CXMT seeks US$4.1bn in China’s biggest 2026 IPO for DDR5, HBM
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China’s top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
Apple’s Broadcom deal extension shows wireless independence remains a distant dream
Apple’s decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand
Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.
Samsung eyes broader Exynos 2700 use in Galaxy S27
Planet Technology reports June revenue growth as it expands cybersecurity lineup
GlobalWafers says wafer demand is improving as chip cycle heals
Rebellions’ IPO plan tests market appetite for inference chips
Memory costs slash low-end phone output and pressure PA shipments
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.