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Google will unveil the Pixel 11 at its Made by Google event on August 12, 2026. Leaks suggest the 128GB tier will be dropped and prices will rise by roughly €100. This piece examines the structure behind AI-driven memory price spikes spreading from Galaxy and iPhone to Pixel, the real price increase by model, and the outlook for Japanese pricing.
Facing rising costs for memory and other components driven by AI infrastructure investment, Apple CEO Tim Cook acknowledged that price increases are now unavoidable. As competition for components intensifies between data centers and consumer devices, the burden of the AI boom is expected to spread to standard capacities and pricing structures for products like the iPhone.
The A20 Pro chip for the iPhone 18 Pro adopts TSMC's 2nm process and the new WMCM packaging technology, dramatically improving AI processing and power efficiency. Due to a DRAM supply shortage, the base model iPhone 18 will forgo WMCM, but Apple will boost memory to 12GB and split the release cycle to spread the load across the supply chain.
Numbers showing more than 18% power reduction and more than 9% performance improvement are pushing Intel Foundry back into the center of the leading-edge process race. Intel 18A-P, unveiled at VLSI 2026, is a refined version of 18A built on the foundation of RibbonFET and PowerVia. Meanwhile, TSMC N2 surpasses Intel 18A in transistor density, holding the lead in advanced manufacturing. On top of this, reports of Apple evaluating an entry-level M-series chip and Google considering advanced packaging are converging, and the axis of competition is beginning to expand from "the finest process" to "sufficient efficiency and supply diversification."
In the first quarter of 2026, the global laptop market appears headed for an unprecedented situation. The latest forecast data released by TrendForce, a global market research firm, carries content shocking enough to send a chill through the entire PC industry. Among its findings, […]
Pua Khein-Seng, CEO of flash memory controller maker Phison Electronics, is warning that the fallout from the current memory crisis will widen—a warning that goes beyond simple supply-demand forecasting […]
The long-standing power structure in the semiconductor industry has reached a major turning point. In January 2026, an analysis by Citrini Research, based on survey data from Mercury Research and Bernstein Research, revealed that in the […]
Apple's AI strategy may only truly kick into gear in 2027. Apple, which has long remained silent and cautious, is finally poised to launch a full-scale offensive into the generative AI hardware space, according to reports from Bloomberg, T […]
As 2025 draws to a close, a chill has begun to sweep through the tech industry. Behind the excitement of the generative AI boom, its "cost" is about to hit the smartphone—the device closest to our everyday lives. Market research firm Counterpoi […]
Samsung Electronics has finally broken its silence. The company has posted a teaser trailer for its next-generation flagship SoC, the "Exynos 2600"—long the subject of rumors—on its official YouTube channel, officially confirming its existence and imminent launch […]
