Tarun Pathak

Research Director/Telecom Analyst at Counterpoint Research covering Global Devices and Ecosystems Research.Reachable at
[email protected]

[Tarun Pathak @Tarunpathak]

Our journey to track end-to-end data covering the entire supply chain – from chip fabrication to devices to the end consumer gets even more exciting as we acquire Display Supply Chain Consultants (DSCC), the leader in advanced display market research

[Counterpoint Research @CounterPointTR]

We are thrilled to announce we have acquired Display Supply Chain Consultants (DSCC). They are now part of the Counterpoint Research family! 

Very excited to work alongside @DisplaySupply's leaders @DSCCRoss, Yoshio Tamura, @DSCCBob, their seasoned analysts and the rest of the team that makes DSCC so special.

Many of you already know them as the leading provider of data, insights and analysis for the display industry. Their team of veteran analysts and supply chain data coupled with our end-to-end industry coverage will enhance the depth and breadth of our supply chain research.

Thank you to all our clients, industry colleagues and friends, and of course our families who have made this possible – and to everyone else who have been following us on this journey for the past decade. 

Can’t wait to see what the next one holds!

@mobilekang @neiltwitz @MobilePeter

https://t.co/BtZiAUTxjM

#supplychain #displays #research #innovation #OLED #automotive #consumerelectronics #xr #ar #vr #insights

[Francis Wong （王硕） @FrancisRealme]

A lot is happening behind the scenes in the smartphone industry.
From the rise of AI to shifts in the global supply chain, the landscape is evolving faster than ever.
Sharing a few thoughts from our discussion on the trends shaping what's next.

[Mathures Paul @MathuresP]

WWDC this year has been a memorable one

https://t.co/P52Ao64u2Y

Thanks @Tarunpathak for your expert comments

#wwdc

[realme @realmeIndia]

Smartphone prices are rising. But what's really driving it?

From AI-driven memory demand and rising component costs to changing consumer behaviour, industry experts break down the forces reshaping the smartphone market and what it means for the future of pricing.

Featuring:
• @FrancisRealme: Head of Porduct Marketing, realme Global.
• @Tarunpathak: Reserach Director, Device & ecosystems, Counterpoint Research.
• @upasanaj_IDC: Senior Research Manager, IDC.
• Devinder Maheshwari: Founder, @beebomco.
• @fainalysis: Chief Analyst, Techarc.
• @DanishKh4n: Editor, Consumer tech & Telecom, @moneycontrolcom.

@CounterPointTR @IDC @techarcinsights

Watch the full conversation.

[Counterpoint Research @CounterPointTR]

𝐀𝐩𝐩𝐥𝐞'𝐬 𝐍𝐞𝐰 𝐒𝐢𝐫𝐢 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐌𝐚𝐣𝐨𝐫 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭 𝐟𝐫𝐨𝐦 𝐖𝐖𝐃𝐂𝟐𝟔

For two years, Siri updates have been stagnant. This year, Siri gets a much-needed boost from a more responsive and integrated Apple Intelligence.

𝐊𝐞𝐲 𝐟𝐞𝐚𝐭𝐮𝐫𝐞𝐬:
• Siri can now draw on multimodal user data, i.e., searching through voicemails, texts, and emails for answers.

• Siri also works across devices more efficiently: users can begin on one @Apple device and finish on another.

• On-screen awareness is used to ask Siri about images and give immediate feedback on details.

𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐨𝐭𝐞 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞:
https://t.co/gUbTS045yh

#Apple #WWDC26 #iOS27 #SiriAI #AppleIntelligence #AI

[NDTV Profit @NDTVProfitIndia]

How important is India for Starlink's global expansion plans?

Neil Shah, Co-Founder & VP Research, Counterpoint Research shares insights with @VikramOza in The Bottom Line.

[Neil Shah @neiltwitz]

As you can see from the above, @Apple is leveraging the FFN expert in NAND FLash as well.

This hybrid approach optimizes Apple Intelligence for memory-constraint devices or might not need loads of DRAM in future.

If the query is too complex will be pushed to AFM server-based models for private cloud computations.

