The latest Market Talks covering Technology, Media and Telecom sectors reveal key developments across major players.

According to research firm Trend Force, Apple may keep price hikes minimal for its upcoming iPhone 18 Pro despite a projected 38% surge in production costs, largely driven by soaring memory prices. Memory chips are expected to account for over 40% of the phone's component costs by early 2027, up from 10% a year ago. To maintain demand, Apple might accept lower profit margins or raise prices on older iPhone models.

Citi Research highlights Net Link NBN Trust's distribution sustainability as a key price driver. While 1Q revenue and Ebitda met consensus estimates, profit fell short. Analyst Luis Hilado expects management to address distribution per unit sustainability at the upcoming results briefing, noting the trust's higher net debt-to-EbitDA ratio. Citi maintains its buy rating and target price of S$1.13.

Bernstein analysts view Cambricon Technology's weaker-than-expected 2Q revenue growth as likely a quarterly fluctuation. They anticipate strong demand from hyperscalers and telecom operators will support faster revenue growth, though shares dropped 6.6% to 1,120.31 yuan amid weak market sentiment.