Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for 2027, underscoring how tight supply is reshaping negotiations across DRAM, HBM, and server storage.
Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage weighed on handset makers and chipset vendors, according to Counterpoint Research.
Microsoft executives defended the company’s rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.
China’s AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world deployment, the focus is shifting toward cost efficiency, system integration and application delivery. Against this backdrop, Unisplendour is emerging as a key beneficiary of the buildout, though its long-term trajectory will depend on how effectively it converts infrastructure strength into sustainable commercial value.
No account yet?
Create an Account