#WWDC #WWDC26

$SNDK $MU $TSM $AAPL $GOOG

[Neil Shah @neiltwitz]

The best part of @Apple vertical hybrid AI AFM strategy is to make sure these models leverage:

✅Personal Context
✅Privacy
✅Optimisations for on-device AI (Apple Silicon + smaller footprint Memory)
✅ World Knowledge (as much as possible on device)

Apple has achieved following On‑Device architectural breakthroughs

✨Breaks DRAM limits using sparse expert routing per prompt //This is huge//

✨ Mix of always‑active shared experts + routed experts

✨Elastic inference: activates 1–4B parameters depending on task

✨ Enables large‑model behavior on consumer hardware

#WWDC #WWDC26

$AAPL $TSM $GOOG

[Neil Shah @neiltwitz]

Great insights from my colleague @mobilekang on @nvidia Jensen and crew Korea tour.

👉🏻Jensen’s Korea Tour - Securing AI Coalition & Chips over 🐓Chicken and 🍻Beer (Chimaek)

Jensen Huang is traveling through Korea making much fanfare on his four day trip which started June 5th. He is holding back-to-back meetings with the heads of major conglomerates over chicken and beer, the pairing called Chi-maek in Korea. This is right after Computex, Taipei so this signals the significance of Korea to Nvidia’s future strategy alongside Taiwan.

This trip was both a trip to secure supply and accelerate demand for the next wave of AI.

🌩️Hyperscalers: Dinner with the heads of LG, SK and Naver.

🎮Gaming: PC café visit with Chairmen of NCsoft and Krafton, Korea’s top gaming companies.

🤖Industrial Robots & Automation: First pitch at baseball game with Doosan group chairman alongside individual sessions with Hyundai Motor Group.

✨Memory Supply & more: Separate meetings SK Hynix to Samsung Electronics

Most important priorities and drivers for this visit thus far:

🎯 Supply Side: Securing Memory (HBM) for Next Generation NVIDIA AI Factories Infrastructure:

✨The keys to memory lies with Korea to break the “memory wall”.

✅ During Computex 2026 Jensen wrote  "PLEASE MAKE MORE" on a wafer in front of SK group Chairman Chey revealing his desire to source more. Nvidia is taking this opportunity to deepen its ties with Korea.


✅ With Vera Rubin ramping, HBM4 supply from @SKhynix and @Samsung alongside growing DRAM content for the Vera CPUs in Agentic Era is going to be the key choke points for NVIDIA's revenue.

✳️ According to @CounterPointTR Memory Tracker SK Hynix controls 57% of the global HBM market and Samsung aims to take some share away with HBM4 wins at NVIDIA.

✅ However, the bit and packaging remain the bottleneck. NVIDIA needs to guarantee priority allocation for upcoming HBM4 and HBM4E nodes, where design integration moves from traditional memory interfaces to advanced foundry base dies. This trip also gives Jensen, key insight into progress of Samsung’s HBM qualification status.

🎯 Demand Side: Physical AI & Sovereign AI are the key next markets with Korea a great case study for NVIDIA

✅ Physical AI is also an important reason for Jensen’s visit to Korea. Hyundai's robotics center, Doosan's humanoids, Boston Dynamics' Atlas hint that NVIDIA is considering Korea as a manufacturing-and-robotics proving ground. Korea's combination of heavy industry, automotive scale, and robotics gives it a unique angle that the US and Taiwan lack.

✅For NVIDIA, owning the software/simulation layer (Omniverse, foundation models) of the emerging humanoid industry is a strategic land-grab beyond GPUs for AI LLMs.

✅Jensen told media that “Robotics is going to be the next major sector here in Korea — this is a great opportunity for Korea to invest in AI.”

✅ @DoosanRobotics and NVIDIA have been expanding cooperation since declaring a strategic physical-AI partnership in October last year. Doosan is using NVIDIA's physical AI models on its construction, power, and robotics data.

✅ @Hyundai_Global and NVIDIA signed an MOU to advance domestic physical AI capabilities and agreed to invest $3 billion to establish an NVIDIA AI Technology Center and a Hyundai Motor Group Physical AI Application Center in Korea.

✅ Meetings with @NAVER_AI_Lab focus on securing localized LLMs optimized for East Asian enterprises. By supporting Naver, NVIDIA ensures high-margin infrastructure demand from regional enterprises that prefer domestic and sovereign cloud providers over US hyperscalers due to regulatory and data compliance mandates.

