A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers and their component suppliers, according to ETNews and UBI Research.
Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices.
Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem.
Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage weighed on handset makers and chipset vendors, according to Counterpoint Research.
Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.
