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Smartphone Market Facing ‘Crisis Like No Other’: IDC’s Popal

New research from IDC forecasts that the global smartphone market will shrink 13% due to the crunch in memory chip supplies. Nabila Popal, senior research director at IDC, joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline…

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New research from IDC forecasts that the global smartphone market will shrink 13% due to the crunch in memory chip supplies. Nabila Popal, senior research director at IDC, joins Caroline Hyde on “Bloomberg Tech.”
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4 Comments

4 Comments

  1. @MaddyIndia

    February 28, 2026 at 6:36 pm

    Popat

  2. @Cyclops8-j7o

    March 1, 2026 at 3:29 am

    It is not just isolated to memory. The reality is smart. Phones are boring, and any advancements in the technology have reached its peak, and every thing has became very trivial. what I was doing on my phone five years ago is the very same activities today. also, there has been a desire to acknowledge and removed dependency of smart devices in peoples lives. Technology can be gimmicky also hacked as well as invasive to your privacy.

    • @Ddaszidan

      March 1, 2026 at 8:17 am

      Its way smarter even, cheap phone companies (from China) will be wiped out, samsung and apple will rule more, China cant make the high end phones without parts of samsung, so samsung focust more on memory card and chips for AI, they produce less for phones, they will squeeze the cheap phone market till they pop ( like a pinkle)

  3. @HoldMyBeerFam

    March 1, 2026 at 3:50 am

    You analysts should do your fkn jobs

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Bloomberg Technology

Don’t Give Up on AI Chips Yet, Says JoAnne Feeney

The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…

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The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”
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Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner

Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…

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Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only at the beginning of the AI investment cycle. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race’s next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.

00:00:00 – Bloomberg Tech Begins
00:01:25 – Ian King, Bloomberg News
00:04:11 – Peter Elstrom, Bloomberg News
00:07:39 – Stephanie Aliaga, JPMorgan Asset Management
00:13:34 – Lucas Shaw, Bloomberg News
00:16:10- Jessica Melugin, Competitive Enterprise Institute Center for Tech & Innovation
00:17:45 – Trump Bilateral meeting with Lebanon President
00:28:20 – Tyler Kendall, Bloomberg News
00:28:22 – JoAnne Feeney, Advisors Capital Partners
00:38:28 – Sameer Dholakia, Bessemer Venture Partners
00:46:41 – Jordan Fitzgerald, Bloomberg News
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“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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