Global smartphone SoC shipments and revenue declined by double digits YoY in Q2 2026, primarily due to rising memory costs and cautious inventory management by smartphone OEMs. GenAI adoption is increasing rapidly in smartphones, with shipments of GenAI-capable smartphone SoCs expected to grow by nearly 11% YoY in 2026.

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MS Hwang Joins CNBC: Inside SK hynix's $720 Billion AI Memory Buildout

CNBC's Katie Tarasov hosted an exclusive, never-before-seen look inside SK Hynix, the memory chipmaker now betting $720 billion to triple its production capacity by 2034 amid surging AI-driven demand. The documentary features SK Group Chairman Chey Tae-won and SK Hynix technology leads, alongside Counterpoint Research Director MS Hwang, who provides data and analysis throughout to contextualize global HBM, DRAM and NAND shipment trends.