𝗖𝗵𝗶𝗻𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗛𝗶𝘁 𝟭𝟰-𝗬𝗲𝗮𝗿 𝗟𝗼𝘄 𝗶𝗻 𝗤𝟯 𝟮𝟬𝟮𝟲 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝗉𝗋𝖾𝗅𝗂𝗆𝗂𝗇𝖺𝗋𝗒 𝖽𝖺𝗍𝖺 𝖿𝗋𝗈𝗆 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁’𝗌 𝖬𝖺𝗋𝗄𝖾𝗍 𝖬𝗈𝗇𝗂𝗍𝗈𝗋 𝖳𝗋𝖺𝖼𝗄𝖾𝗋, 𝖢𝗁𝗂𝗇𝖺’𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟣𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖺 𝟣𝟦-𝗒𝖾𝖺𝗋 𝗅𝗈𝗐 𝖺𝗆𝗂𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌. @HuaweiMobile 𝖺𝗇𝖽 @Apple 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝟦𝟢% 𝗈𝖿 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝖽𝖾𝗇𝗂𝗇𝗀 𝗍𝗁𝖾𝗂𝗋 𝗅𝖾𝖺𝖽 𝗈𝗏𝖾𝗋 𝗋𝗂𝗏𝖺𝗅𝗌 𝖺𝗇𝖽 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗉𝗋𝖾𝗌𝖾𝗇𝖼𝖾 𝗂𝗌 𝖺 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝖺𝖽𝗏𝖺𝗇𝗍𝖺𝗀𝖾 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗋𝗂𝗌𝗂𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • @Huawei 𝗆𝖺𝗂𝗇𝗍𝖺𝗂𝗇𝖾𝖽 𝗂𝗍𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗅𝖾𝖺𝖽𝖾𝗋𝗌𝗁𝗂𝗉 𝗂𝗇 𝖰𝟥, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝖺 𝗋𝖾𝗅𝖺𝗍𝗂𝗏𝖾𝗅𝗒 𝗌𝗍𝖺𝖻𝗅𝖾 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝗌𝗂𝗇𝖼𝖾 𝖲𝖾𝗉𝗍𝖾𝗆𝖻𝖾𝗋 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗐𝖾𝗂𝗀𝗁 𝗈𝗇 𝖰𝟦 𝗌𝖺𝗅𝖾𝗌.   • 𝖳𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟪 𝖯𝗋𝗈 𝗌𝖾𝗋𝗂𝖾𝗌 𝗌𝖺𝗐 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀 𝖾𝖺𝗋𝗅𝗒 𝗅𝖺𝗎𝗇𝖼𝗁 𝗂𝗇 𝖢𝗁𝗂𝗇𝖺, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗍𝗁𝖾 𝖽𝖾𝗅𝖺𝗒𝖾𝖽 𝖻𝖺𝗌𝖾 𝗆𝗈𝖽𝖾𝗅 𝗅𝖺𝗎𝗇𝖼𝗁 𝖺𝗇𝖽 𝖺 𝗇𝖺𝗋𝗋𝗈𝗐𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 𝗀𝖺𝗉 𝗐𝗂𝗍𝗁 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖠𝗇𝖽𝗋𝗈𝗂𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝗐𝗁𝗂𝖼𝗁 𝖾𝗇𝗁𝖺𝗇𝖼𝖾𝖽 𝗂𝗍𝗌 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝖺𝗉𝗉𝖾𝖺𝗅.   • 𝖶𝗂𝗍𝗁 𝖻𝗈𝗍𝗁 𝖠𝗉𝗉𝗅𝖾 𝖺𝗇𝖽 𝖧𝗎𝖺𝗐𝖾𝗂 𝗃𝗈𝗂𝗇𝗂𝗇𝗀 𝗍𝗁𝖾 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾, 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖽𝗂𝖿𝖿𝗂𝖼𝗎𝗅𝗍 𝖿𝗈𝗋 𝖮𝖤𝖬𝗌 𝗍𝗈 𝖺𝖻𝗌𝗈𝗋𝖻 𝗂𝗇𝗍𝖾𝗋𝗇𝖺𝗅𝗅𝗒, 𝗉𝗎𝗍𝗍𝗂𝗇𝗀 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗈𝗇 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗖𝗵𝗶𝗻𝗮 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘃𝗲𝗻𝗱𝗼𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁: counterpointresearch.com/en/… 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #China #Huawei #Apple #iPhone18Pro  #CounterpointResearch #MemoryCrisis @Honorglobal @oppo @Vivo_GLOBAL @Xiaomi

