplying Apple in large quantities or engaging in price competition, making it difficult to meet Apple's demand in the Chinese market in the short term.