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    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    1min ago
    WD points to HAMR ramp and long-term contracts as pricing power builds
    1min ago
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    22min ago
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    22min ago
    Google's AI leadership shake-up puts Gemini execution and research retention under pressure
    36min ago
    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED SMARTPHONE
    Thursday 6 August 2026
    Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

    The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

    Wednesday 5 August 2026
    Foldable smartphone shipments are set to rise 20% as Apple enters the market
    Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
    Wednesday 5 August 2026
    CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

    China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung...

    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
    Wednesday 5 August 2026
    From factories to consumers: Samsung's long retreat from China enters its final chapters

    Samsung Electronics' latest move to scale back its smartphone retail network in China marks another milestone in a years-long restructuring...

    Monday 3 August 2026
    Apple says advanced-node capacity tightens amid 2nm race

    Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

    Monday 3 August 2026
    Xiaomi raises flagship phone prices as memory and chip costs climb
    Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...
    Monday 3 August 2026
    C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets
    C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems...
    Sunday 2 August 2026
    Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
    Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
    Saturday 1 August 2026
    MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
    MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
    Friday 31 July 2026
    Rising smartphone prices are reshaping purchase plans in India
    Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are...
    Friday 31 July 2026
    China smartphone market and industry, 2Q 2026

    Introduction

    Friday 31 July 2026
    Qualcomm, MediaTek set Sept flagship SoC showdown
    Qualcomm and MediaTek are preparing to unveil their latest 2nm flagship smartphone system-on-chip (SoC) platforms in September 2026, with both brands expected to launch standard and...
    Thursday 30 July 2026
    Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
    Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
    1/32 pages
    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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