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    China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
    27min ago
    NEWS TAGGED SMARTPHONE
    Thursday 12 February 2026
    Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

    Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

    Wednesday 11 February 2026
    Analysis: Arm pivots to data centers as smartphones slump
    Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
    Wednesday 11 February 2026
    SMIC breaks 2025 revenue record, margins fall to 19.2%
    On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
    Tuesday 10 February 2026
    Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
    Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...
    Monday 9 February 2026
    Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
    The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
    Monday 9 February 2026
    Silicon Motion expands enterprise storage amid NAND supply shift
    NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
    Monday 9 February 2026
    MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount
    MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...
    Friday 6 February 2026
    AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
    The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
    China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
    Friday 6 February 2026
    Huawei unveils new wearables, phones, and tablets ahead of MWC
    Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...
    Thursday 5 February 2026
    Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

    Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

    Thursday 5 February 2026
    MediaTek charts data center ASIC expansion even as smartphone sales slow
    MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
    Wednesday 4 February 2026
    China smartphone market and industry, 4Q 2025

    Introduction

    Tuesday 3 February 2026
    iPhone gains in China squeeze MediaTek, Qualcomm revenues
    Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook