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The rush to upgrade smartphones may be ebbing, prompting economists to dial back the outlook for Asian exporters.
Taiwan chipmaker Nanya Technology Corp said it will invest US$1.85bil (RM7.9bil) to boost its share in the memory chip market.
Global electronics makers are scrambling to stock up on memory chips to keep production lines running as Apple Inc's new iPhone 8 launch later this year threatens to worsen a global squeeze on supply.
Apple Inc reported a surprise fall in iPhone sales for its second quarter on May 2, indicating that customers may have held back purchases in anticipation of the 10th-anniversary edition later this year.
Growing tensions with North Korea should worry global electronics firms such as Apple Inc as they source key parts from South Korea, but investors are brushing off such concerns and snapping up shares in key exporters.
Samsung Electronics Co Ltd on April 27 flagged stronger earnings and announced a cancellation of treasury shares after posting a solid first-quarter profit boosted by the memory chip business.
Even as Samsung Electronics Co Ltd is poised to deliver a surge in earnings to an all-time high this year, some investors are already starting to fret the tech giant will soon become a victim of its own success.
Sony's new 3-Layer Stacked CMOS Image Sensor with DRAM (dynamic random access memory), announced on Feb 7, could significantly change the capabilities of smartphone video.
Micron Technology Inc forecast current-quarter revenue and profit above estimates as a stabilising PC market spurs demand and boosts prices of its memory chips.
South Korea's Samsung Electronics Co expects third-quarter profit grew 5.6%, beating estimates, as a pickup in chip and display earnings likely offset the impact of a global smartphone recall.