Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will decline significantly, with some dropping by as much as 15–20%. For smartphone chip suppliers, this is expected to translate into considerable revenue pressure.

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist, but over who ultimately governs the limits of how advanced AI systems are used in classified environments.

The TCL P7L series steps forward as the company’s newest global QLED lineup, blending upgraded quantum‑dot materials, advanced panel engineering, and a broad suite of AI‑driven features to position itself as a premium yet accessible option in the 2026 TV market. The series spans six sizes and is built around a slim, uni‑body design that emphasizes minimal bezels and a clean, modern aesthetic. TCL…