$NVDA $TSM

[Tarun Pathak @Tarunpathak]

The biggest differentiator here is the cross-platform play, backed by a firm promise of privacy. This is where Apple’s advantage lies #WWDC26

[Tarun Pathak @Tarunpathak]

All set #WWDC26. Will be on ground to catch all major updates from #WWDC26 with my colleague @JeffFieldhack @CounterPointTR

[Tarun Pathak @Tarunpathak]

Key Takeaways - #WWDC26
✅️While WWDC 2025 was defined by Liquid Glass, 2026 is all about Apple Intelligence + Siri AI
✅️With the dedicated app for Siri and a commitment to visual intelligence, Apple could vastly elevate the entire user experience

[Counterpoint Research @CounterPointTR]

𝗔𝗽𝗽𝗹𝗲 𝗻𝗼𝘄 𝗵𝗮𝘀 𝗼𝘃𝗲𝗿 𝟰𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲-𝗰𝗮𝗽𝗮𝗯𝗹𝗲 𝗶𝗣𝗵𝗼𝗻𝗲𝘀 𝗶𝗻 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀’ 𝗵𝗮𝗻𝗱𝘀

𝖠𝗌 𝖶𝖶𝖣𝖢 ‘𝟤𝟨 𝖻𝖾𝗀𝗂𝗇𝗌, 𝗍𝗁𝖾 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗂𝗌 𝗈𝗇 𝖿𝗈𝗋 @Apple 𝗍𝗈 𝖿𝗂𝗇𝖺𝗅𝗅𝗒 𝖽𝖾𝗅𝗂𝗏𝖾𝗋 𝖺 𝗌𝗆𝖺𝗋𝗍𝖾𝗋, 𝗋𝖾𝗏𝖺𝗆𝗉𝖾𝖽 𝖲𝗂𝗋𝗂 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾 𝖺𝗇𝖽 𝖽𝖾𝖿𝗂𝗇𝖾 𝗂𝗍𝗌 𝖠𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝖾𝗋𝖺 𝗈𝖿 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌.

𝗜𝗻 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵, 𝘄𝗲 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁 𝘁𝗵𝗮𝘁
• 𝖠𝗉𝗉𝗅𝖾 𝗁𝖺𝗌 𝗍𝗁𝖾 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗇𝗎𝗆𝖻𝖾𝗋 𝗈𝖿 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗐𝗂𝗍𝗁 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗐𝗁𝗂𝖼𝗁 𝖺𝗋𝖾 𝖼𝖺𝗉𝖺𝖻𝗅𝖾 𝗈𝖿 𝖦𝖾𝗇𝖠𝖨 𝖺𝗌 𝖼𝗈𝗆𝗉𝖺𝗋𝖾𝖽 𝗍𝗈 𝖺𝗇𝗒 𝗈𝗍𝗁𝖾𝗋 𝖻𝗋𝖺𝗇𝖽.

• 𝖳𝗁𝖾 𝖺𝗋𝗋𝗂𝗏𝖺𝗅 𝗈𝖿 𝖠𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝗂𝗌 𝗂𝗆𝗆𝗂𝗇𝖾𝗇𝗍, 𝖺𝗇𝖽 𝗍𝗁𝗂𝗌 𝖼𝗈𝗎𝗅𝖽 𝖿𝗎𝗇𝖽𝖺𝗆𝖾𝗇𝗍𝖺𝗅𝗅𝗒 𝖺𝗅𝗍𝖾𝗋 𝗁𝗈𝗐 𝗁𝗎𝗆𝖺𝗇𝗌 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾𝗂𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌.

• 𝖠𝗉𝗉𝗅𝖾 𝗆𝗎𝗌𝗍 𝗌𝗁𝗈𝗐𝖼𝖺𝗌𝖾 𝗎𝗌𝖾 𝖼𝖺𝗌𝖾𝗌 𝗐𝗁𝗂𝖼𝗁 𝗌𝗈𝗅𝗏𝖾 𝗉𝗋𝖺𝖼𝗍𝗂𝖼𝖺𝗅 𝗉𝗋𝗈𝖻𝗅𝖾𝗆𝗌 𝖺𝗇𝖽 𝗎𝗉𝗅𝗂𝖿𝗍 𝗍𝗁𝖾 𝗎𝗌𝖾𝗋 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾 𝗐𝗂𝗍𝗁𝗈𝗎𝗍 𝖼𝗈𝗆𝗉𝗋𝗈𝗆𝗂𝗌𝗂𝗇𝗀 𝗈𝗇 𝗉𝗋𝗂𝗏𝖺𝖼𝗒.