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗧𝗖 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟲: 𝗟𝗲𝘁'𝘀 𝗧𝗮𝗹𝗸 𝗔𝗜, 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 𝖠𝗌 𝖠𝖨 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾, @NVIDIAGTC 𝖡𝖾𝗋𝗅𝗂𝗇 𝗈𝖿𝖿𝖾𝗋𝗌 𝖺𝗇 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀, 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆. 𝖮𝗎𝗋 𝖵𝖯 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁, @neil_shah, 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 NVIDIA 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇 𝗂𝗇 𝖦𝖾𝗋𝗆𝖺𝗇𝗒 𝖿𝗋𝗈𝗆 𝖮𝖼𝗍𝗈𝖻𝖾𝗋 𝟤𝟢–𝟤𝟤, 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗂𝗅 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗅𝖾 𝗍𝗈 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾𝗌𝖾 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒. 𝖠𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇? 𝖲𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖭𝖾𝗂𝗅 𝖻𝗒 𝖾𝗆𝖺𝗂𝗅𝗂𝗇𝗀 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝖾𝗑𝖼𝗁𝖺𝗇𝗀𝖾 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗍𝗋𝖾𝗇𝖽𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖠𝖨 𝖺𝗇𝖽 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖾𝗌. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗧𝗵𝗲 $𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸: 𝗠𝗲𝗺𝗼𝗿𝘆 𝗪𝗮𝗹𝗹 — 𝗡𝗩𝗜𝗗𝗜𝗔'𝘀 𝗡𝗩𝗛𝗕𝗠 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗕𝗮𝘀𝗲 𝗗𝗶𝗲: counterpointresearch.com/en/… #NVIDIAGTC #GTCBerlin #AI #Semiconductors #NVIDIA

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟬 – 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟲, 𝟮𝟬𝟮𝟲) 𝖠𝗉𝗉𝗅𝖾 𝗆𝗈𝗏𝖾𝖽 𝗂𝗇𝗍𝗈 𝗍𝗁𝖾 𝗌𝗆𝖺𝗋𝗍-𝗁𝗈𝗆𝖾 𝗋𝖺𝖼𝖾, 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗁𝗂𝗍 𝗍𝗁𝖾𝗂𝗋 𝗐𝗈𝗋𝗌𝗍 𝗍𝗁𝗂𝗋𝖽 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗂𝗇 𝟣𝟦 𝗒𝖾𝖺𝗋𝗌, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗍𝗈𝖼𝗄𝗌 𝗍𝗈𝗈𝗄 𝖺 𝖻𝖾𝖺𝗍𝗂𝗇𝗀, 𝖺𝗇𝖽 𝖲𝗍𝖺𝗋𝗅𝗂𝗇𝗄’𝗌 𝖨𝗇𝖽𝗂𝖺 𝗉𝗅𝖺𝗇𝗌 𝗌𝗍𝖺𝗒𝖾𝖽 𝗌𝗍𝗎𝖼𝗄. 𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗀𝖺𝗂𝗇𝖾𝖽 𝗈𝗏𝖾𝗋 𝟧𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟣𝟫 𝗈𝖿 𝗍𝗁𝖾𝗆 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟪 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Reuters, @CNBC, @BBC 𝖺𝗇𝖽 @nytimes, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗍𝗈𝗉 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. @neil_shah, @MohitOpinion, @Shilpijain30 𝖺𝗇𝖽 @liz_tech on- • 𝖠𝗉𝗉𝗅𝖾’𝗌 𝗌𝗆𝖺𝗋𝗍-𝗁𝗈𝗆𝖾 𝗉𝗎𝗌𝗁 𝖺𝗇𝖽 𝗂𝗍𝗌 𝖠𝖨 𝗁𝗎𝖻 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 • 𝖳𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝖾𝗆𝖺𝗇𝖽 • 𝖨𝗇𝖽𝗂𝖺’𝗌 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗂𝗇𝗍𝖾𝗋𝗇𝖾𝗍 𝗆𝖺𝗋𝗄𝖾𝗍 • 𝖳𝗁𝖾 “𝖭𝖾𝗐 𝖭𝗈𝗋𝗆𝖺𝗅” 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗒𝖼𝗅𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝖽𝗈𝗐𝗇𝗍𝗎𝗋𝗇 𝗅𝗈𝗈𝗄𝗌 𝗅𝗂𝗄𝖾 • 𝖸𝖬𝖳𝖢’𝗌 𝖼𝗅𝗂𝗆𝖻 𝗍𝗈 𝖭𝗈. 