Fortune Quick Look at Semiconductor News: Apple Inc. (AAPL.US) C1X achieves "intergenerational leap", NVIDIA Corporation (NVDA.US) new rack priced at a maximum of 8.8 million US dollars.

Recently, Wells Fargo & Company specifically mentioned important news reports regarding semiconductors and information technology hardware, including the outstanding performance of Apple Inc.'s (AAPL.US) C1X modem, which has been ongoing since last week. Led by analyst Aaron Rakers, the team pointed out that the January construction data released by the U.S. Census Bureau on Monday showed that after seasonal adjustments, U.S. data center construction spending reached $47 billion, a 31% year-over-year increase. The total data center construction spending for the rolling three months reached $138.2 billion, a 30% year-over-year increase, accelerating from a 27% increase in December. Analysts reported that SK Hynix is moving up the installation time of the second phase of clean room equipment at its Cheongju M15X DRAM wafer plant by about two months ahead of schedule. In addition, SK Hynix is also moving up the commissioning time of the clean room at its Yongin wafer plant from May 2027 to February 2027. Analysts also specifically mentioned that SK Hynix plans to place orders for Extreme Ultraviolet (EUV) equipment worth 6.9 billion (approximately $8 billion) from ASML Holding NV ADR (ASML.US) within the two-year period ending in December 2027. According to ZhiBang Information, the Korea Advanced Institute of Science and Technology (KAIST) has developed a new technology aimed at addressing the bandwidth limitations of 3D NAND. Analysts added that this new technology, known as the "smart gate" concept in the semiconductor field, can simultaneously improve data processing speed and data storage stability. Furthermore, Rakers and his team highlighted recent third-party test results from Ookla, which showed strong performance from Apple Inc.'s C1X modem. Analysts pointed out, "The data from the fourth quarter of 2025 clearly shows that Apple Inc.'s in-house C1X modem has achieved an intergenerational leap compared to the previous C1 model." The report stated that the C1X has reached a level comparable to the Qualcomm X80 in terms of download speed and latency performance. Analysts stated that they are still monitoring the performance data of the Qualcomm X85 modem (released in early 2025), expecting Android devices equipped with this chip to be launched in the first half of 2026, and also noting the recent launch of the Samsung S26 model. Citing relevant reports, analysts provided current pricing estimates for NVIDIA Corporation's (NVDA.US) Vera-Rubin Ultra NVL144 rack-level product, ranging from $7 million to $8.8 million, compared to Grace-Blackwell priced at $2.8 million to $3.4 million. Analysts added that the Vera-Rubin Ultra chip is expected to start shipping in the second half of 2027. Rakers and his team also noted reports indicating that PC prices are expected to rise by 25% to 30% in the second quarter of 2026, with the price increase trend continuing into the third quarter of 2026. Analysts stated that Acer, MSI, and Gigabyte are preparing for double-digit price increases.