🔔 The Daily Semi-Cap — September 15, 2026 📊 SMH: $542.11 (+0.11%) 📈 Earnings: • No new semiconductor earnings released today. 🔥 Major Developments: • Apple raised prices by $100 on four existing iPhones as Tim Cook described memory costs as a “100-year flood.” The 2TB iPhone 18 Pro Max rose $500 versus its predecessor, underscoring how memory pricing power is flowing through to consumer hardware. • MediaTek unveiled the Dimensity 9600 Pro, its first flagship smartphone processor built on TSMC’s 2nm process. The chip pairs an all-big-core CPU with LPDDR6 support and a dual NPU, pushing leading-edge 2nm silicon and on-device AI into premium Android phones. • YMTC began full-scale equipment hookup at Wuhan Fab 3, keeping initial operations on track for year-end and targeting roughly 100,000 12-inch wafers per month at full capacity. YMTC already reached 14% of global NAND bit shipments in Q2, moving ahead of Kioxia into third place. • A new map of more than 300 U.S. datacenter moratoriums found that while 20GW of planned capacity sits inside restricted local boundaries, only 1.5GW is actually delayed, or 2.3GW including New York’s statewide action. The constraint looks meaningful but far smaller than the headline risk to the broader buildout.