CONNECT WITH US
NEWS TAGGED MOBILE + TELECOM
Friday 6 February 2026
Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
Friday 6 February 2026
China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
Friday 6 February 2026
Japan's consumer electronics decline: From mobile phones to TVs
Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...
Friday 6 February 2026
MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
Thursday 5 February 2026
Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play
Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...
Thursday 5 February 2026
Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

Thursday 5 February 2026
CHT eyes strong 2026 growth, with US subsidiary securing AI server project
Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08...
Tuesday 3 February 2026
US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold
The ZTE Corporation has scored a major win in its global patent dispute with Samsung Electronics after a US federal judge dismissed Samsung's FRAND contract and antitrust lawsuit,...
Tuesday 3 February 2026
iPhone gains in China squeeze MediaTek, Qualcomm revenues
Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
Tuesday 3 February 2026
India's smartphone market posts mixed growth in 2025, premium segment drives value gains
India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Monday 2 February 2026
Apple ramps up supplier price cuts to protect margins as costs rise
Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...
Monday 2 February 2026
Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
Sunday 1 February 2026
Transsion profits halved in 2025 because of memory price increases
The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as...