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On January 28th, renowned Apple analyst Ming-Chi Kuo predicted that iPhone memory prices are now negotiated quarterly, rather than semi-annually, so iPhone memory prices will rise again in the second quarter of 2026. Currently, the quarter-on-quarter price increase in the second quarter is expected to be similar to that of the first quarter. Apples current pricing strategy for the new iPhone 18 in the second half of 2026 is to "avoid price increases as much as possible," at least keeping the starting price unchanged, which is beneficial for marketing and promotion. Apple has realized that after memory and T-glass, other components may also be affected by the AI server industry and experience supply shortages.SK Innovations reported fourth-quarter revenue of 19.7 trillion won, exceeding market expectations of 19.9 trillion won. The company reported a net loss of 4.2 trillion won for the quarter.On January 28, Cao Cao Mobility (02643.HK) announced that on January 28, 2026, the company entered into a placing agreement with the joint placing agents to place up to 12,000,000 placing shares to no fewer than six placees at a placing price of HK$32.46 per placing share (a discount of nearly 9%). These placees and their ultimate beneficial owners must be independent third parties. The gross proceeds from the placing are expected to be approximately HK$389 million, with approximately 67.7% of the net proceeds to be used for the development of the Groups domestic and international Robotaxi business.Bank of Japan meeting minutes: One member said that with wage growth expected to continue, underlying inflation is likely to gradually accelerate.Bank of Japan meeting minutes: One member stated that the recent rise in food prices was driven not only by one-off supply factors but also by rising labor and distribution costs.

In the United States, solar costs increased by more than 8 percent in the second quarter

Charlie Brooks

Jul 15, 2022 10:35

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According to a research published late on Wednesday, solar energy prices in the United States climbed by 8.1% in the second quarter as a result of an investigation by the Commerce Department into tariffs on Southeast Asian products and growing input costs.


According to a quarterly index that analyzes renewable energy transactions and is collected by LevelTen Energy, the increase amounted to a remarkable 29.7 percent increase in the overall price of wind and solar contracts, also known as power purchase agreements (PPAs), compared to the previous year.


Compared to the previous year, the cost of solar PPAs has climbed by 25.7%.


Since the Russian invasion of Ukraine, economic, logistical, and labor market problems caused by the coronavirus outbreak have intensified, undoing a decade of renewable energy industry cost reductions.


Wind contract expenditures grew by 2.5% during the quarter and have grown by 33.7% annually. Third-quarter wind energy costs in the Southwest Power Pool (NASDAQ:POOL) jumped by 16 percent due to a lack of transmission capacity. Some of the nation's most windy regions, including parts of Nebraska, Oklahoma, and Texas, are served by the grid operator.


LevelTen claimed that it was too soon to evaluate whether or not the decision by U.S. President Joe Biden in early June to waive tariffs on solar panels from the four Asian countries included in the probe for two years will alleviate some of the cost pressure.


In a survey of fifty developers conducted by the firm, around one-third responded that they wanted additional assurances that tariffs would not be applied retroactively if the Commerce Department were to implement them after the two-year wait.


LevelTen reports that the rising cost of wind and solar contracts for corporate and utility buyers has mirrored the rising cost of natural gas-related wholesale energy prices.


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