𝟥 𝗂𝗇 𝖭𝖠𝖭𝖣 (𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖽𝖺𝗍𝖺) 𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬: 𝗥𝗲𝘂𝘁𝗲𝗿𝘀: reuters.com/business/retail-… reuters.com/world/asia-pacif… 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗧𝗶𝗺𝗲𝘀: nytimes.com/2026/10/14/busin… 𝗖𝗡𝗕𝗖: cnbc.com/2026/10/14/tech-gia… cnbc.com/2026/10/15/memory-s… 𝗦𝗲𝗲 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽 #𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍 #𝖠𝖨 #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖠𝗉𝗉𝗅𝖾 #𝖲𝗆𝖺𝗋𝗍𝖧𝗈𝗆𝖾 #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌 #𝖭𝖠𝖭𝖣

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: 𝗦𝗻𝗮𝗽𝗱𝗿𝗮𝗴𝗼𝗻 𝗫 𝗦𝗲𝗿𝗶𝗲𝘀 - 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗔𝗜 𝗣𝗖𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 𝗘𝗿𝗮, 𝗚𝗼𝗼𝗴𝗹𝗲𝗯𝗼𝗼𝗸 & 𝗟𝗶𝗻𝘂𝘅 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝖠𝗍 𝗍𝗁𝖾 @Snapdragon 𝖲𝗎𝗆𝗆𝗂𝗍 𝟤𝟢𝟤𝟨 𝗂𝗇 𝖬𝖺𝗎𝗂, 𝖱𝗂𝗍𝖾𝗌𝗁 𝖡𝖾𝗇𝖽𝗋𝖾 (@GadgetFreak4U) 𝗌𝖺𝗍 𝖽𝗈𝗐𝗇 𝗐𝗂𝗍𝗁 𝖭𝗂𝗍𝗂𝗇 𝖪𝗎𝗆𝖺𝗋, 𝖵𝖯 𝗈𝖿 𝖯𝗋𝗈𝖽𝗎𝖼𝗍 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝖿𝗈𝗋 𝖢𝗈𝗆𝗉𝗎𝗍𝖾 𝖺𝗍 @Qualcomm, 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷 𝖲𝖾𝗋𝗂𝖾𝗌 𝗂𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀. 𝗧𝗵𝗲𝘆 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗲𝗱: • 𝖳𝗁𝖾 𝗌𝗁𝗂𝖿𝗍 𝖿𝗋𝗈𝗆 𝖠𝖨 𝖯𝖢𝗌 𝗍𝗈 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖺𝗇𝖽 𝗐𝗁𝗒 𝗌𝗒𝗌𝗍𝖾𝗆-𝗅𝖾𝗏𝖾𝗅 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝗆𝖺𝗍𝗍𝖾𝗋𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝖭𝖯𝖴 𝖳𝖮𝖯𝖲. • 𝖦𝗈𝗈𝗀𝗅𝖾𝖻𝗈𝗈𝗄 𝖺𝗇𝖽 𝗂𝗍𝗌 𝖦𝖾𝗆𝗂𝗇𝗂-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. • 𝖳𝗁𝖾 𝗇𝖾𝗐 @Microsoft 𝖲𝗎𝗋𝖿𝖺𝖼𝖾 𝖫𝖺𝗉𝗍𝗈𝗉 𝟣𝟥-𝗂𝗇𝖼𝗁 𝖺𝗇𝖽 𝖲𝗎𝗋𝖿𝖺𝖼𝖾 𝖯𝗋𝗈 𝟣𝟤-𝗂𝗇𝖼𝗁 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖻𝗒 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷𝟤 𝖯𝗅𝗎𝗌. • 𝖭𝖺𝗍𝗂𝗏𝖾 @Linux 𝗌𝗎𝗉𝗉𝗈𝗋𝗍 𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖷𝟤 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆, 𝗈𝗉𝖾𝗇𝗂𝗇𝗀 𝗎𝗉 𝗇𝖾𝗐 𝗉𝗈𝗌𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝖾𝗋𝗌. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲: youtu.be/iKOM98IDOks 𝗔𝗹𝘀𝗼 𝘄𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗚𝗼𝗼𝗴𝗹𝗲𝗯𝗼𝗼𝗸 𝗱𝗲𝗺𝗼 𝘀𝗵𝗼𝘄𝗰𝗮𝘀𝗶𝗻𝗴 𝗔𝗜 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗶𝗻 𝗮𝗰𝘁𝗶𝗼𝗻: youtu.be/5X4kmUjAVlg #SnapdragonSummit #SnapdragonXSeries #AgenticAI #AIPC #Qualcomm #GoogleBook #MicrosoftSurface #Linux #OnDeviceAI

𝗝𝗼𝗶𝗻 𝗔𝗳𝗿𝗶𝗰𝗮 𝗧𝗲𝗰𝗵 𝗙𝗲𝘀𝘁𝗶𝘃𝗮𝗹 𝟮𝟬𝟮𝟲. 𝗕𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘄𝗵𝗮𝘁'𝘀 𝗻𝗲𝘅𝘁 𝗳𝗼𝗿 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗶𝗻 𝗔𝗳𝗿𝗶𝗰𝗮. 𝖠𝖿𝗋𝗂𝖼𝖺 𝖳𝖾𝖼𝗁 𝖥𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝗋𝖾𝗍𝗎𝗋𝗇𝗌 𝗍𝗈 𝖢𝖺𝗉𝖾 𝖳𝗈𝗐𝗇 𝖿𝗋𝗈𝗆 𝟣𝟩-𝟣𝟫 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟤𝟢𝟤𝟨, 𝖻𝗋𝗂𝗇𝗀𝗂𝗇𝗀 𝗍𝗈𝗀𝖾𝗍𝗁𝖾𝗋 𝗍𝗁𝖾 𝗉𝖾𝗈𝗉𝗅𝖾, 𝗂𝖽𝖾𝖺𝗌 𝖺𝗇𝖽 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝖠𝖿𝗋𝗂𝖼𝖺'𝗌 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝖿𝗎𝗍𝗎𝗋𝖾. 