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In the first half of 2026, China's total exports surpassed $2.1 trillion, a record high, with year-on-year growth of 17.6%. June exports surged 27.0% from a year earlier. Multiple data points indicate that China's economic reliance on exports has reached its highest level in nearly three decades.
Google will officially launch the Pixel 11 series on August 12, featuring the in-house Tensor G6 chip built on TSMC's first-generation 2nm N2 process, the company's first node using GAA transistor technology. Compared to N3E, N2 delivers 10-15% higher performance at the same power or 25-30% lower power at the same performance. TSMC's 2nm wafers cost nearly $30,000 each, up 50-66% from 3nm, and the foundry will raise prices further in early 2027. Combined with soaring memory costs, Google is raising base prices by $100 across the Pixel 11 lineup, including the Pixel 11 Pro XL and Pixel 11 Pro Fold, while removing 128GB storage options for the Pixel 11 and Pixel 11 Pro.
Apple posted fiscal third-quarter net revenue of $109.417 billion, up 16.4% from a year earlier, driven by a 28.7% surge in Mac sales to $10.352 billion. Net profit rose 27.1% to $29.789 billion, and diluted earnings per share increased 28.7% to $2.02. iPad revenue slipped 5.9% to $6.191 billion, while Wearables, Home and Accessories grew 6.5% to $7.883 billion.
During Apple’s fiscal third-quarter 2026 earnings call, CEO Tim Cook said the company had reluctantly raised some product prices because memory costs were surging in a once-in-a-century spike. Cook warned that supply constraints would have a significantly larger impact on September-quarter revenue than in the just-ended quarter, affecting the iPhone, iPad, and Mac product lines.
Apple has officially launched Apple Upgrade in the United States, allowing users to pay monthly for iPhones, Macs, and iPads instead of purchasing them outright. The service offers up to 24 installments for iPhone and Apple Watch, and up to 36 months for Mac or iPad. Users can upgrade to newer models at any time during the lease and choose to buy out, trade in, or return the device. This expands Apple's existing iPhone Upgrade Program to its entire product line, integrating hardware into its subscription ecosystem.
Apple is set to report its latest quarterly earnings after the U. S. market close on Thursday. Options market activity shows a bullish tilt, with total premium reaching $590 million on Friday, of which $442 million was tied to call options. Call volume hit 560,000 contracts versus 332,000 puts. The largest single trade was a $2.6 million purchase of August mid-month 280-strike calls, with a delta near 1, effectively equivalent to holding the stock. Implied post-earnings volatility is around 4%, well above the one-year average of 1%. Apple shares have risen over 20% from a late-June low and now trade within $2 of their all-time high.
Lead Intelligent has achieved batch delivery and mass production verification for its chip-level polymer 3D printing equipment designed for foldable screens. The company is actively collaborating with multiple leading domestic and international terminal brands on technical integration, solution validation, and production line integration for foldable screen projects. The equipment platform offers adaptability for expansion, and Lead Intelligent will continue product development and market expansion in response to customer demand.
Honor announced a three-year imaging strategy at a technology event, outlining phases for 2025, 2026, and 2027. The company also revealed a deep collaboration with ARRI, bringing LogC3 encoding, AWG3 color space, and LUTs to mobile for the first time. The Robot Phone, the first product from this partnership, is set for release on August 12, featuring the self-developed Yuguang H1 chip and a three-axis gimbal camera. Pre-orders have exceeded 200,000 units since July 18.
SK Hynix plans to begin mass production and shipment of next-generation LPDDR6 mobile memory in the second half of 2026. The product, completed in March 2026, uses a sixth-generation 10-nanometer (1c) process, achieving 10.7 Gbps speed — 33% faster than LPDDR5X — and over 20% lower power consumption through sub-channel architecture and dynamic voltage and frequency scaling (DVFS). The first customer is Chinese brand Xiaomi. SK Hynix also targets the AI server market with 512 GB SOCAMM modules for agentic AI. ChangXin Memory is preparing for DDR6 production but remains years away, giving SK Hynix a market window.
Samsung Electronics reported second-quarter net profit of 71.27 trillion Korean won, surpassing the market estimate of 68.36 trillion won. Operating profit reached 89.49 trillion won, while sales totaled 171.50 trillion won for the period.