Cowell Electronics (01415) rose more than 6% during the morning session. At the time of writing, the stock was up 5.92% to HK$29.32, with a turnover of HK$74.8627 million. According to media reports, Apple has agreed to purchase DRAM chips from Samsung Electronics at twice the original price. Reports indicate that Apple has raised its iPhone shipment target for this year to 240 million units and is securing memory capacity through an aggressive procurement strategy. Analysts note that Apple is acquiring available memory supplies regardless of cost, aiming to exacerbate shortages for its competitors and capture greater market share. China Merchants Securities believes that against the backdrop of rising memory costs, Apple's superior supply chain management and flexible pricing strategy will make its related supply chain segments more resilient. As a core supplier of optical camera modules for Apple, Cowell is entering a period of sustained volume growth in its rear-camera business. Optical upgrades and market share gains in Apple’s smartphones and wearables over the coming years are expected to drive a new phase of high growth for the company. Additionally, Cowell is actively expanding into new businesses such as MicroLED and robotics, indicating considerable growth potential.