Despite a decline in mobile phone shipments, sales increased sequentially for radio component suppliers but profits dropped.In product news, MediaTek broadened its cellular chipset portfolio to better compete with Qualcomm.
Apple M5 Pro Package Analysis: TSMC's SoIC-X F2F Hybrid Bonding in Consumer Computing
TechInsights analyzes the Apple M5 Pro APL1X15 package, revealing TSMC SoIC-X F2F hybrid bonding, CPU and GPU chiplets, silicon interposer routing, and verified die costs.
Why the AI Memory Shortage Could Keep DRAM and NAND Prices High for Years
AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.
DRAM Market Update Q2 2026: Why This Cycle Looks Different
Stronger-than-expected demand, rising AI memory requirements, evolving procurement models, and record profitability are transforming the DRAM market in ways that differ from those of previous cycles.
