DIGITIMES Communications news

Jul 30, 10:43

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion (US$118.4 billion) and operating profit of KRW89.5 trillion (US$61.8 billion) — the company's set businesses paid the price of the same supercycle, with the Device eXperience (DX) division swinging to an operating loss of KRW0.8 trillion (US$550 million) in 2Q26.

US rallies global partners on 6G as competition with China intensifies

Jul 30, 12:04

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Jul 30, 08:01

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

Jul 30, 07:50

Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile market

Jul 29

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MOBILE DEVICESSmartphone chip earnings will gauge 2026 demand as prices rise

Jul 29

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak season, giving investors a fresh read on 2026 consumer demand. The results come as chip inflation remains elevated, supply stays tight, and brands weigh whether higher component costs will weaken buying power or limit inventory builds.

TELECOM SERVICE, INFRASTRUCTUREKbro lifts broadband investment as 10G service expands across Taiwan

Jul 29

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New Speed 10G service amid rising demand for faster internet in Taiwan. The cable operator also said capital expenditure will stay elevated in the coming years, with spending gradually shifting from network upgrades to terminal equipment, enterprise customers, and smart city projects.

TELECOM SERVICE, INFRASTRUCTUREChina Mobile adds AI and HD video to its mobile voice calling service

Jul 29

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more intelligent offerings. The revised service was rolled out recently and is designed to give users a smarter calling experience without changing their phone or SIM card.

MOBILE DEVICESQualcomm chip price hike to squeeze China's Android makers on two fronts

Jul 28

China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from September 1—a move that compounds already rising memory and materials costs hitting the Android supply chain.

MOBILE DEVICESSamsung trims Z Fold8 display module 10% using Flex Titanium

Jul 28

Samsung Electronics has introduced Flex Titanium technology in its next-generation foldables, the Galaxy Z Fold8 and Z Fold8 Ultra, cutting display module thickness by 10% to make room for a larger battery and improve user experience. According to ZDNet Korea, Samsung is applying the technology to these two models for the first time.

MOBILE COMPONENTSSK Hynix enters LPDDR6 production race with Xiaomi first in line

Jul 28

SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry sources said an early LPDDR6 launch would strengthen SK Hynix's position in premium mobile DRAM and lay the groundwork for expansion into AI server memory.

MOBILE DEVICESSamsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Jul 28

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive budget handset market.

MOBILE DEVICESApple, Micron's clash over CXMT puts White House in the middle

Jul 28

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.

MOBILE DEVICESApple reportedly delays smart glasses launch to late 2027 due to privacy risks

Jul 27

Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly been set back from an original introduction this year due to work being done to figure out how to balance users' privacy with the many AI functions the products are set to offer.

WIRELESS NETWORKINGNokia says AI spending is driving optical networking demand

Jul 27

AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company linked the shift to rising demand for data center interconnect and optical interconnect products as large AI clusters expand.

MOBILE DEVICESIndia roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

Jul 27

India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.

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