Search results for Counterpoint
Telecommunications & Media
Samsung Galaxy Z Fold8 draws 1.6 times more iOS switchers in all-out push for iPhone users
Samsung Electronics is stepping up efforts to attract iPhone users as Apple launches its first foldable iPhone. Samsung said the share of iOS users switching to its Galaxy Z Fold8 series rose 1.6 times from the prior model. It also highlighted U.S. buyers moving from other brands and promoted design, multitasking and large-screen use. Samsung upgraded Smart Switch to simplify wireless data transfers via QR code scanning.
Telecommunications & Media
Huawei unveils tri-fold phone with new chip, breaking through U.S. EUV curbs?
Huawei launched its new tri-fold phone Mate XT 2 in China, featuring the Kirin 9050 Pro mobile chip designed with its “tau scaling law” and the HarmonyOS 7 operating system. The phone starts at 19,999 yuan and goes on sale from Sept. 10. Huawei said overall performance rises 42% from the previous model. The device adopts an in-folding structure and adds an optional privacy OLED display.
AI & Enterprise
Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked
The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.
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Industry
Foundry power balance flips: Samsung\'s choice amid TSMC dominance
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Industry
Google reuses DDR4 from retired servers for AI equipment amid memory shortage
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AI & Enterprise
Nvidia steps up physical AI push in robots and cars, works closely with Chinese companies
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Telecommunications & Media
Apple suppliers split by memory price shock; Lens Technology profit halves
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Industry
CXMT hits production ceiling, dimming hopes of easing DRAM shortage
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Industry
Unitree shares slide 45% from post-IPO peak after 460% debut surge, raising robot bubble alarm
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Industry
YMTC parent CCSH prepares for Shanghai IPO after CXMT debut
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AI & Enterprise
Chinese technology becomes harder for global firms to ignore, from Apple to Ford
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Telecommunications & Media
U.S. smartphone sales fall 5 percent as price pressures hit budget models; premium Samsung and Motorola gain
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Telecommunications & Media
Smartphone makers push leasing and subscriptions as upgrade cycles lengthen
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AI & Enterprise
Tim Cook says Siri AI not ready in China as Apple rolls out Apple Intelligence first
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Industry
Tesla, Boston Dynamics gain as U.S. move hurts Chinese robot firms
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Industry
China warns of retaliation over tougher U.S. restrictions on humanoid robot imports
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Telecommunications & Media
iPhone 18 Pro Max parts cost could rise by up to $300, report says
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Industry
Samsung Electronics posts record quarterly operating profit above 89 trillion won, 400 trillion won annual target in focus