𝖡𝗎𝗂𝗅𝗍 𝖺𝗋𝗈𝗎𝗇𝖽 𝗌𝗂𝗑 𝖼𝗈𝗋𝖾 𝗉𝗂𝗅𝗅𝖺𝗋𝗌: 𝖳𝖾𝗅𝖾𝖼𝗈𝗆𝗌 & 𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝗋𝖾𝗌 & 𝖢𝗅𝗈𝗎𝖽 𝖲𝖾𝗋𝗏𝗂𝖼𝖾𝗌, 𝖠𝗋𝗍𝗂𝖿𝗂𝖼𝗂𝖺𝗅 𝖨𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖢𝗒𝖻𝖾𝗋𝗌𝖾𝖼𝗎𝗋𝗂𝗍𝗒, 𝖲𝗍𝖺𝗋𝗍𝗎𝗉𝗌, 𝖺𝗇𝖽 𝖣𝗂𝗀𝗂𝗍𝖺𝗅 𝖳𝗋𝖺𝗇𝗌𝖿𝗈𝗋𝗆𝖺𝗍𝗂𝗈𝗇, 𝗍𝗁𝖾 𝖿𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝖼𝗈𝗏𝖾𝗋𝗌 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌, 𝗍𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝗆𝗈𝗏𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗈𝗇𝗍𝗂𝗇𝖾𝗇𝗍 𝖿𝗈𝗋𝗐𝖺𝗋𝖽. 𝖫𝖾𝖺𝖽𝗂𝗇𝗀 𝗌𝗉𝖾𝖺𝗄𝖾𝗋𝗌, 𝖾𝗑𝗉𝖾𝗋𝗍-𝗅𝖾𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇𝗌, 𝖺𝗇 𝗂𝗇𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝖾𝗑𝗉𝗈, 𝖺𝗇𝖽 𝗁𝗂𝗀𝗁-𝗏𝖺𝗅𝗎𝖾 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗂𝗇𝗀, 𝖠𝖿𝗋𝗂𝖼𝖺 𝖳𝖾𝖼𝗁 𝖥𝖾𝗌𝗍𝗂𝗏𝖺𝗅 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌 𝗍𝗁𝖾 𝗅𝖾𝖺𝖽𝖾𝗋𝗌, 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌𝖾𝗌 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇 𝗂𝗇𝗍𝗈 𝖺𝖼𝗍𝗂𝗈𝗇. 𝗚𝗲𝘁 𝟮𝟬% 𝗼𝗳𝗳 𝗼𝗻 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗮𝗻𝗱 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 𝗣𝗮𝘀𝘀 𝗼𝗿 𝗰𝗹𝗮𝗶𝗺 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗣𝗮𝘀𝘀. 𝗨𝘀𝗲 𝗰𝗼𝗱𝗲 𝗖𝗥𝟮𝟲 𝗮𝘁 𝗰𝗵𝗲𝗰𝗸𝗼𝘂𝘁. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗡𝗼𝘄 africatechfestival.informafe… #AfricaTechFestival #ATF2026

𝗦𝘂𝗿𝘃𝗲𝘆: 𝟲 𝗶𝗻 𝟭𝟬 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗕𝘂𝘆𝗲𝗿𝘀 𝗔𝘄𝗮𝗿𝗲 𝗼𝗳 𝗣𝗿𝗶𝗰𝗲 𝗛𝗶𝗸𝗲𝘀; 𝟱𝟬% 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗗𝗲𝗮𝗹𝘀 𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖺𝗇𝗇𝗎𝖺𝗅 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝗌𝗎𝗋𝗏𝖾𝗒 𝗋𝖾𝗏𝖾𝖺𝗅𝗌 𝗍𝗁𝖺𝗍 𝟨𝟥% 𝗈𝖿 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗉𝗅𝖺𝗇𝗇𝗂𝗇𝗀 𝗍𝗈 𝖻𝗎𝗒 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗌𝗂𝗑 𝗆𝗈𝗇𝗍𝗁𝗌 𝗁𝖺𝗏𝖾 𝗇𝗈𝗍𝗂𝖼𝖾𝖽 𝗉𝗋𝗂𝖼𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝗌. 𝖱𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝖺𝗋𝖾 𝖺𝖽𝖽𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾, 𝗉𝗋𝗈𝗆𝗉𝗍𝗂𝗇𝗀 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗍𝗈 𝖽𝖾𝗅𝖺𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾𝗌 𝖺𝗇𝖽 𝗐𝖺𝗂𝗍 𝖿𝗈𝗋 𝗆𝖺𝗃𝗈𝗋 𝗌𝖺𝗅𝖾𝗌 𝖾𝗏𝖾𝗇𝗍𝗌 𝗍𝗈 𝗌𝖾𝖼𝗎𝗋𝖾 𝖻𝖾𝗍𝗍𝖾𝗋 𝖽𝖾𝖺𝗅𝗌. 𝖮𝗎𝗋 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗌 𝗍𝗁𝖺𝗍 𝖻𝗒 𝗍𝗁𝖾 𝖾𝗇𝖽 𝗈𝖿 𝟤𝟢𝟤𝟨, 𝗉𝗋𝗂𝖼𝖾𝗌 𝗈𝖿 𝖾𝗑𝗂𝗌𝗍𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝗈𝖽𝖾𝗅𝗌 𝖼𝗈𝗎𝗅𝖽 𝗋𝗂𝗌𝖾 𝖻𝗒 𝖺𝗇 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗈𝖿 𝟤𝟢% 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒, 𝗐𝗁𝗂𝗅𝖾 𝗇𝖾𝗐 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾 𝗎𝗉 𝗍𝗈 𝟥𝟢% 𝖼𝗈𝗌𝗍𝗅𝗂𝖾𝗋 𝖸𝗈𝖸. