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AI Chip Packaging Demand Set to Stay Strong Through 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2666854305","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666854305?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:04","pubTimestamp":1789103040,"startTime":"0","endTime":"0","summary":"0504 GMT - AI semiconductor suppliers are likely to outpace broader cloud spending growth through 2028, as demand for advanced chip packaging remains strong despite expectations for data center investment to moderate, according to Morgan Stanley. 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No trade-in needed. And get the latest iPhone every year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2666109735","media":"GlobeNewswire","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666109735?lang=en_us&edition=fundamental","pubTime":"2026-09-11 10:56","pubTimestamp":1789095360,"startTime":"0","endTime":"0","summary":"With no upgrade fees, no activation fees and cash back in Verizon Dollars just for being a customer, the choice is simpleWhat you need to know: Switch to Verizon and get the new iPhone 18 Pro now. No 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49","title":"Apple's iPhone 18 Upgrade Cycle Likely to Boost Some Suppliers","url":"https://stock-news.laohu8.com/highlight/detail?id=2666510949","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666510949?lang=en_us&edition=fundamental","pubTime":"2026-09-11 10:55","pubTimestamp":1789095300,"startTime":"0","endTime":"0","summary":"0255 GMT - Asia's Apple suppliers are likely to see support shift toward assemblers and component manufacturers from traditional camera lens makers as the iPhone 18 upgrade cycle unfolds, according to a Morgan Stanley report. Luxshare Precision Tehcnology, Lingyi iTech and AAC Technologies are likely to be the biggest beneficiaries, it notes, as it maintains overweight ratings on the stocks. The brokerage downgrades Largan Precision to equal-weight and Genius Electronic Optical to underweight, citing their recent share-price surges being priced in, alongside much of the potential upside from new camera features and future co-packaged optics opportunities. While the iPhone 18 presents a \"real upgrade cycle,\" Morgan Stanley says valuations, rather than technology, are now the key differentiator among 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