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IDC Sees Smartphone Market Crash on Chip Crunch | Bloomberg Tech: Asia 2/27/2026

The unintended consequences of the memory chip shortage are escalating. A report by market research firm IDC forecasts a 13% contraction in the smartphone market, with the crisis lasting until 2027. Bloomberg Tech: Asia speaks with IDC’s Bryan Ma on their report. Macquarie’s Daniel Kim also discusses the outlook for the Korean memory chip giants…

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The unintended consequences of the memory chip shortage are escalating. A report by market research firm IDC forecasts a 13% contraction in the smartphone market, with the crisis lasting until 2027. Bloomberg Tech: Asia speaks with IDC’s Bryan Ma on their report. Macquarie’s Daniel Kim also discusses the outlook for the Korean memory chip giants Samsung and SK Hynix.

Chapters:
00:00:00 – The memory shortage of 2026
00:03:22 – IDC’s Bryan Ma on the looming smartphone market contraction
00:10:24 – Macquarie’s Daniel Kim on the Korean chipmaker dominance
00:18:41 – Kioxia’s Stacy Smith on the NAND outlook
00:20:48 – China’s chip firms to watch this year
——–
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Bloomberg Technology

Khosla Ventures Bets on AI’s Next Frontier: Science

Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…

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Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also discusses why soaring technology valuations are forcing venture investors to rethink what “seed stage” even means. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Meta Safety Trial Could Reveal What Zuckerberg, Others Knew

Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…

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Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the biggest consequence may not be the potential financial penalty, but what internal documents reveal about what Meta knew and when. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…

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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Shirin Ghaffary & Liana Baker, Bloomberg News
00:05:55 – Sarah Frier, Bloomberg News
00:08:23 – Ryan Gould, Bloomberg News
00:11:59 – Erika Klauer, Science and Technology Partners
00:18:07 – Brody Ford, Bloomberg News
00:19:49 – Peter Elstrom, Bloomberg News
00:23:41 – Mary Anne Franks, George Washington University Law School
00:29:49 – Ryan Vlastelica, Bloomberg News
00:32:41 – Samir Kaul, Khosla Ventures
00:41:02 – Kunjan Sobhani, Bloomberg Intelligence
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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