SemiPulse — Semiconductor Intelligence

Qualcomm Inc. (NASDAQ: QCOM) Stock Hits $214 as On-Device AI Becomes Smartphone Battleground - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com

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BT warns AI chip shortage will lift UK smartphone prices - Resultsense

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www.resultsense.com 2026-05-22 Resultsense

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WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

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digitimes.com 2026-05-22

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

OpenAI smartphone leaked: ChatGPT cell phone with 2nm chip and AI agents to be released in 2027 - Basic Tutorials

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basic-tutorials.com 2026-05-21 Basic Tutorials

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Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

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digitimes.com 2026-05-20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

Qualcomm Faces MediaTek In On Device AI Smartphone Contest - simplywall.st

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simplywall.st 2026-05-19 simplywall.st

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Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

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digitimes.com 2026-05-19

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

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digitimes.com 2026-05-18

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec

Samsung Plans To Transform Your Smartphone & Tablet Into On-Device AI Powerhouses With High-Bandwidth Memory Chips Using Complex Packaging - Wccftech

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wccftech.com 2026-05-17 Wccftech

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NVIDIA Rubin Platform Threatens LPDDR Supply for Smartphones - Let's Data Science

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letsdatascience.com 2026-05-17 Let's Data Science

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NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply - Wccftech

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wccftech.com 2026-05-17 Wccftech

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