Tom Kang

[Tom Kang @mobilekang]

AI servers using Nvidia GPUs are the majority. 60% of all AI servers shipped in 2025 relied heavily on GPUs. But that is changing. Nvidia based servers will fall to almost 40% in 2027. The majority of AI servers will be running on ASICs! Check out the report. #AI #ASIC #servers

[Tom Kang @mobilekang]

Samsung Galaxy S26 trending 13% higher than S25! It looks like the new GS26 is selling more than its predecessor. The privacy display seems to be a winner. More detail in the blog post.
https://t.co/flkhRdYdeA

[Tom Kang @mobilekang]

https://t.co/6z7S8XGJPK

[Tom Kang @mobilekang]

AI servers using Nvidia GPUs are the majority. 60% of all AI servers shipped in 2025 relied heavily on GPUs. But that is changing. Nvidia based servers will fall to almost 40% in 2027. The majority of AI servers will be running on ASICs! Check out the report. #AI #ASIC #servers

[Tom Kang @mobilekang]

Airpods with cameras? Sounds wild but it could be more of a sensory thing than one for recording. If Apple does it I'd trust it would treat my data well. :) $Apple @Apple #airpods

[Counterpoint Research @CounterPointTR]

The next Apple AirPods will come with a camera! If it really happens, it will be a major enhancement for Physical AI. Our Principal Analyst @anshikajain41 talks about the concerns about privacy.

[Tom Kang @mobilekang]

Mobile NAND prices are going up up up, almost 90% in Q2! https://t.co/kBhyJOkdov

[Tom Kang @mobilekang]

I saw news about NAND prices falling almost 40% MoM. These are spot prices. Actually just noise as they fluctuate regardless of real supply and demand. Contract prices actually are rising during this period. Check these monthly contract price trackers!
https://t.co/gMVWqHSkm2

[Tom Kang @mobilekang]

Memory market booming! The top 3 makers made more money than the UK FTSE 100 and almost as much as the Nikkei 225 in Q1 2026.

[Neil Shah @neiltwitz]

Perspective:

The Memory & AI Super Cycle has allowed the key suppliers to rake in profits bigger than many companies and even combined profits of listed companies in a market.

As we can see now "Big Three" memory vendor Samsung, SK Hynix, and Micron are operating at a sovereign scale.

Their combined Q1 operating profit for Q1 2026 reached $80.8 Billion.

To put that in perspective, in just 90 days, these three companies out-earned the entire corporate sectors of major global indices:

✨Memory Big 3: $80.8B

🇯🇵 Japan (Nikkei 225): $88.0B

🇬🇧UK (FTSE 100): $66.5B

🇮🇳 India (BSE/NSE): $42.0B

Driven by the transition to Agentic AI, HBM has become the high-margin utility of the global infrastructure build-out. When three vendors produce nearly double the profit of 5,000+ listed companies in a market like India, the power balance of the global tech stack has fundamentally shifted.

#Semiconductors #HBM #AI #SupplyChain #EarningsSeason

$MU

@CounterPointTR

[Tom Kang @mobilekang]

@MohitOpinion Great post Mohit! Can you explain a bit more on the AI cost problem for Cloudflare?

[Tom Kang @mobilekang]

The more you use AI the more your stock price plummets. My colleague Marc discusses the irony of AI. The companies that are most vulnerable are burning the most tokens and so far to no avail. Is there no way out for companies like Duolingo?

[Marc Einstein @MarcEinsteinAI]

On October 7th last year a list of @OpenAI's 30 1 trillion token users was leaked and companies like @duolingo, @shoppify_sa and @salesforce were hailed as pioneers in AI tokenomics. But markets have not been kind since then to the 7 companies on that list who are public (except for @datadog). Is Wall Street overreacting or is #AgenticAI coming for everyone's lunch?

[Tom Kang @mobilekang]

https://t.co/H35CRTnH8q

[Tom Kang @mobilekang]

AI has its next casualty. First education (Chegg). Next legal (LegalZoom). Now finance. Claude has 10 agent templates for finance and the industry is embracing it. JP Morgan, Goldman, AIG all have adopted. It is now embedded in the Infra. SAP and SalesForce will probably be next.

[Tom Kang @mobilekang]

I'm going to Barcelona this year. Let me know if you want to meet up! I am available Mar 3-5.

[Counterpoint Research @CounterPointTR]

Our Research Director Tom Kang will be in Barcelona during MWC 2026 (March 1–5), engaging with industry leaders and analysing the global technology landscape.

