Weekly news roundup: iPhone Duo shipment target revised upward amid display issues

What happened

This weekly roundup covers supply-chain shifts and rising demand across foldable smartphones, memory, energy storage, robotics, and AI infrastructure. Apple lifted its iPhone Duo shipment target after strong preorders, while the title also cites display issues; the source does not state the specific causal link between the display issues and the target revision. Memory makers faced conflicting forecasts over Chinese capacity and sustained AI demand. Taiwan advanced industrial microgrids and saw its first semiconductor strike, and Texas Instruments reported tightening analog supply. Chinese energy storage suppliers reportedly retreated from the US amid reciprocal technology and ownership restrictions. This is a roundup item with no specific numerical or price figures provided.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/26/2026 · View original source