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CoreWeave beat on almost every line in Q3 (July–September 2026). Demand for AI compute is significant but revenue per MW, and how much each MW costs to run, are the metrics shaping the neocloud landscape. At the same time, CoreWeave’s ambitions are expanding as it moves up the stack with CoreWeave Forge.
Although LCD makers are pushing for price increases on LCD panels in Q4 2026, they have not yet been successful. We are seeing a tug-of-war between LCD makers and TV OEMs that will set the market direction in 2027.
The push for more affordable smartphones is facing a significant challenge because of the skyrocketing price of memory, driven by the growing demand from AI.
In 2026, global OLED smartphone panel shipments are expected to decline nearly 3% YoY, reflecting the impact of the memory supply crisis and rising production costs.
Mobile internet now reaches most of the world’s population, yet a large share of people living within coverage still aren’t using it. Closing this usage gap, driven by barriers such as handset and data affordability, digital skills and relevance, remains one of the biggest challenges for digital inclusion. So where does global mobile connectivity stand in 2026, what is holding people back from getting online, and what will it take to close the gap?
Overview The weekly US Smartphone Promotions Tracker and Index monitors pricing and discount activity in the smartphone promotional landscape, covering major postpaid and prepaid carriers. It tracks every smartphone available at each carrier and identifies the key characteristics of each promotion. These characteristics are represented in the Promotion Index Score, a metric that quantifies the terms of each promotion.
AMD Q3 26 revenue came in at $13.4B, up 45% YoY and above $13.0B guide. Data center is now 64% of revenue, up from 47% a year ago, and will be over 80% next year. Data center revenue reached $8.5B, up 97% YoY, with segment operating margin rising to 34% from 25%.
Overview The Consumer IoT (CIoT) Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the CIoT ecosystem, including Smartwatches, TWS, Tablet, Neckbands, Smart TVs, XR, Smart Home and other Personal AI Devices (AI Pin, AI Recorder, AI Pendant, AI Companions). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
Overview Memory prices keep rising across every segment in Q4 2026, though more slowly than in Q3. Early negotiations for 2027 signal another hike in Q1 2027. Server DRAM remains the center of the rally, and suppliers are imposing tougher terms on buyers. Mobile prices level off in Q4 ahead of a sharp increase in Q1, while PC DRAM keeps climbing quarter after quarter. Smaller OEMs are turning to recycled and downgraded memory to contain BoM costs.
The global AI video surveillance hardware market is projected to grow from $8.9 billion in 2026 to $24.6 billion in 2030, driven by demand for automated monitoring, proactive security, and growing demand for smart and operational analytics.
