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Technology news that moves business forward
Clear, timely reporting on AI, enterprise software, infrastructure, and the technology shaping modern B2B commerce.
Smartphone SoC Shipments Slump 15% as Memory Price Shock Reshapes the Handset Market
Global smartphone SoC shipments fell 15% YoY in H1 2026 as surging DRAM and NAND prices crushed entry-level demand, pushed MediaTek and Qualcomm volumes down more than 25%, and accelerated a broader handset market reshuffle.
India’s smartphone market shrinks 11% but gets richer: record $315 ASP reshapes the channel
India smartphone shipments fell 11.1% YoY in Q2 2026 to 33.2 million units, but average selling prices hit a record $315 as memory costs redraw the market’s center of gravity.
Apple's $1B Processor Backlog Shows Why Memory Is the New Bottleneck
Roughly $1 billion in unpackaged Apple processors are sitting idle at TSMC waiting for DRAM, according to analyst Tim Culpan — a crunch that could squeeze iPhone 18 Pro availability and raise device costs.
Apple takes 65% of premium phone market as memory costs push segment to record 29%
Counterpoint Research says Apple captured 65% of global premium smartphone sales in H1 2026, with the $600+ segment hitting a record 29% of all phones sold. Rising memory costs are reshaping who buys premium — and why.
Foldables Poised for 20% Jump as Apple Readies Its First Hinge
Apple has reportedly asked suppliers to prepare about 10 million units of its first foldable iPhone. Industry analysts see 20% shipment growth in 2026 — and a Q4 supply squeeze.
Apple's September iPhone Event Takes Shape: Internal Lottery Points to Sept. 9
An internal memo reported by Bloomberg shows Apple's retail-staff lottery for its September iPhone event closes August 8, pointing to a September 9 keynote for the iPhone 18 Pro, iPhone 18 Pro Max, and the first foldable iPhone.
Samsung's Galaxy Z Fold 8 breaks the 3 million-won mark as AI memory demand rewrites phone costs
Samsung began carrier sales of the Galaxy Z Fold 8 in Korea with record pre-orders, while the top 1TB versions crossed 3 million won for the first time in a mass-produced phone lineup. Here's how the AI memory boom is reshaping device costs and B2B buying decisions.
Samsung ships 60.5M phones in Q2 2026 as memory-chip costs squeeze budget rivals
Samsung shipped 60.5 million Galaxy phones in Q2 2026 for a 22% global share while the market shrank 6% to 272 million units. Apple hit a record quarter, but Xiaomi, OPPO and vivo all fell sharply as a memory-chip crunch hit the sub-$400 segment hardest.
Samsung to start building Taylor Fab 2 in Texas by end of 2026, targets 2030 production
Samsung Electronics will break ground on Taylor Fab 2, its second semiconductor plant in Taylor, Texas, by the end of 2026 and target mass production in 2030, as advanced 8nm-and-below lines run at near full capacity and 2nm orders are set to more than double.
SK Hynix SKHY: Record Earnings Loom After a Volatile Nasdaq Debut and 31% Monthly Slide
SK Hynix shares have swung from a 13% debut pop to a 31% monthly loss as its first U.S.-listed earnings report approaches. Analysts expect record operating profit of 64 trillion won—but arbitrage and chip-sector jitters are testing investor conviction.
Google Confirms Pixel 11 Price Increase as Global RAM Shortage Drives Sixfold Cost Jump
Google has confirmed that its upcoming Pixel 11 series will cost more, citing a severe global memory crisis. The cost of 1GB of RAM has surged from $2.80 to $12 in one year, driven by AI data center demand. Here’s what business buyers need to know.
Visa Bets Trust Infrastructure, Not AI Features, Will Win Agentic Commerce
Visa Group president Oliver Jenkyn argues that the future of AI-powered commerce hinges on verified identities, not smarter algorithms. With the Trusted Agent Protocol, Agent Score, and a new directory, Visa is building the credential layer for a machine-driven economy.