• 𝖢𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝗂𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗆𝗈𝗏𝗂𝗇𝗀 𝖺𝗁𝖾𝖺𝖽, 𝖺𝗇𝖽 𝖠𝗉𝗉𝗅𝖾 𝗆𝗎𝗌𝗍 𝖻𝖾 𝗋𝖾𝖺𝖽𝗒 𝗍𝗈 𝖿𝗈𝗅𝗅𝗈𝗐 𝗌𝗐𝗂𝖿𝗍𝗅𝗒.

𝖮𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖳𝖺𝗋𝗎𝗇 𝖺𝗇𝖽 𝖩𝖾𝖿𝖿 𝖺𝗋𝖾 𝗈𝗇-𝗀𝗋𝗈𝗎𝗇𝖽 𝖺𝗍 𝖶𝖶𝖣𝖢, 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌, 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌, 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌 𝗂𝗇 𝗋𝖾𝖺𝗅 𝗍𝗂𝗆𝖾.

𝖮𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 Tarun Pathak (@Tarunpathak) 𝖺𝗇𝖽 Jeff Fieldhack (@JeffFieldhack) 𝖺𝗋𝖾 𝗈𝗇-𝗀𝗋𝗈𝗎𝗇𝖽 𝖺𝗍 𝖶𝖶𝖣𝖢, 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌, 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌, 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌 𝗂𝗇 𝗋𝖾𝖺𝗅 𝗍𝗂𝗆𝖾.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗣𝗥 𝗵𝗲𝗿𝗲: https://t.co/gvw0ZzfsG7

𝗙𝗼𝗿 𝗺𝗲𝗱𝗶𝗮 𝗶𝗻𝗾𝘂𝗶𝗿𝗶𝗲𝘀, 𝗲𝘅𝗽𝗲𝗿𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆, 𝗼𝗿 𝗼𝗻-𝗴𝗿𝗼𝘂𝗻𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗪𝗪𝗗𝗖 ‘𝟮𝟲, 𝗿𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝘁𝗼 𝘂𝘀 𝗮𝘁: [email protected]

#𝖶𝖶𝖣𝖢 #𝖠𝗉𝗉𝗅𝖾 #𝖲𝗂𝗋𝗂 #𝗂𝖯𝗁𝗈𝗇𝖾 #𝖠𝗀𝖾𝗇𝗍𝗂𝖼𝖠𝖨

[Elon Musk @elonmusk]

India’s birth rate has fallen below replacement.

Among those most educated, India’s birth rate fell below replacement many years ago.

[Neil Shah @neiltwitz]

Got to ask Jensen his thoughts on how and when Physical AI will see an inflection point - during @nvidia Analyst Q&A this week -

Question:

“Physical AI has picking up in the factory, the autonomous vehicles.

But to cross the chasm into unstructured human spaces with humanoids like an average home or highly dynamic medical environments, what is the missing link, is it the dexterity, world models or lack of data to train the robots?

When shall we see the “Useful AI” moment for Physical AI like we are seeing with the Agentic AI?”

Jensen:

“We will see rapid integration of Agentic AI into Physical AI and the agentic framework he highlighted during the keynote will start applying to spatial or physical applications from autonomous vehicles to humanoids.”

He elaborated in detail on the importance of “reasoning” capabilities for autonomous cars and robots. The Agentic AI is the foundation along with the world models such as Alpameyo. He nicely tied the cloud, the PC, the car, and the humanoid to one agentic blueprint.

“Every edge device will become autonomous. We are not far away from inflection points for Physical AI.”

“In next two years be ready for Physical AI to reach an inflection point.”

$NVDA

[Counterpoint Research @CounterPointTR]

𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁’𝘀 𝗦𝗼𝗹𝗮𝗿𝗮 𝘀𝗶𝗴𝗻𝗮𝗹𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗳𝗿𝗼𝗺 𝗮𝗽𝗽-𝗯𝗮𝘀𝗲𝗱 𝗨𝗜𝘀 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜

𝖬𝗂𝖼𝗋𝗈𝗌𝗈𝖿𝗍 (@Microsoft) 𝗁𝖺𝗌 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝖾𝖽 𝗍𝗐𝗈 𝗇𝖾𝗐 𝗋𝖾𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗎𝗇𝖽𝖾𝗋 𝖯𝗋𝗈𝗃𝖾𝖼𝗍 𝖲𝗈𝗅𝖺𝗋𝖺, 𝗍𝗈 𝖽𝖾𝗆𝗈𝗇𝗌𝗍𝗋𝖺𝗍𝖾 𝗁𝗈𝗐 𝖠𝖨-𝗇𝖺𝗍𝗂𝗏𝖾 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝖼𝖺𝗇 𝗌𝗍𝗋𝖾𝖺𝗆𝗅𝗂𝗇𝖾 𝗐𝗈𝗋𝗄𝖿𝗅𝗈𝗐𝗌.