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖢𝗁𝗂𝗇𝖺 𝗅𝖾𝖺𝖽𝗌 𝗂𝗇 𝗆𝖾𝗆𝗈𝗋𝗒-𝖽𝗋𝗂𝗏𝖾𝗇 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾 𝖺𝗐𝖺𝗋𝖾𝗇𝖾𝗌𝗌 (𝟪𝟣%), 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 𝖦𝖾𝗋𝗆𝖺𝗇𝗒 (𝟩𝟢%), 𝖨𝗇𝖽𝗂𝖺 (𝟨𝟨%), 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖴𝖲 𝖺𝗇𝖽 𝖴𝖪 (𝟧𝟢% 𝖾𝖺𝖼𝗁). • 𝟣 𝗂𝗇 𝟤 𝗉𝖾𝗈𝗉𝗅𝖾 𝗉𝗅𝖺𝗇 𝗍𝗈 𝖻𝗎𝗒 𝗍𝗁𝖾𝗂𝗋 𝗇𝖾𝗑𝗍 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝗎𝗋𝗂𝗇𝗀 𝖺 𝖿𝖾𝗌𝗍𝗂𝗏𝖾 𝗌𝖺𝗅𝖾/𝗁𝗈𝗅𝗂𝖽𝖺𝗒 𝗌𝖾𝖺𝗌𝗈𝗇. • 𝖠𝗋𝗈𝗎𝗇𝖽 𝟨 𝗂𝗇 𝟣𝟢 (𝟧𝟨%) 𝗈𝖿 𝖦𝖾𝗇 𝖹 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗐𝖺𝗂𝗍 𝖿𝗈𝗋 𝗌𝖺𝗅𝖾𝗌 𝗈𝗋 𝗌𝗉𝖾𝖼𝗂𝖺𝗅 𝖽𝖾𝖺𝗅𝗌 𝖻𝖾𝖿𝗈𝗋𝖾 𝖻𝗎𝗒𝗂𝗇𝗀 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗇𝗈𝗐. • 𝟦𝟦% 𝗐𝗈𝗎𝗅𝖽 𝗌𝗍𝗋𝖾𝗍𝖼𝗁 𝗍𝗁𝖾𝗂𝗋 𝖻𝗎𝖽𝗀𝖾𝗍 𝖿𝗈𝗋 𝗍𝗁𝖾𝗂𝗋 𝗉𝗋𝖾𝖿𝖾𝗋𝗋𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾, 𝗐𝗁𝗂𝗅𝖾 𝟥𝟩% 𝗐𝗈𝗎𝗅𝖽 𝖽𝖾𝗅𝖺𝗒, 𝖺𝗇𝖽 𝟥𝟧% 𝗐𝗈𝗎𝗅𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖺𝗅𝗍𝖾𝗋𝗇𝖺𝗍𝗂𝗏𝖾𝗌 𝗐𝗂𝗍𝗁𝗂𝗇 𝗍𝗁𝖾𝗂𝗋 𝖻𝗎𝖽𝗀𝖾𝗍. 𝖵𝖾𝗋𝗒 𝖿𝖾𝗐 𝗐𝗈𝗎𝗅𝖽 𝖽𝗈𝗐𝗇𝗀𝗋𝖺𝖽𝖾 𝗍𝗁𝖾𝗂𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘀𝘂𝗿𝘃𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗯𝘂𝘆𝗲𝗿𝘀 𝗮𝗿𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘁𝗼 𝗿𝗶𝘀𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗲𝘀: counterpointresearch.com/en/… 𝗙𝗼𝗿 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀, 𝗿𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #Smartphones #ConsumerInsights #SmartphoneMarket #CounterpointResearch

𝗟𝗶𝗴𝗵𝘁𝗺𝗮𝘁𝘁𝗲𝗿 𝗼𝗻 𝗖𝗼-𝗣𝗮𝗰𝗸𝗮𝗴𝗲𝗱 𝗢𝗽𝘁𝗶𝗰𝘀 (𝗖𝗣𝗢) 𝗮𝗻𝗱 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 𝖨𝗇 𝗍𝗁𝗂𝗌 𝖾𝖽𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖢𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝖲𝗍𝖾𝗏𝖾 𝖪𝗅𝗂𝗇𝗀𝖾𝗋, 𝖵𝖯 𝗈𝖿 𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖺𝗍 @LightmatterCo, 𝗃𝗈𝗂𝗇𝗌 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍’𝗌 𝖬𝗂𝖼𝗁𝖺𝖾𝗅 𝖪𝖺𝗇𝖾𝗅𝗅𝗈𝗌 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒'𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝖢𝖯𝖮 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝗍𝗈 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌. 𝖶𝗂𝗍𝗁 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝗉𝗉𝗋𝗈𝖺𝖼𝗁𝗂𝗇𝗀 𝖺𝗇𝖽 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗂𝗇 𝟤𝟢𝟤𝟪–𝟤𝟢𝟤𝟫, 𝗍𝗁𝖾 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇 𝖾𝗑𝗉𝗅𝗈𝗋𝖾𝗌 𝗍𝗁𝖾 𝗋𝗈𝖺𝖽𝗆𝖺𝗉 𝖿𝗈𝗋 𝖢𝖯𝖮 𝖺𝗇𝖽 𝖭𝖾𝖺𝗋-𝖯𝖺𝖼𝗄𝖺𝗀𝖾𝖽 𝖮𝗉𝗍𝗂𝖼𝗌 (𝖭𝖯𝖮), 𝖺𝗇𝖽 𝗐𝗁𝗒 𝗍𝗁𝖾𝗌𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾𝖼𝗈𝗆𝖾 𝖼𝖾𝗇𝗍𝗋𝖺𝗅 𝗍𝗈 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: youtu.be/yZ8Fsk5b-sI 𝗔𝗹𝘀𝗼 𝗿𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗟𝗶𝗴𝗵𝘁𝗺𝗮𝘁𝘁𝗲𝗿 𝗟𝗶𝗻𝗸𝘀 𝘄𝗶𝘁𝗵 𝗢𝗗𝗠𝘀 𝘁𝗼 𝗣𝗮𝘃𝗲 𝗮 𝗚𝗹𝗶𝗱𝗲 𝗣𝗮𝘁𝗵 𝗳𝗼𝗿 𝗖𝗣𝗢: counterpointresearch.com/en/… #Lightmatter #CoPackagedOptics #AIInfrastructure #SiliconPhotonics #AIDatacenters #OpticalInterconnects

