Xiaomi, Oppo and Vivo have told suppliers they will again cut shipment targets by up to 30% because of memory costs and shortages, reports the Nikkei. Xiaomi was looking to ... The post China phone companies drop 2026 shipment forecasts appeared first on Electronics Weekly.
The semiconductor market divide between AI-driven infrastructure demand and traditional end markets is growing, says Counterpoint’s Q2 Lead Times report. While the market, in general, is experiencing a return to ... The post Non-AI lead times normalising appeared first on Electronics Weekly.
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The optical transceiver market is expected to grow to more than $112 billion by 2031, driven primarily by AI infrastructure deployments, says Yole Group. AI is reshaping the competitive ... The post AI transforming optical receiver market appeared first on Electronics Weekly.
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Cumulative AI RAN revenue is projected to reach $35 billion over the next five years (2026-2030) is not expected to expand the overall RAN market, says Dell’Oro. “AI RAN is ... The post AI will enhance the RAN but won’t expand RAN market appeared first on Electronics Weekly.
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