• 𝖠 𝖬𝖾𝖽𝗂𝖺𝖳𝖾𝗄 (@MediaTek) -𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝗌𝗆𝖺𝗋𝗍 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝖺𝗌 𝖺 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝗇𝗍 𝖠𝖨 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝗈𝗇 𝖿𝗈𝗋 𝗈𝖿𝖿𝗂𝖼𝖾 𝖾𝗇𝗏𝗂𝗋𝗈𝗇𝗆𝖾𝗇𝗍𝗌, 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖼𝗈𝗇𝗍𝖾𝗑𝗍-𝖺𝗐𝖺𝗋𝖾 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝖼𝖾, 𝖿𝖺𝖼𝗂𝖺𝗅 𝗋𝖾𝖼𝗈𝗀𝗇𝗂𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾-𝗀𝗋𝖺𝖽𝖾 𝗌𝖾𝖼𝗎𝗋𝗂𝗍𝗒 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝖢𝗈𝗉𝗂𝗅𝗈𝗍 𝖺𝗀𝖾𝗇𝗍𝗌.

• 𝖠 𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆 (@Qualcomm)-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖠𝖨 𝖲𝗆𝖺𝗋𝗍 𝖡𝖺𝖽𝗀𝖾 𝖿𝗈𝗋 𝖿𝗋𝗈𝗇𝗍𝗅𝗂𝗇𝖾 𝗐𝗈𝗋𝗄𝖾𝗋𝗌, 𝗈𝖿𝖿𝖾𝗋𝗂𝗇𝗀 𝗁𝖺𝗇𝖽𝗌-𝖿𝗋𝖾𝖾, 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝖼𝖾 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗏𝗈𝗂𝖼𝖾, 𝗌𝖾𝗇𝗌𝗈𝗋𝗌, 𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝖾𝗑𝗍𝗎𝖺𝗅 𝖺𝗐𝖺𝗋𝖾𝗇𝖾𝗌𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗁𝖾𝖺𝗅𝗍𝗁𝖼𝖺𝗋𝖾, 𝗋𝖾𝗍𝖺𝗂𝗅, 𝖺𝗇𝖽 𝖿𝗂𝖾𝗅𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌.

𝖳𝗁𝖾 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗂𝗌 𝗉𝖺𝗋𝗍𝗂𝖼𝗎𝗅𝖺𝗋𝗅𝗒 𝗋𝖾𝗅𝖾𝗏𝖺𝗇𝗍 𝖿𝗈𝗋 𝖾𝗇𝗏𝗂𝗋𝗈𝗇𝗆𝖾𝗇𝗍𝗌 𝗐𝗁𝖾𝗋𝖾 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖺𝗋𝖾 𝗋𝖾𝗌𝗍𝗋𝗂𝖼𝗍𝖾𝖽 𝗈𝗋 𝗂𝗆𝗉𝗋𝖺𝖼𝗍𝗂𝖼𝖺𝗅, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝖿𝖺𝖼𝗍𝗈𝗋𝗂𝖾𝗌, 𝗐𝖺𝗋𝖾𝗁𝗈𝗎𝗌𝖾𝗌, 𝗁𝖾𝖺𝗅𝗍𝗁𝖼𝖺𝗋𝖾 𝖿𝖺𝖼𝗂𝗅𝗂𝗍𝗂𝖾𝗌, 𝖺𝗇𝖽 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗌𝗂𝗍𝖾𝗌, 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝖲𝗈𝗅𝖺𝗋𝖺 𝖺𝗌 𝖺 𝖼𝗈𝗆𝗉𝗅𝖾𝗆𝖾𝗇𝗍𝖺𝗋𝗒 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖠𝖨 𝖽𝖾𝗏𝗂𝖼𝖾 𝗋𝖺𝗍𝗁𝖾𝗋 𝗍𝗁𝖺𝗇 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗋𝖾𝗉𝗅𝖺𝖼𝖾𝗆𝖾𝗇𝗍.

