Subject


Smartphones


2025-12-02

[News] Samsung MX Faces Galaxy S26 Cost Pressure as Memory Division Reportedly Sticks to Quarterly Pricing

Smartphones

With Galaxy S26 slated for release in 2026, Samsung’s MX Division, which oversees smartphone production, is grappling with sharply rising costs amid the ongoing “memory super-cycle,” while the company’s Device Solutions (DS) Division remains firmly focused on profitability. According to Seda...

2025-11-19

[News] Memory Crunch Hits Smartphones: Xiaomi Flags 2026 Price Hikes, Samsung Under Memory, AP Pressure

Smartphones

Xiaomi President Lu Weibing told analysts on November 18 that the company has secured full-year memory supply for 2026, but warned that shortages could push smartphone prices higher, with product costs reflecting the rise in components, according to ijiwei. Meanwhile, Maeil Business Newspaper report...

2025-11-18

[News] Memory Crunch Hits China: Xiaomi, Huawei Reportedly Tap Domestic Suppliers

Smartphones

Amid a reported DRAM shortage and price hikes for DDR4 and DDR5, China’s smartphone market is feeling the squeeze. According to 36Kr, one major domestic brand recently had 30–40% of its requested memory volumes slashed after submitting its demand forecast. So how is this playing out across China...

2025-11-17

[News] Memory Shortage Reportedly Triggers Order Caution from Smartphone Clients, Pressuring SMIC

Smartphones

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC...

2025-11-14

[News] Samsung Reportedly Targets 7 Million Foldable Units in 2026 on Z Fold 7 Momentum

Smartphones

As South Korean media outlets Business Korea and the Chosun Daily report that Samsung plans to unveil the “Galaxy Z TriFold,” a smartphone that folds twice, on December 5, more details have surfaced about the tech giant’s renewed ambitions in foldables. According to the Chosun Daily, Samsung a...

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