China will debut the world's first AI agent phone at the World Artificial Intelligence Conference in Shanghai from July 17-20, according to Shanghai official Tang Wenkan. Huawei will also showcase its…
Samsung Electronics expects a 19-fold jump in quarterly operating profits to 89.4tn won, driven by surging demand for AI memory chips. The company's earnings guidance for April-June marks its third co…
Edge AI-capable smartwatch shipments grew 70% year over year in Q1 2026, reaching 25% of global smartwatch shipments, with Apple accounting for roughly 90% of that segment, according to Counterpoint R…
Apple and Micron are blaming each other for memory price hikes and shortages amid surging AI demand. Apple CEO Tim Cook says memory suppliers are passing huge price increases, while Micron's Sumit Sad…
A class action lawsuit filed in California on June 25th accuses Samsung, SK Hynix, and Micron of colluding to reduce supply of consumer DRAM while shifting production to high-margin AI memory, causing…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising …
Meta holds 84% of the global smart glasses market in Q1 2026, shipping 7.4 million units in 2025—a 281% year-over-year increase—driven by AI-powered Ray-Ban glasses starting at $299, while competitors…
Apple raised prices on Macs, iPads, and HomePods by 15-25% due to soaring AI-driven memory and storage costs, but spared the iPhone from increases. The move follows warnings from CEO Tim Cook about un…
Yangtze Memory Technologies Corporation (YMTC) surged to 13% of the global NAND flash market in Q1 2026, tying with SanDisk and Micron, driven by AI-fueled demand and nearly 445% year-over-year revenu…
Counterpoint Research released its quarterly report on the global NAND memory market share, detailing the competitive landscape among major chipmakers. The report provides insights into market dynamic…
The global memory chip market is projected to reach 1,500 trillion won ($975 billion) in 2026, quadrupling from 360 trillion won in 2025, driven by surging demand for server memory products as tech co…
France's OVHcloud plans to develop frontier AI models from scratch, aiming to open-source them once performance targets are met, as Europe seeks alternatives to US and Chinese AI systems. CEO Octave K…
SK hynix shipped samples of its 12-layer HBM4E memory to major customers, entering customer qualification about three weeks after rival Samsung Electronics. The device offers 48GB capacity, 16Gbps per…
SK hynix has shipped samples of its 12-layer HBM4E memory to major customers, entering the customer-qualification stage weeks after rival Samsung Electronics claimed the industry's first such shipment…
The U.S. government's order for Anthropic to block non-U.S. access to its Fable and Mythos models is boosting adoption of open-source alternatives, especially from Chinese AI labs like DeepSeek and Kn…
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…