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The Latest Breaking News from Counterpoint

Nvidia’s Next AI Gold Rush Is Here, And It Already Controls 92% Of It

Every country trying to escape American AI dominance is buying it wholesale. Nations are pouring billions into sovereign AI — domestic models, local data centers, infrastructure meant to keep sensitive data within their own borders — and nearly all of it runs on chips from one company: Nvidia Corp. (NASDAQ:NVDA).

Benzinga

EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two…

Benzinga

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

CXMT has seen massive growth by filling the mass-market hole left by the memory Big Three, and now gaming laptop brands want in.

GamesRadar

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The memory crisis just broke PC sales' growth streak — shipments dropped globally in Q2 2026, and only one PC brand saw any improvement

New findings from Counterpoint Research show that global PC shipments are finally seeing some seriously negative effects caused by the AI-driven RAM shortage. Only one Windows PC brand saw any growth, while everything else fell.

Windows Central

Fresh evidence from independent researchers confirms the first drop in PC shipments in over a year... and it's only going to get worse

This, despite Asus and Apple actually having increased shipments.

PC Gamer

India's smartphone shipments fall 10% in Q2, biggest June-quarter drop in six years

India's smartphone shipments saw a significant ten percent decline year-on-year. Rising memory prices forced brands to increase handset prices, impacting demand. The budget segment experienced a substantial forty-five percent drop in shipments. Samsung was the only major brand to achieve shipment growth during this period.

The Economic Times

Nothing leads India's smartphone growth in Q2 as shipments surge 105%: Report

Nothing led India's smartphone market growth in the second quarter of 2026. This surge followed strong demand for their Phone (4a) and Phone (4a) Pro models. Increased brand visibility came from sponsoring the Royal Challengers Bengaluru IPL franchise. Samsung also saw growth, while the overall market faces price challenges. Nothing…

The Economic Times

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Apple Defies Smartphone Slump With Record Market Share

Apple Inc. (NASDAQ:AAPL) continued to outperform the broader smartphone market in the second quarter, but analysts caution that the industry’s worsening memory shortage could weigh on demand for the rest of the year.

Benzinga

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

BENGALURU — Global ⁠smartphone ⁠shipments fell 11% in the second quarter to their lowest level for the period ‌since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research.

Bangkok Post

Global consumer Wi-Fi router shipments fell 6% in Q1 2026, down 34% from 2021 peak — mesh systems and gaming routers still prove popular

Global consumer Wi-Fi router shipments have declined 34 percent from their peak in 2021

Tom’s Hardware

Rocket Lab’s Iridium Deal Signals New Era of Space Industry Consolidation

Rocket Lab Corp.’s (NASDAQ:RKLB) proposed $8 billion acquisition of Iridium Communications Inc. (NASDAQ:IRDM) highlights a growing push toward consolidation and vertical integration across the satellite and space-connectivity industry, according to Counterpoint.

Benzinga

Global smartphone market faces record annual decline as chip crunch worsens

The global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due to a severe shortage of memory chips. The impact is hitting budget phones the hardest. Makers are shifting production to more profitable chips. This makes cheaper…

The Economic Times

Smartphone industry predicted to hit biggest low for 13 years thanks to memory crisis — and only Apple and Samsung are safe from extinction

The ongoing memory crisis risks eliminating low-cost smartphones, with the whole industry struggling as a result.

TechRadar

OnePlus is reportedly merging with Realme and 'evaluating' its future — but I'm convinced that this is fantastic news for Android fans

It's all doom and gloom in the Android world, with reports of OnePlus' imminent demise swirling — but looking forward, this could actually be a great development.

TechRadar

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Windows Central

"Significant negative impact": Global PC shipments actually grew in Q1 2026, but I'm not celebrating yet — here's why

A new study from Counterpoint Research explains why PC market growth in Q1 2026 is not indicative of how the rest of the year will go. Here's my breakdown of the situation.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

PC Gamer

Global PC sales forecast to dip by 5% in 2026 due to spiralling memory prices

But that's PCs as a whole, gaming PC sales might buck the trend.

PC Gamer

'There is no scenario where memory prices correct in the second half' of 2027, according to new market research

It's times like these we'll long to forget.

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Tom’s Guide

130-inch TVs are coming in 2026, but their price is going to shock you

130-inch TVs — like the gargantuan, 130-inch R95H Micro RGB TV from Samsung — are coming in 2026. According to a recent report, these TVs will likely cost at least 50% more than 115- and 116-inch TVs.

Tom’s Hardware

7x increase in memory costs fueling price increases in ISP-provided routers, gateways, and set-top boxes — home fiber rollouts may slow, and installations could become more expensive

7x DRAM price jump affecting ISP routers, gateways, and STBs

Android Central

Research projects a big 2026 for book-style foldables, and I can kind of see it

Research claimed that larger foldables could reign supreme in 2026 for the foldable market.

TechRadar

More RAM misery? The bad news keeps coming as analyst firm warns of an 'unprecedented and record-breaking surge' with price hikes

If you thought the RAM crisis was levelling off, think again — the next couple of months could be seriously painful.

Android Central

Pixel phones are expected to see strong growth in 2026 — and it feels good to see Google's bet paying off

Google Pixel is expected to outperform the broader market in year-over-year growth.

Digital Camera World

The world's best-selling phone packs a 48MP 26mm f/1.6 camera – but it's not the best for photography

Apple dominates the global top 10 smartphones of 2025, but Samsung's flagship still offers one of the most capable phone cameras on the market

Barchart

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

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