With deep expertise spanning smartphones, geopolitics, macroeconomic trends, and technology strategy, Tom will be connecting with stakeholders to share insights and discuss key themes, including:
• Global smartphone market dynamics and competitive positioning
• The intersection of geopolitics and the tech supply chain
• Macroeconomic trends shaping device demand and innovation cycles
• Long-term technology strategies across the ecosystem

𝐁𝐨𝐨𝐤 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐓𝐨𝐦 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐦𝐚𝐫𝐤𝐞𝐭 𝐨𝐮𝐭𝐥𝐨𝐨𝐤𝐬, 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬, 𝐚𝐧𝐝 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐬𝐡𝐢𝐟𝐭𝐬: https://t.co/jHOnvUidUq

𝐑𝐞𝐚𝐝 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐌𝐖𝐂 𝐁𝐚𝐫𝐜𝐞𝐥𝐨𝐧𝐚 𝟐𝟎𝟐𝟔 𝐄𝐯𝐞𝐧𝐭 𝐡𝐞𝐫𝐞:
https://t.co/SuWr6gtIEy

#MWC2026 #TechStrategy #Geopolitics #MacroTrends #SupplyChain @mwc

[Neil Shah @neiltwitz]

Apple technically extends its iPhone 16 series down to mainstream price points replacing iPhone SE which is better positioning

iPhone SE share of total iPhones over the years:

2016: 10%
2020: 13%
2024: 1%

Possibly #iPhone16E will boost Apple’s volume share and possibly drive more Apple Services revenues.

[Tom Kang @mobilekang]

Let's meet at Barcelona! #MWC2025

[Counterpoint Research @CounterPointTR]

Meet Counterpoint Research at MWC Barcelona, 2025

Counterpoint Research will be attending MWC Barcelona, 2025. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunications sector and understand how our leading research and services can help your business.

Here is the list of analysts attending the event:

✅Tom Kang  -  Research Director & Co-Founder Devices, Semi, #AI
✅Peter Richardson - VP Research & Co-Founder    Devices, Semi, AI, #XR and Tech Strategies
✅Neil Shah - VP Research & Co-Founder  -  Devices, Semi, AI, Datacenters, #Automotive, #IoT
✅Marc Einstein  -  Research Director  -  AI, Telcos, IoT, Devices, Enterprises
✅Jeff Fieldhack - Research Director - Telcos, Devices, Semi
✅Tarun Pathak  -  Research Director -   Devices. IoT, AI
✅Mohit Agrawal  -  Research Director   - AI, Telcos, IoT, Devices, Enterprises
✅Liz Lee  -  Associate Director  -  Devices, Semi, Automotive
✅Gareth Owen  -  Associate Director  -  AI, Semi, Telcos & Datacenters
✅Jan Stryjak  -  Associate Director  -  Devices. Sustainability & Telcos
✅Tina Lu  -  Principal Analyst -   Devices, IoT & Telcos
✅Karn Chauhan  -  Senior Analyst  -  Devices
✅Archie Zhang  -  Senior Analyst  -  Devices, Macro

#MWC25 @4YFN_MWC

[Tom Kang @mobilekang]

My interview is based on this report: Memory solutions for AI - dynamics in HBM. https://t.co/YwAlPZLVz7

[Counterpoint Research @CounterPointTR]

Continuing on today's Samsung-memory theme, Tom Kang spoke with Bloomberg's 'The Asia Trade', highlighting:
📌How Samsung is resolving #HBM heat issues
📌Whether investors should be enthusiastic
📌When we might see top-line results from the fix

And if you're interested in the technical aspects of semis manufacturing, you might enjoy reading our recent Whitepaper with #LamResearch on their Innovative Cryogenic Etching Tech: https://t.co/q7PKaYSF7m

@mobilekang @business @Samsung @LamResearch

[Tom Kang @mobilekang]

Another pivot. Tecno's robo dog!
#MWC2024 #TECNO

[Tom Kang @mobilekang]

Xiaomi's new car! Smartphone vendors seriously pivoting now.
#MWC2024 #XiaomiSU7

[Tom Kang @mobilekang]

Thinnest foldable in the world! Honor Magic V2 available in q1 2024. Really thin 9.9mm but battery is the real innovation which is 5000 mAh. It uses silicon carbon! Spotted at #SnapdragonSummit #honor

[Tom Kang @mobilekang]

Interviewing Qualcomm SVP of
compute and gaming, Kedar Kondap at #SnapdragonSummit Big expectations on the X Elite chip using the Oryon CPU.

[Tom Kang @mobilekang]

Recap of day 1 of #SnapdragonSummit by Kedar, SVP QCOM