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The Latest Breaking News from Counterpoint Research

China's Dancing Robot Star Unitree Heads For A Record IPO. Investors Want In.

Unitree has raised about $905 million ahead of its Shanghai market debut, with demand for shares exceeding the amount available by more than 8,000 times as China pushes deeper into humanoid robotics.

International Business Times

iPhone 18 Pro could see absolutely massive price hike according to researchers

Research firm releases report that hints at a potential massive price hike for the iPhone 18 Pro series.

Tom’s Guide

SK Hynix Makes a New $38 Billion AI Bet: Memory Plants For South Korea

SK Hynix is making one of its biggest bets yet on the artificial intelligence boom, announcing plans to invest 54 trillion Korean won, or about $38.1 billion, to expand its memory chip manufacturing capacity.

International Business Times

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China memory chipmaker CXMT's shares soar in blockbuster listing

Shares of CXMT, China's largest memory chipmaker, soared on Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years.

Euronews

How memory chipmaker CXMT became the most valuable company in mainland China

CXMT becomes China's most valuable listed company after blockbuster Shanghai debut

The Independent UK

The memory crisis just broke PC sales' growth streak — shipments dropped globally in Q2 2026, and only one PC brand saw any improvement

New findings from Counterpoint Research show that global PC shipments are finally seeing some seriously negative effects caused by the AI-driven RAM shortage. Only one Windows PC brand saw any growth, while everything else fell.

Windows Central

China's CXMT targets global DRAM giants with record $8.5 billion IPO

Chinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it seeks to challenge the dominance of Samsung Electronics, SK hynix and Micron Technology, The Korea Herald reported.

The Economic Times

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OnePlus exits Europe, North America as the 'flagship killer' fights for relevance

OnePlus is withdrawing from Europe and North America as part of a global strategy adjustment. This move follows reports of parent company Oppo restructuring its smartphone business operations. India remains a key market for OnePlus, with local operations continuing as usual. The company once defined the premium Android market with…

The Economic Times

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

BENGALURU — Global ⁠smartphone ⁠shipments fell 11% in the second quarter to their lowest level for the period ‌since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research.

Bangkok Post

Apple Price Hike Hits MacBooks and iPads With Increases of Up to $300 as AI Boom Drives Costs Higher

Apple has increased prices for MacBook and iPad models due to rising memory and storage costs linked to AI demand, with UK prices rising by up to £300 and US prices by up to $300.

International Business Times UK

Apple agrees to submit India financials in long-pending antitrust case

The case is Apple's most high-profile regulatory headache in India, a key growth market where it has rapidly expanded iPhone production as it diversifies beyond China. The iPhone accounts for 9% of India's smartphone market, from about 2% five years ago, according to Counterpoint Research data.

The Economic Times

Waiting for your dream phone to get cheaper? That moment may never come

Smartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are launching at higher prices and staying that way. Budget phones are seeing downgrades to control costs. Consumers may need to buy when they need a phone, as big…

The Economic Times

The Galaxy S26 is selling better than the S25, but Samsung may be pushing its luck

Samsung's Galaxy S26 had a killer launch thanks to early Ultra hype, but a $100 price hike might just have tanked its momentum.

Android Central

"Significant negative impact": Global PC shipments actually grew in Q1 2026, but I'm not celebrating yet — here's why

A new study from Counterpoint Research explains why PC market growth in Q1 2026 is not indicative of how the rest of the year will go. Here's my breakdown of the situation.

Windows Central

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Android Central

Samsung raised prices on the Galaxy S26, and it doesn't seem to matter

The Galaxy S26 Ultra is driving most of the early demand in the U.S. market.

PC Gamer

MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026

The memory supply crisis will likely get worse before it gets better, though.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

Apple's iPhone Fold could spell the death of the flip phone – analysts suggest a new era of mobile is coming

It looks like one type of folding phone will become the default standard – and it's not clamshells

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Android Central

Research projects a big 2026 for book-style foldables, and I can kind of see it

Research claimed that larger foldables could reign supreme in 2026 for the foldable market.

TechRadar

More RAM misery? The bad news keeps coming as analyst firm warns of an 'unprecedented and record-breaking surge' with price hikes

If you thought the RAM crisis was levelling off, think again — the next couple of months could be seriously painful.

Android Central

Pixel phones are expected to see strong growth in 2026 — and it feels good to see Google's bet paying off

Google Pixel is expected to outperform the broader market in year-over-year growth.

Barchart

Apple Just Claimed the Top Spot in the Chinese Smartphone Market. What Does That Mean for AAPL Stock in 2026?

Despite competition concerns, Apple had the top market share in Q4 in China, per Counterpoint Research.

Android Central

Google's Pixel had a good 2025, but it still trails the big phone makers

Google had a good year for Pixel, but market share realities show there's still a long way to go.

Android Central

Samsung had five best-selling smartphones in Q3 2025 — and none were flagships

Apple's iPhone 16 series dominated the smartphone market in Q3 2025, but Samsung made a strong push in the midrange space.

Benzinga

Apple CEO Tim Cook Says Q1 Will Be 'Best Ever': New China Singles' Day Data Could Back Him Up

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.

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