As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...
Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...
Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...
Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
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...
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...
The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home...
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
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...
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...
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...
