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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

Amazon’s Ring Unveils Flying Security Camera

Amazon’s Ring unit debuted a flying home security drone more than six years after first announcing the product, marking the brand’s belated entrance into the robotics segment. Chris Welch got an early look at the device that ships in January ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Amazon’s Ring unit debuted a flying home security drone more than six years after first announcing the product, marking the brand’s belated entrance into the robotics segment. Chris Welch got an early look at the device that ships in January
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Bloomberg Technology

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Google Cloud is launching Gemini for Health Care, an AI platform designed to connect fragmented information across hospitals, insurers and other health systems while reducing administrative work. Aashima Gupta, Global Leader of Healthcare at Google Cloud, discusses how Gemini can connect medical records, clinical guidelines and business systems, and how Google is building privacy, security and HIPAA compliance into the platform. She joins Riley Griffin on “Bloomberg Tech.”
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Bloomberg Technology

Washington Weighs Nvidia Fallout as China Concerns Grow

The controversy surrounding Nvidia CEO Jensen Huang is raising broader national security questions in Washington, from the potential exposure of sensitive information to concerns over the company’s dealings in China. Foundation for American Innovation senior fellow Ryan Fedasiuk discusses the questions he believes an independent investigation should examine and why the episode could add momentum…

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The controversy surrounding Nvidia CEO Jensen Huang is raising broader national security questions in Washington, from the potential exposure of sensitive information to concerns over the company’s dealings in China. Foundation for American Innovation senior fellow Ryan Fedasiuk discusses the questions he believes an independent investigation should examine and why the episode could add momentum to bipartisan efforts to tighten controls on the flow of advanced US chips to China. He joins Riley Griffin on “Bloomberg Tech.”
——–
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