𝖳𝗈 𝗋𝖾𝖺𝖽 𝗆𝗈𝗋𝖾 𝖺𝖻𝗈𝗎𝗍 𝖲𝗈𝗅𝖺𝗋𝖺, 𝗏𝗂𝗌𝗂𝗍: https://t.co/UresSTV8Cv

#𝖬𝗂𝖼𝗋𝗈𝗌𝗈𝖿𝗍 #𝖲𝗈𝗅𝖺𝗋𝖺 #𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆 #𝖬𝖾𝖽𝗂𝖺𝖳𝖾𝗄 #𝖢𝗈𝖯𝗂𝗅𝗈𝗍

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗶𝘀 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝘁𝗼 𝗔𝗽𝗽𝗹𝗲 𝗪𝗪𝗗𝗖 𝟮𝟬𝟮𝟲

𝖠𝗉𝗉𝗅𝖾’𝗌 𝖶𝗈𝗋𝗅𝖽𝗐𝗂𝖽𝖾 𝖣𝖾𝗏𝖾𝗅𝗈𝗉𝖾𝗋𝗌 𝖢𝗈𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝟤𝟢𝟤𝟨 𝗄𝗂𝖼𝗄𝗌 𝗈𝖿𝖿 𝗍𝗁𝗂𝗌 𝖬𝗈𝗇𝖽𝖺𝗒, 𝖺𝗇𝖽 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗁𝗂𝗀𝗁 𝖺𝗋𝗈𝗎𝗇𝖽 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝗉𝗉𝗅𝖾 𝖨𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖠𝖨-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖲𝗂𝗋𝗂 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌.

𝖮𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗈𝗇 𝗀𝗋𝗈𝗎𝗇𝖽, 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌, 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝖺𝗇𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝖿𝗂𝗋𝗌𝗍𝗁𝖺𝗇𝖽. 𝖧𝖺𝗏𝗂𝗇𝗀 𝖼𝗅𝗈𝗌𝖾𝗅𝗒 𝗍𝗋𝖺𝖼𝗄𝖾𝖽 𝖠𝗉𝗉𝗅𝖾’𝗌 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝖺𝖼𝗋𝗈𝗌𝗌 𝖠𝖨, 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇, 𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇 𝗍𝗋𝖾𝗇𝖽𝗌 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗈𝗎𝗋 𝗈𝗇𝗀𝗈𝗂𝗇𝗀 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌, 𝗈𝗎𝗋 𝗍𝖾𝖺𝗆 𝖻𝗋𝗂𝗇𝗀𝗌 𝖽𝖾𝖾𝗉 𝗉𝖾𝗋𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾 𝗂𝗇𝗍𝗈 𝗐𝗁𝖺𝗍 𝗍𝗁𝖾𝗌𝖾 𝗎𝗉𝖽𝖺𝗍𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝗆𝖾𝖺𝗇 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒.

𝗠𝗲𝗲𝘁 𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝘀 𝗮𝘁 𝗪𝗪𝗗𝗖 𝟮𝟬𝟮𝟲:
• Tarun Pathak (@Tarunpathak) – 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋

• Jeff Fieldhack (@JeffFieldhack) – 𝖦𝖾𝗇𝖾𝗋𝖺𝗅 𝖬𝖺𝗇𝖺𝗀𝖾𝗋

𝖥𝗈𝗋 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗈𝗇 𝖠𝗉𝗉𝗅𝖾, 𝖠𝖨, 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾, 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝗎𝗌 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍.

𝗙𝗼𝗿 𝗳𝘂𝗿𝘁𝗵𝗲𝗿 𝗶𝗻𝗾𝘂𝗶𝗿𝗶𝗲𝘀, 𝗿𝗲𝗮𝗰𝗵 𝘂𝘀 𝗮𝘁: 𝗉𝗋𝖾𝗌𝗌@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆

𝗧𝗼 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲 𝗯𝘆 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗦𝗲𝗴𝗺𝗲𝗻𝘁𝘀 (𝗩𝗼𝗹𝘂𝗺𝗲 & 𝗥𝗲𝘃𝗲𝗻𝘂𝗲): https://t.co/sISyO8oPd6

#𝖶𝖶𝖣𝖢𝟤𝟢𝟤𝟨 #𝖠𝗉𝗉𝗅𝖾 #𝖠𝗉𝗉𝗅𝖾𝖨𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾 #𝖲𝗂𝗋𝗂 #𝖠𝖨 #𝗂𝖯𝗁𝗈𝗇𝖾 #𝖢𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝖳𝖾𝖼𝗁 #𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁

[Counterpoint Research @CounterPointTR]

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝗔𝗜 𝗺𝗼𝘃𝗲𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝘀𝗰𝗿𝗲𝗲𝗻𝘀 𝗮𝗻𝗱 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝘄𝗼𝗿𝗹𝗱?

