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Jul 28
Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive budget handset market.
Samsung Electronics is considering using low-cost Chinese mobile DRAM in smartphones sold in China as it looks to cut manufacturing costs and expand its presence in the country's budget handset market, according to Asia Time.

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak season, giving investors a fresh read on 2026 consumer demand. The results come as chip inflation remains elevated, supply stays tight, and brands weigh whether higher component costs will weaken buying power or limit inventory builds.

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New Speed 10G service amid rising demand for faster internet in Taiwan. The cable operator also said capital expenditure will stay elevated in the coming years, with spending gradually shifting from network upgrades to terminal equipment, enterprise customers, and smart city projects.

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more intelligent offerings. The revised service was rolled out recently and is designed to give users a smarter calling experience without changing their phone or SIM card.
Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly been set back from an original introduction this year due to work being done to figure out how to balance users' privacy with the many AI functions the products are set to offer.
AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company linked the shift to rising demand for data center interconnect and optical interconnect products as large AI clusters expand.

India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.

Samsung Display's (SDC) and LG Display's (LGD) presidents told media at the K-Display 2026 show that memory-related cost pressure will persist into the second half of 2026, even as both companies step up OLED investment and technology development to defend competitiveness through differentiation and customer-focused strategies.
Qualcomm is expanding the reach of its Snapdragon platform across Samsung Electronics' Galaxy ecosystem, with Samsung's latest foldable smartphones, smartwatches and next-generation smart glasses all powered by Snapdragon processors. The move highlights the two companies' growing focus on on-device AI and seamless cross-device experiences.
Chunghwa Telecom (CHT) has called on the Taiwan government to build low-altitude communications into national critical infrastructure planning as drones move toward beyond visual line of sight (BVLOS) and large-scale operations for defense, disaster relief, logistics, and infrastructure inspections.
AMD advances telecom AI with AT&T and Microsoft
Jul 24
AMD unveiled a next-generation open-source telecom large language model (LLM), OTel 2.0, with AT&T and Microsoft at its Advancing AI 2026 conference, completing a training pipeline of more than 1 trillion tokens. AT&T used AMD Instinct GPUs and Microsoft Azure Foundry compute for post-training, pushing the Open Telco AI initiative from proof of concept toward commercial deployment.