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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

Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026

Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the…

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Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.
——–
“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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Bloomberg Technology

What To Expect From the Artemis II Launch

NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…

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NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for.
——–
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Bloomberg Technology

Rivian Electric Bike Spinoff Signs Deal with DoorDash

Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.”
——–
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