The Latest Breaking News from Counterpoint

Broadcom's AI Chip Business Is Booming, But Alphabet's Strategy Highlights 2 Key Risks

Broadcom faces rising competition as Alphabet diversifies its TPU suppliers to MediaTek, though growing Anthropic and OpenAI demand could offset this risk to AVGO's AI chip growth.

MarketBeat · 8h ago

A missed call for China is a loud wake-up call for desi companies

Indian smartphone brands Lava and Ai+ are gaining market share as Chinese rivals retreat amid soaring memory chip prices and shrinking demand. Domestic brands captured 7% of shipments in the September quarter, their highest share in nearly eight years. Government incentives and India's manufacturing expansion offer a boost, but technology,…

The Economic Times · 11h ago

iPhone Duo's entire first week stock pre-booked in India

Apple Store in BKC (Bandra Kurla Complex), Mumbai, and Saket, New Delhi, have clocked maximum number of pre-bookings for the ultra premium first foldable iPhone from the company's stable.

The Economic Times · Oct 23

First of its kind: a flagship Samsung phone topped Android in Q2 2026, Apple still leads overall

A flagship Samsung phone was the best-selling Android phone in Q2. That's the first time that's happened, but it's still a bit behind Apple.

Android Central · Aug 26

Global smartphone sales hit a major slump, except for this Android phone brand

Honor is gaining ground as Samsung leads globally, while Xiaomi, Oppo, and Vivo struggle with rising costs and shrinking demand.

Android Central · Aug 20

Smartphone prices rise as memory costs surge: Realme, Oppo, Vivo, Samsung, OnePlus hike rates

Smartphone prices are increasing due to higher component costs for manufacturers. Several brands like Realme and Samsung have already raised prices on select models. Consumers are becoming more cautious about spending and waiting for discounts. Sales have remained below previous levels, with promotions offering temporary relief.

The Economic Times · Aug 20

iPhone 18 Pro could see absolutely massive price hike according to researchers

Research firm releases report that hints at a potential massive price hike for the iPhone 18 Pro series.

Tom’s Guide · Aug 12

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

Samsung led with 25%, SK hynix followed at 22%, and Micron rounded out the top five.

Tom’s Hardware · Aug 12

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 · Aug 5

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 · Aug 5