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Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Wednesday 4 November 2026
Broadcom loses final appeal over Samsung chip supply deal
South Korea's Supreme Court has upheld a KRW18.664 billion (approx. US$13.9 million) fine against Broadcom for pressuring Samsung Electronics into a long-term smartphone component...
Wednesday 4 November 2026
CHT expands Google partnership with AI services
Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced...
Wednesday 4 November 2026
Samsung leads Africa smartphone market with installment plans
Samsung Electronics defied a 16.6% year-over-year decline in Africa's overall smartphone sales in the second quarter of 2026, posting 34.8% growth and claiming the continent's smartphone...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Tuesday 3 November 2026
Motorola taps Taboola to bring trusted-media AI to smartphones
Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Monday 2 November 2026
BenQ Materials targets premium displays and medical growth, seeks semiconductor materials breakthrough
BenQ Materials is targeting higher-value, faster-growing segments across its display, medical and semiconductor materials businesses. Chairman ZC Chen said the company's transformation...
Monday 2 November 2026
Samsung partners with PXPay to bolster Samsung Wallet in Taiwan
Samsung Electronics Taiwan is partnering with local mobile payment platform PXPay as part of its expansion of Samsung Wallet applications. The move, announced on October 30 with services...
Monday 2 November 2026
Dixon turns to joint ventures, components as price-led growth leaves margins thin
Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as...
Monday 2 November 2026
India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

India's semiconductor ambitions are gathering momentum as states launch new subsidies, chipmakers weigh fabs, global suppliers consider manufacturing,...

Monday 2 November 2026
NearLink looks to chip vendors to expand beyond Huawei ecosystem
China's next-generation short-range wireless connectivity technology, NearLink, is actively pushing into markets beyond the Huawei ecosystem. Securing support from major chip vendors...