The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure on Chinese smartphone brands and retailers.
Far EasTone Telecommunications (FET) president Chee Jing has announced that the company expects to begin offering Project Kuiper satellite communication services as early as the beginning of 2027, after FET began negotiations with Amazon during the second quarter of 2025.
Pre-order performance of Vivo's X300 series and Oppo's Find X9 series flagship smartphones has exceeded expectations. To meet user demands for improved performance and telephoto shooting, both brands have offered telephoto lenses as bundled accessories for their top-tier flagship models. This innovation has become a key driver in boosting both Vivo and Oppo flagship sales.
Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content per device. As the firm reduces its dependence on Apple, its Snapdragon platform and partnerships with Android OEMs have become key revenue engines.
Qualcomm ended fiscal 2025 with solid revenue growth but saw profits tumble due to a one-time US$5.7 billion non-cash tax charge linked to new US tax legislation. Despite the hit, the company projected up to US$12.6 billion in revenue for the first quarter of fiscal 2026, signaling resilient chip demand.
In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies.
Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving MediaTek, newly merged IC Plus Corp. (ICPlus), and ASIX Electronics to strengthen the group's networking ecosystem.
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand.
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research. The growth was driven by festive-season sell-ins, aggressive promotions, and financing offers that boosted premium segment demand.
Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in the third quarter of 2025, driven by Apple and Android manufacturers. Shipment volumes surpassed expectations for the quarter.
CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting from the memory market boom; whether CXMT will capture a share of the market growth will depend on its capacity expansion and yield progress.
More coverage
