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Apple has received Chinese regulators’ approval to roll out Apple Intelligence on iPhones in the country, with Alibaba and Baidu serving as technical partners.
NVIDIA held a media and analyst briefing in Tokyo, where Jensen Huang declared, "Starting from here is the beginning of Japan's AI." The visit was timely as local media have noted that Japan has been overshadowed in the AI space by its neighbours, with China’s trade issues and South Korea’s memory boom. However, Jensen made it very clear that Japan is a priority for the company, and several announcements backed up his claim.
Understand the impact of memory shortages on smartphone shipments, pricing, profitability, and competitive dynamics with Counterpoint Research's latest outlook.
At MWC Shanghai 2026, China Unicom and Huawei brought their joint “5G Capital” initiative back to the stage for a roundtable built around a single theme: “Network Create, Action Leads.” Six years after the two companies first launched 5G Capital as a proving ground for commercial 5G in Beijing, the conversation to building robust networks for an economy that runs increasingly on AI agents, tokens, and autonomous systems rather than just people and screens.
Smartphone shipments in India fell 10% YoY in the June-ended quarter as rising device prices led to a decline in consumer demand.
Global asset tracking device shipments are projected to grow at a 7% CAGR from 2025 to 2032, with most of the growth during the period being contributed by applications outside traditional vehicle tracking.
The Global Asset Tracking Device Market Tracker & Forecast provides comprehensive coverage of the global asset tracking ecosystem, analyzing device shipments,and market trends across major tracking applications. The report tracks the asset tracking market by application, connectivity technology, region and vendor, providing detailed insights into market dynamics, competitive positioning and long-term growth opportunities.
The fight for users remains fierce. Eight smartphone OEMs each exceeded 200 million installed base in 2025, together accounting 80%+ of the active base. However, it is no longer where the contest is decided. The harder problem is monetization.
CXMT is starting to make inroads in the global memory market, which is dominated by the South Korean companies Samsung Electronics and SK Hynix, plus Micron Technology of the United States. CXMT held 8 percent of the global market share in the first quarter of 2026, up from 3 percent a year earlier, according to Counterpoint Research.
The durability of the AI rally remains in focus as the earnings season tests chip-sector valuations after a blistering advance this year. Semiconductor stocks fell across Asia on Thursday, dragging regional equities lower, as investors grew more skeptical that the artificial intelligence-driven rally can withstand lofty valuations.