RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom operators and retailers. The radio frequency (RF) front-end supplier said that the second half of 2026 should be slightly better than the first half of the year overall, but warned that tight supply of memory and passive components could affect shipment timing.
Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth than in the prior quarter. CEO Tim Cook said the shortage of advanced-node capacity for mobile SoCs is the biggest limit on the company's expansion.
As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view. Global market researchers have issued increasingly bleak forecasts, warning that "chipflation" could last through 2027 and that surging memory prices are already lifting the cost of consumer devices.
Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division, part of Samsung Group, is facing a challenging market this year, in contrast to the soaring performance of its chip unit.
As frequency-control components move toward higher frequencies and smaller form factors, Tai-Saw Technology is leveraging synergies across its diversified product portfolio to expand into optical communications, low Earth orbit (LEO) satellites and drone supply chains. Tight industry capacity and rising raw material costs, however, have extended lead times for some products to 10–12 weeks, prompting the company to gradually expand production.
OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will be suspended within its home market of China. The changes to both Oppo sub-brands signal the challenges low- to mid-tier brands face amid rising component costs and a tough global smartphone market this year.
Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.
