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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    25min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    25min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    25min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    25min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    26min ago
    NEWS TAGGED SMARTPHONE
    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...
    Thursday 30 July 2026
    Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
    Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
    Thursday 30 July 2026
    Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026
    Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...
    Thursday 30 July 2026
    Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits
    Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...
    Wednesday 29 July 2026
    Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile 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...
    Wednesday 29 July 2026
    Smartphone chip earnings will gauge 2026 demand as prices rise

    Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

    Wednesday 29 July 2026
    LG Innotek tops second quarter forecasts on stronger camera module and substrate sales
    LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...
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    Research Report Database
    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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