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Thursday 30 April 2026
Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Thursday 30 April 2026
OpenAI stirs smartphone industry with 2028 AI agent phone plans
OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China's Luxshare Precision Industry exclusively...
Wednesday 29 April 2026
Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026
Samsung exits China's TV and appliance market to double down on US growth
Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...
Tuesday 28 April 2026
Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026
OpenAI eyes agentic AI phone but faces challenges beyond chip design
OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
Tuesday 28 April 2026
New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter
The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should...
Tuesday 28 April 2026
Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026
Foxconn's 48% export surge cements India's role in Apple's supply chain
India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...
Friday 24 April 2026
Largan, Sunny Optical target FAU in push toward CPO and AI optics
Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...
Thursday 23 April 2026
Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
Wednesday 22 April 2026
Analysis: Apple's new CEO has a secret robot team — and big plans for your home
Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to...