𝗔𝗦𝗠𝗟 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 𝗥𝗲𝗰𝗼𝗿𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗠𝗮𝗿𝗴𝗶𝗻𝘀 𝗮𝘀 𝗔𝗜-𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗲𝗺𝗮𝗻𝗱 𝗢𝘂𝘁𝗽𝗮𝗰𝗲𝘀 𝗦𝘂𝗽𝗽𝗹𝘆 @ASMLcompany 𝗉𝗈𝗌𝗍𝖾𝖽 𝗋𝖾𝖼𝗈𝗋𝖽 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 €𝟣𝟣.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗎𝗉 𝟧𝟧% 𝖸𝗈𝖸, 𝗐𝗁𝗂𝗅𝖾 𝗀𝗋𝗈𝗌𝗌 𝗆𝖺𝗋𝗀𝗂𝗇 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽 𝟧𝟩.𝟧%. 𝖦𝗋𝗈𝗐𝗍𝗁 𝗐𝖺𝗌 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝖤𝖴𝖵 𝗌𝖺𝗅𝖾𝗌 𝗈𝖿 €𝟦.𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺 𝗌𝗁𝖺𝗋𝗉 𝟨𝟪% 𝖸𝗈𝖸 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝗂𝗇 𝖨𝗇𝗌𝗍𝖺𝗅𝗅𝖾𝖽 𝖡𝖺𝗌𝖾 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾, 𝖺𝗇𝖽 𝗋𝗈𝖻𝗎𝗌𝗍 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖣𝖱𝖠𝖬 𝖽𝖾𝗆𝖺𝗇𝖽. 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝖽𝖾𝗆𝖺𝗇𝖽 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗈𝗎𝗍𝗉𝖺𝖼𝖾 𝗌𝗎𝗉𝗉𝗅𝗒 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟤𝟪, 𝗐𝗂𝗍𝗁 𝗌𝗈𝗆𝖾 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝖺𝗁𝖾𝖺𝖽 𝗍𝗈 𝟤𝟢𝟤𝟫–𝟤𝟢𝟥𝟢. 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗧𝗮𝗸𝗲 • 𝖣𝖾𝗆𝖺𝗇𝖽 𝗏𝗂𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗒 𝗇𝗈𝗐 𝖾𝗑𝗍𝖾𝗇𝖽𝗌 𝗐𝖾𝗅𝗅 𝖻𝖾𝗒𝗈𝗇𝖽 𝟤𝟢𝟤𝟩. 𝖢𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖾𝗑𝗉𝖾𝖼𝗍 𝗌𝗎𝗉𝗉𝗅𝗒 𝗍𝗈 𝗅𝖺𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝖺𝗍 𝗅𝖾𝖺𝗌𝗍 𝟤𝟢𝟤𝟪, 𝗐𝗁𝗂𝗅𝖾 𝖠𝖲𝖬𝖫’𝗌 𝗉𝗅𝖺𝗇𝗇𝖾𝖽 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖺𝖽𝖽𝗂𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗎𝗇𝗅𝗂𝗄𝖾𝗅𝗒 𝗍𝗈 𝖿𝗎𝗅𝗅𝗒 𝖼𝗅𝗈𝗌𝖾 𝗍𝗁𝖾 𝗀𝖺𝗉. 𝖳𝗁𝗂𝗌 𝖼𝗈𝗎𝗅𝖽 𝗄𝖾𝖾𝗉 𝗅𝗂𝗍𝗁𝗈𝗀𝗋𝖺𝗉𝗁𝗒 𝖺 𝗄𝖾𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍 𝗈𝗇 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖼𝗁𝗂𝗉 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇. • 𝖯𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾𝗌 𝖺𝗋𝖾 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍 𝗋𝗈𝗎𝗍𝖾 𝗍𝗈 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇. 𝖶𝗂𝗍𝗁 𝖼𝗅𝖾𝖺𝗇𝗋𝗈𝗈𝗆 𝗌𝗉𝖺𝖼𝖾 𝗋𝖾𝗆𝖺𝗂𝗇𝗂𝗇𝗀 𝖺𝗇 𝗂𝗆𝗆𝖾𝖽𝗂𝖺𝗍𝖾 𝖻𝗈𝗍𝗍𝗅𝖾𝗇𝖾𝖼𝗄, 𝖨𝗇𝗌𝗍𝖺𝗅𝗅𝖾𝖽 𝖡𝖺𝗌𝖾 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾 𝖻𝗒 €𝟦𝟢𝟢 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟥. 𝖵𝖺𝗅𝗎𝖾-𝖻𝖺𝗌𝖾𝖽 𝗉𝗋𝗂𝖼𝗂𝗇𝗀, 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗌𝗍𝖺𝗋𝗍 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝟤𝟢𝟤𝟩, 𝖼𝗈𝗎𝗅𝖽 𝗉𝗋𝗈𝗏𝗂𝖽𝖾 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗎𝗉𝗌𝗂𝖽𝖾 𝗍𝗈 𝗆𝖺𝗋𝗀𝗂𝗇𝗌. • 𝖤𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝗈𝗋𝖽𝖾𝗋𝗌 𝖺𝗋𝖾 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝖾𝗑𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝗂𝗇𝗍𝗈 𝟤𝟢𝟤𝟫–𝟤𝟢𝟥𝟢. 