Chinese chipmaker CXMT reports Q1 revenue up 719% YoY to ~$7.5B, net profit up 1,688% to $3.6B, and says Omdia ranks it No. 4 in DRAM with a 7.67% global share
Omdia: Facebook, Instagram, YouTube, and TikTok now capture over 90% of social media ad revenue, with Meta accounting for 70% of the total
Facebook, Instagram, YouTube, and TikTok “capture over 90 percent of social media advertising revenues,” an Omdia analyst tells the StreamTV Europe gathering in Lisbon.
A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no cameras; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025
Omdia: global humanoid robot shipments rose more than 5x YoY in 2025 to ~13K units; China accounted for the vast majority, led by AgiBot shipping ~5,168 units
Omdia: global humanoid robot shipments rose more than 5x YoY in 2025 to ~13K units; China accounted for the vast majority, led by AgiBot shipping ~5,168 units
Humanoid robot makers in China accounted for the vast majority of the roughly 13,000 units shipped globally last year …
IDC: the global smartphone market grew 1% YoY in Q2, despite economic uncertainty and weak demand in China; Samsung led with 58M shipments, up 7.9% YoY
Again — With Massive Q2 2025 Growth Asif Iqbal Shaik / SamMobile : Samsung tops global smartphone market despite fierce competition Binay Konwar / SammyGuru : Samsung Leads Global Smartphone Shipments...
Omdia: by the end of 2024, TikTok generated ~$8B in ad revenue in the US and $63.3B globally, and surpassed 1.9B MAUs globally, including 145M MAUs in the US
Marta Balaga / Variety :
Omdia estimates Microsoft bought 485K of Nvidia's Hopper GPUs in 2024, ByteDance and Tencent bought ~230K each, Meta bought 225K, and Tesla/xAI bought ~200K
OpenAI's biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems
A look at Japan's role in the global chip battle; Omdia: Japanese companies account for nearly half of the world's six crucial semiconductor materials
Wall Street Journal :
A look at Japan's role in the global chip battle; Omdia: Japanese companies account for nearly half of the world's six crucial semiconductor materials
With subsidies and a $6 billion acquisition, Tokyo wants to make its companies indispensable in the global supply chain