Counterpoint Research

Samsung Electronics is in talks to manufacture a memory input-output die for Google's next-generation AI chip, the 10th-generation tensor processing unit code-named "Icefish," using its 2-nanometer pr…

Apple has shipped over 450 million Apple Intelligence-capable iPhones as of the first quarter of 2026, giving the company the largest installed base of GenAI-ready smartphones among all brands, accord…