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September 10 Financial Briefing: Apple's Foldable Debut, TSMC Expansion, and Memory Market Warning
Electronic Technology · Semiconductors · economic_daily · 2026-09-09
Get the latest financial updates: Apple unveils the iPhone Duo, TSMC accelerates 1.4nm production, Kioxia signals a memory price peak, and Taiwan's exports hit record highs.
What Happened
Apple's Foldable Launch: Apple has officially unveiled its first foldable smartphone, the iPhone Duo, powered by TSMC's 2nm A20 Pro chip. With a starting price of $1,999, the device is positioned more competitively than Wall Street analysts had initially anticipated.
TSMC Production Expansion: TSMC is accelerating the construction of its 1.4nm manufacturing cluster at the Central Taiwan Science Park. The first facility is expected to begin trial runs by April next year, with mass production slated for the second half of the year.
Memory Market Outlook: Kioxia's CEO has signaled that the recent surge in memory prices may be reaching its limit, suggesting a potential cooling of market benefits. This outlook could impact the performance of related Taiwanese supply chain firms such as Phison and Adata.
Export Growth and Service Fees: Taiwan's exports reached a record $82.4 billion in August, marking a 41% year-on-year increase and matching the longest growth streak on record. Meanwhile, foodpanda has announced an increase in merchant platform fees, though consumer-facing prices remain unchanged for now.
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