Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.

The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.

Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.

Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.