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CXMT lists on July 16 on the Shanghai STAR Board (688825.SH), raising RMB 57.9 billion (approx $8.55 billion), with proceeds directed to next-generation G5 node, HBM3 development, and new manufacturing capacity.
Principal Analyst, Gerrit Schneemann will be attending Samsung Galaxy Unpacked event in New York on July 22nd 2026. In case you are planning to be there, you can schedule a meeting from July 20-23, to discuss the latest trends in the technology, media and telecommunications sector and understand how our leading research and services can help your business.
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UMC Corp, one of the leading foundries globally, has expanded into the AI infrastructure race with a key Silicon Photonics (SiPh) milestone.
We have updated Counterpoint Research’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2 2026 with our latest capacity outlook for the industry and forecast for OLED panel demand. The biggest change in our outlook stems from the slowdown in demand resulting from large price increases in smartphone handsets, caused by the surge of demand for memory chips to fill data centers targeted at Artificial Intelligence. Our forecast for demand for OLED smartphones and IT products has been reduced for 2026-2027. Lower demand means a greater oversupply, which will make the pricing environment for OLED panels challenging.
Global OLED panel shipments are projected to decline 2% YoY in 2026 to 1.1 billion units, following a 3% YoY increase in 2025, according to Counterpoint Research’s latest OLED Shipment Report. The slowdown reflects a 4% YoY decline in smartphone OLED panel shipments and flat OLED TV demand, as persistent memory inflation and higher component costs continue to pressure OEM production plans and consumer demand.
What the Report Covers: CXMT's company overview and key milestones Product portfolio and process technology Financial performance, recent developments, and IPO details Competitive positioning against major suppliers, plus SWOT analysis and strategic outlook
Overview This report covers research on the localization of four major categories of automotive chips in the Chinese market: MCUs, power semiconductors, sensor chips, and communication chips. It offers both a judgment on the overall size of China's automotive semiconductor market and an in-depth analysis of the categories of above chips across multiple dimensions — including technology trends, commercialization progress, and localization opportunities. The report serves as an effective resource for industry practitioners to comprehensively understand the development of China's automotive semiconductor sector and benchmark against representative Chinese semiconductor companies.
The ongoing memory crisis will accelerate the adoption of 5G SoCs in mainstream smartphones (<$300), with penetration expected to exceed 50% in 2026.
Global smartphone shipments fell 11% YoY in Q2 2026 reaching the lowest second-quarter levels since 2013 as the DRAM and NAND shortage intensified.