Every Major Hyperscaler Is Moving To Arm — Here’s Why It Matters
Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…
Samsung Still Leads — But Foldable Rivals Are Closing In Fast
Counterpoint Research said North America’s foldable smartphone market is growing quickly as rising competition and Apple Inc.’s expected…
At 50, Apple confronts its next big challenge: AI
Apple CEO Tim Cook makes regular visits to China (Ng Han Guan) · Ng Han Guan/POOL/AFP Apple celebrates…
China’s chip exports surge 73% as AI demand fuels semiconductor growth
China’s chip exports jumped in the first two months of the year, according to the latest customs data,…
Middle East crisis, global memory crunch dim AI smartphone buzz at MWC 2026
The mobile industry buzzed with excitement over the artificial intelligence revolution showcased at MWC Barcelona 2026, but the…
China’s January smartphone sales down 23% Y/Y, says Counterpoint
BEIJING, Feb 12 (Reuters) – China’s smartphone sales fell 23% ‌in January compared with a ‌year ago due…
Broadcom Inc. (AVGO) Strengthens AI and Semiconductor Leadership with Analyst Upgrades and Market Share Gains
Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28,…
Average price of smartphones rises above $400 for the first time – Notebookcheck
Average price of smartphones rises above $400 for the first time NotebookcheckThe global average smartphone selling price (ASP) breaks…
How hair-raising prices for memory chips could take China’s top makers to new heights
In the world’s biggest wholesale electronics marketplace in the bustling Huaqiangbei district of the southern Chinese metropolis of…
Smartphone shipments will decline in 2026 due to RAM shortages: Counterpoint
Global smartphone shipments are expected to fall 2.1% in 2026 due to a sharp rise in memory prices,…
AI Chip Shortage Seen Pushing Smartphone Prices Higher in 2026
This article first appeared on GuruFocus. Apple (AAPL, Financials) and other smartphone makers are expected to face higher…
New Research Claims iPhone Less Safe Than Google Android Phones
Report claims Android offer betters scam protection than iOS. NurPhoto via Getty Images With the highly anticipated and…