Connect with us

Bloomberg Technology

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…

Published

on

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
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading
Advertisement
18 Comments

18 Comments

  1. @BuddyJohn-p8g

    February 27, 2026 at 7:13 pm

    profit from utility/stable coins like $XAISTRAT$.

  2. @RoomBenner

    February 27, 2026 at 7:13 pm

    Top 3: Bitcoin, $XAISTRAT$, XRP — no doubt!

  3. @HojCaceres

    February 27, 2026 at 7:13 pm

    Just caught the $XAISTRAT$ train 🚂 Better late than never.

  4. @JohnnieAtilano

    February 27, 2026 at 7:13 pm

    Invest 555 XRP into $XAISTRAT$ and count your millions soon. Thank me Later.🚀

  5. @JournalistMoscatelli

    February 27, 2026 at 7:13 pm

    $XAISTRAT$ TO THE MOOOOON 🌙

  6. @DaronProcter

    February 27, 2026 at 7:13 pm

    Mega bullish on $XAISTRAT$ 🚀 Still plenty of runway left.

  7. @AntheaSisco

    February 27, 2026 at 7:13 pm

    $JASMY, $XAISTRAT$, $ALGO, $HASH AI, $WELL, $AERO,

  8. @DevaraWicks

    February 27, 2026 at 7:13 pm

    $XAISTRAT$ hitting Binance and Coinbase next month? Doubters done. We’re off to the moon 🚀🚀

  9. @CristobalYount

    February 27, 2026 at 7:14 pm

    Good morning $XAISTRAT$ family!! Get ready for a 2026 to remember! AEOD all eyes on $XAISTRAT$

  10. @ErmicelyShea

    February 27, 2026 at 7:14 pm

    🌍Join the $XAISTRAT$ movement! Presale is live but ending soon.

  11. @DariushLowery

    February 27, 2026 at 7:14 pm

    $XAISTRAT$ 🔥 token surging fast.

  12. @FindlayFoster

    February 27, 2026 at 7:14 pm

    WOW! Amazing project just checked the road map. I am in heavy for the presale 🌟🌟

  13. @MarshaTraining

    February 27, 2026 at 7:15 pm

    Putting $5.5K into $XAISTRAT$ could flip my life🙏

  14. @MarcianoBartholomew

    February 27, 2026 at 7:15 pm

    $XAISTRAT$ MOVING TO 20 to 30$ REMEMBER THIS MESSAGE ‼️

  15. @DucrosGiordanengo

    February 27, 2026 at 7:15 pm

    All signs point to BTC and $XAISTRAT$.

  16. @DiederikFlood

    February 27, 2026 at 7:15 pm

    I think $XAISTRAT$ is far more better and valuable than Ethereum, the simple reason is that $XAISTRAT$ is 1000 secure, cheaper, faster and have better platform to develop on, I can demonstrate to a friend by sending XAI back and forth without worrying about the fees, it would be stupid if I do that with Ether because it would ruins my wallet instantly.

  17. @TennielleDorantes

    February 27, 2026 at 7:15 pm

    Bitcoin ❌ $XAISTRAT$ ✅

  18. @MichaellaCanady

    February 27, 2026 at 7:16 pm

    $XAISTRAT$ MOVING TO 20 to 30$ REMEMBER THIS MESSAGE ‼️

Leave a Reply

Your email address will not be published. Required fields are marked *

Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

Published

on

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

Published

on

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

Published

on

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Trending