𝖨𝗇 𝗁𝗂𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝗂𝗇𝗍𝖾𝗋𝗏𝗂𝖾𝗐 𝗐𝗂𝗍𝗁 @CNBC's 𝖲𝗊𝗎𝖺𝗐𝗄 𝖡𝗈𝗑 𝖠𝗌𝗂𝖺 𝗐𝗂𝗍𝗁 Chery Kang (@cherykang) 𝖺𝗇𝖽 Amanda Drury (@MandyCNBC), 𝗈𝗎𝗋 𝖵𝗂𝖼𝖾 𝖯𝗋𝖾𝗌𝗂𝖽𝖾𝗇𝗍 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 Neil Shah (@neiltwitz) 𝖾𝗑𝗉𝗅𝗈𝗋𝖾𝗌 𝗁𝗈𝗐 𝖾𝗆𝖻𝗈𝖽𝗂𝖾𝖽 𝖠𝖨, 𝗅𝗒𝗂𝗇𝗀 𝖺𝗍 𝗍𝗁𝖾 𝗂𝗇𝗍𝖾𝗋𝗌𝖾𝖼𝗍𝗂𝗈𝗇 𝗈𝖿 𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖺𝗇𝖽 𝖠𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨, 𝗂𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗈𝗇𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒’𝗌 𝗆𝗈𝗌𝗍 𝗂𝗆𝗉𝗈𝗋𝗍𝖺𝗇𝗍 𝖿𝗋𝗈𝗇𝗍𝗂𝖾𝗋𝗌.

𝗧𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗱𝗶𝘃𝗲𝘀 𝗶𝗻𝘁𝗼:
• 𝖠𝖨 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍𝗌 𝗍𝗈 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝗉𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗋𝖾𝖺𝗅 𝗐𝗈𝗋𝗅𝖽

• 𝖲𝗈𝗎𝗍𝗁 𝖪𝗈𝗋𝖾𝖺 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖺𝗌 𝖺 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼 𝗁𝗎𝖻 𝖿𝗈𝗋 𝗌𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖠𝖨 𝖺𝗇𝖽 𝗉𝗋𝗈𝗍𝖾𝖼𝗍𝖾𝖽 𝗇𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾

• 𝖭𝖵𝖨𝖣𝖨𝖠’𝗌 𝖾𝗑𝗉𝖺𝗇𝖽𝗂𝗇𝗀 𝗂𝗇𝖿𝗅𝗎𝖾𝗇𝖼𝖾 𝗂𝗇 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝗌𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖠𝖨 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒

𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: https://t.co/Nik0L6Rt3G

#𝖭𝖵𝖨𝖣𝖨𝖠 #𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅𝖠𝖨 #𝖤𝗆𝖻𝗈𝖽𝗂𝖾𝖽𝖠𝖨

[Utsav Techie @utsavtechie]

Global DRAM revenue nearly reached the $100 billion mark in Q1 2026 as AI demand pushed memory prices sharply higher, according to Counterpoint Research

The biggest growth came from HBM (High Bandwidth Memory) used in AI GPUs and data centers, while traditional DRAM prices also surged due to tight supply

Samsung regained the top spot in the DRAM market, followed by SK Hynix and Micron, with all three benefiting from booming AI infrastructure spending

[Counterpoint Research @CounterPointTR]

𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝘅 𝟮𝟬𝟮𝟲: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 & 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 𝗥𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲

𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑 𝟤𝟢𝟤𝟨 𝗄𝗂𝖼𝗄𝗌 𝗈𝖿𝖿 𝗇𝖾𝗑𝗍 𝗐𝖾𝖾𝗄, 𝖩𝗎𝗇𝖾 𝟤 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝖩𝗎𝗇𝖾 𝟧, 𝖺𝗇𝖽 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖺𝗋𝖾 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗈𝗇 𝗍𝗁𝖾 𝗀𝗋𝗈𝗎𝗇𝖽 𝗉𝖺𝗋𝗍𝗂𝖼𝗂𝗉𝖺𝗍𝗂𝗇𝗀 𝗂𝗇 𝖻𝗋𝗂𝖾𝖿𝗂𝗇𝗀𝗌 𝖺𝗇𝖽 𝗉𝗋𝖾-𝗌𝗁𝗈𝗐 𝖺𝖼𝗍𝗂𝗏𝗂𝗍𝗂𝖾𝗌. 𝖠𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖺𝗇𝖽 𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖠𝖨 𝖺𝗋𝖾 𝗋𝖾𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝖢𝗈𝗆𝗉𝗎𝗍𝖾, 𝖺𝗇𝖽 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗁𝖺𝗏𝖾 𝗈𝗎𝗍𝗅𝗂𝗇𝖾𝖽 𝗌𝗈𝗆𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗁𝖾𝖺𝖽 𝗈𝖿 𝗍𝗁𝖾 𝗌𝗁𝗈𝗐, 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗁𝗈𝗐 𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑 𝗁𝖺𝗌 𝖾𝗏𝗈𝗅𝗏𝖾𝖽 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗒𝖾𝖺𝗋𝗌 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖿𝗋𝗈𝗆 𝖾𝖽𝗀𝖾 𝗍𝗈 𝖼𝗅𝗈𝗎𝖽.

𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
• @nvidia 𝖱𝖾𝗆𝖺𝗂𝗇𝗌 𝗂𝗇 𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍

• 𝖢𝖯𝖴 𝗍𝗈 𝖡𝖾𝖼𝗈𝗆𝖾 𝗍𝗁𝖾 𝖡𝖺𝖼𝗄𝖻𝗈𝗇𝖾 𝗈𝖿 𝖠𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾

• 𝖡𝗋𝖾𝖺𝗄𝗂𝗇𝗀 𝗍𝗁𝖾 𝖢𝗈𝗉𝗉𝖾𝗋 𝖶𝖺𝗅𝗅: 𝗍𝗁𝖾 𝖭𝖾𝗑𝗍 𝖡𝗂𝗀 𝖥𝗈𝖼𝗎𝗌, 𝖺𝗇𝖽 𝖲𝗂𝗅𝗂𝖼𝗈𝗇 𝖯𝗁𝗈𝗍𝗈𝗇𝗂𝖼𝗌 𝖶𝗂𝗅𝗅 𝖡𝖾 𝗍𝗁𝖾 𝖪𝖾𝗒

• 𝖳𝗁𝖾 𝖠𝖨 𝖯𝖢 𝖬𝖺𝗋𝗄𝖾𝗍 𝖨𝗌 𝖡𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝖯𝗈𝗅𝖺𝗋𝗂𝗓𝖾𝖽

• 𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅 𝖠𝖨 𝖶𝗂𝗅𝗅 𝖠𝖽𝖽 𝖺 𝖭𝖾𝗐 𝖣𝗂𝗆𝖾𝗇𝗌𝗂𝗈𝗇 𝗍𝗈 𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/xYuqDinsjk

𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁𝘀 𝗯𝘆 𝗲𝗺𝗮𝗶𝗹𝗶𝗻𝗴 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁’𝘀 𝗧𝗮𝗶𝘄𝗮𝗻 𝗣𝗥 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹 𝗮𝘁 𝘀𝗵𝗶𝗿𝗹𝗲𝘆.𝗰𝗵𝗲𝗻𝗴@𝗰𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵.𝗰𝗼𝗺 𝗼𝗿 𝗰𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲:
https://t.co/4xHOThSb8G

#𝖠𝖨 #𝖠𝖲𝖨𝖢 #𝖧𝖯𝖢 #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌 #𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑𝟤𝟢𝟤𝟨 #𝖥𝗈𝗎𝗇𝖽𝗋𝗒 #𝖠𝖨𝖯𝖢 #𝖣𝖺𝗍𝖺𝖢𝖾𝗇𝗍𝖾𝗋𝗌 #AgenticAI #PhysicalAI

[Ritesh Bendre @GadgetFreak4U]

Moving things to Automotive, there are two platform series in Dimensity AX Cockpit - C Series and S Series.
C-X1 to feature @nvidia GPU and support for AAA Games
S1 Ultra to support omni-modal models and integrated cabin connectivity
The platforms will feature NR-NTN, 5G, Wi-Fi 8 and Dual Bluetooth connectivity options.