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Apple’s Foundry Diversification: TSMC Alternative Has Big Shoes to Fill, But There’s Hope
Apple is looking to diversify its foundry partner to reduce single-vendor risk, gain capacity for advanced nodes and minimize geopolitical risks.
2026-07-31
Insight
CXMT’s blockbuster debut in Shanghai sets stage for next test against global memory giants
“CXMT is targeting to produce HBM from the end of 2026. The new Shanghai fab is geared to produce AI chips, including HBM,” said MS Hwang, research director at Counterpoint Research.
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Global Smartphone SoC Model Shipments Tracker - Q2 2026 (Preliminary View)
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Jul 21, 2026
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Reshuffling the BoM - Component Cost Dynamics Amid Memory Price Spikes
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ChangXin Memory Technologies Vendor Profile
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