𝖲𝗈𝗆𝖾 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝗅𝗈𝗋𝗂𝗇𝗀 𝗈𝗋𝖽𝖾𝗋𝗌 𝗍𝗁𝖺𝗍 𝖿𝖺𝗋 𝖺𝗁𝖾𝖺𝖽, 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝖿𝖺𝖻𝗌 𝖺𝗋𝖾 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝗍𝗈 𝗌𝖾𝖼𝗎𝗋𝖾 𝖾𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 𝗌𝗅𝗈𝗍𝗌 𝖾𝖺𝗋𝗅𝗒 𝖺𝗇𝖽 𝗁𝖾𝖽𝗀𝖾 𝖺𝗀𝖺𝗂𝗇𝗌𝗍 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝗌𝗎𝗉𝗉𝗅𝗒 𝖽𝗂𝗌𝗋𝗎𝗉𝗍𝗂𝗈𝗇𝗌. 𝗪𝗮𝗻𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝘄𝗮𝗳𝗲𝗿 𝗳𝗮𝗯 𝗲𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿𝘀 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗶𝗻 𝟮𝟬𝟮𝟱 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗹𝗶𝗲𝘀 𝗮𝗵𝗲𝗮𝗱 𝗶𝗻 𝟮𝟬𝟮𝟲? 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #ASML #Semiconductors #AI #EUV #SemiconductorEquipment #Earnings

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗲𝗮𝗿𝗯𝘂𝗱𝘀 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲𝗰𝗼𝗺𝗲 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝗜 𝗮𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁? 𝖠𝗍 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖲𝗎𝗆𝗆𝗂𝗍 𝟤𝟢𝟤𝟨, @Qualcomm 𝗂𝗇𝗍𝗋𝗈𝖽𝗎𝖼𝖾𝖽 @Snapdragon 𝖲𝗈𝗎𝗇𝖽 𝖤𝗅𝗂𝗍𝖾 𝖦𝖾𝗇 𝟤, 𝖺 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝗍𝗈 𝗍𝖺𝗄𝖾 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝖺𝗎𝖽𝗂𝗈 𝗉𝗅𝖺𝗒𝖻𝖺𝖼𝗄 𝖺𝗇𝖽 𝗍𝗎𝗋𝗇 𝗍𝗁𝖾𝗆 𝗂𝗇𝗍𝗈 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝗈𝗇𝗌. 𝖨𝗇 𝗈𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖢𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝖲𝖾𝗇𝗂𝗈𝗋 𝖠𝗇𝖺𝗅𝗒𝗌𝗍 𝖨𝗏𝖺𝗇 𝖫𝖺𝗆 𝗌𝖺𝗍 𝖽𝗈𝗐𝗇 𝗐𝗂𝗍𝗁 𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆’𝗌 𝖲𝖺𝗋𝖺𝗁 𝖬𝖼𝖬𝗎𝗋𝗋𝖺𝗒 (@AudioSarah) 𝗍𝗈 𝗍𝖺𝗅𝗄 𝖺𝖻𝗈𝗎𝗍 𝗁𝗈𝗐 𝖽𝗂𝗋𝖾𝖼𝗍 𝖼𝗅𝗈𝗎𝖽 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖠𝖨 𝖺𝗀𝖾𝗇𝗍𝗌, 𝗅𝗂𝗏𝖾 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖼𝖺𝗆𝖾𝗋𝖺-𝖾𝗇𝖺𝖻𝗅𝖾𝖽 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖼𝗈𝗎𝗅𝖽 𝗎𝗇𝗅𝗈𝖼𝗄 𝗇𝖾𝗐 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅 𝖠𝖨 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝖥𝗋𝗈𝗆 𝖺𝖼𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖠𝖨 𝖺𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍𝗌 𝗍𝗈 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖼𝗈𝗇𝗍𝖾𝗑𝗍𝗎𝖺𝗅 𝖺𝗐𝖺𝗋𝖾𝗇𝖾𝗌𝗌, 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝗈𝖿 𝖾𝖺𝗋𝖻𝗎𝖽𝗌 𝖼𝗈𝗎𝗅𝖽 𝖼𝗁𝖺𝗇𝗀𝖾 𝗁𝗈𝗐 𝗐𝖾 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍 𝗐𝗂𝗍𝗁 𝖠𝖨 𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗈𝗎𝗍 𝗍𝗁𝖾 𝖽𝖺𝗒. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲: youtube.com/watch?v=t_Il4MEN… #Qualcomm #Snapdragon #PersonalAI #AgenticAI #Wearables #CounterpointConversations #SnapdragonSummit

𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗿𝘂𝗻𝗰𝗵 𝗛𝗶𝘁𝘀 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗗𝗿𝗼𝗽 𝟮𝟬% 𝘁𝗼 𝗮 𝟭𝟰-𝗬𝗲𝗮𝗿 𝗟𝗼𝘄 𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝗂𝗍𝗌 𝗅𝗈𝗐𝖾𝗌𝗍 𝖰𝟥 𝗅𝖾𝗏𝖾𝗅 𝗂𝗇 𝟣𝟦 𝗒𝖾𝖺𝗋𝗌, 𝖺𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝖾𝖽 𝗌𝗎𝗉𝗉𝗅𝗒 𝖿𝗈𝗋 𝗆𝗈𝗌𝗍 𝖮𝖤𝖬𝗌. 𝖮𝖤𝖬𝗌 𝗉𝖺𝗌𝗌𝖾𝖽 𝗈𝗇 𝗁𝗂𝗀𝗁𝖾𝗋 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖼𝗈𝗌𝗍𝗌 𝗍𝗈 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌, 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗎𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗋𝖾𝗍𝖺𝗂𝗅 𝗉𝗋𝗂𝖼𝖾𝗌 𝖻𝗒 𝟤𝟢% 𝗌𝗈 𝖿𝖺𝗋 𝗂𝗇 𝟤𝟢𝟤𝟨 𝖺𝗇𝖽 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 (𝖠𝖲𝖯𝗌). 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @Samsung 𝗅𝖾𝖽 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟥% 𝗌𝗁𝖺𝗋𝖾, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖻𝖾𝗍𝗍𝖾𝗋-𝗍𝗁𝖺𝗇-𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝗂𝗇 𝗌𝖾𝖼𝗎𝗋𝗂𝗇𝗀 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗋𝗈𝖻𝗎𝗌𝗍 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗂𝗍𝗌 𝖹𝟪 𝖿𝗈𝗅𝖽𝖺𝖻𝗅𝖾 𝗌𝖾𝗋𝗂𝖾𝗌, 𝗅𝖾𝖽 𝖻𝗒 𝗍𝗁𝖾 𝖹 𝖥𝗈𝗅𝖽𝟪 • @Apple’𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝖼𝗋𝗈𝗌𝗌𝖾𝖽 𝟤𝟢% 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗍𝗂𝗆𝖾 𝗂𝗇 𝖺𝗇𝗒 𝖰𝟥, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝟤𝟤%, 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝖺 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌. • 𝖳𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝖺𝗐 𝖺 𝗐𝗂𝖽𝖾𝗇𝗂𝗇𝗀 𝗀𝖺𝗉 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖺𝗇𝖽 𝗉𝗋𝗂𝖼𝖾-𝗌𝖾𝗇𝗌𝗂𝗍𝗂𝗏𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗆𝖺𝗇𝖽 𝗋𝖾𝗆𝖺𝗂𝗇𝗂𝗇𝗀 𝗋𝖾𝗌𝗂𝗅𝗂𝖾𝗇𝗍 𝗐𝗁𝗂𝗅𝖾 𝗁𝗂𝗀𝗁𝖾𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝗉𝗋𝗂𝖼𝖾𝗌 𝗉𝗎𝗍 𝗀𝗋𝖾𝖺𝗍𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗈𝗇 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗂𝗅𝗂𝗍𝗒. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀 𝗮𝗿𝗲 𝗶𝗺𝗽𝗮𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗵𝗼𝘄 @Xiaomi, @Vivo_GLOBAL, 𝗮𝗻𝗱 @oppo 𝗮𝗿𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗼𝗻𝗴𝗼𝗶𝗻𝗴 𝘀𝗹𝗼𝘄𝗱𝗼𝘄𝗻: counterpointresearch.com/en/… 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #Smartphones #SmartphoneMarket #MemoryShortage #Xiaomi #vivo #OPPO #Apple #Samsung

𝗟𝗶𝘃𝗲 𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗧𝗩 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 Technology and brand battles are pushing the TV market toward an inflection point. Join Research Director Bob O'Brien on 𝐎𝐜𝐭 𝟏𝟒, 𝟓:𝟎𝟎 𝐏𝐌 𝐏𝐓 / 𝐎𝐜𝐭 𝟏𝟓, 𝟗:𝟎𝟎 𝐀𝐌 𝐉𝐒𝐓 for the latest data on leading global brands and who’s gaining or losing ground as Mini-LED and OLED reshape the market. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐥𝐥 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲: • Which display technologies (e.g., Mini-LED, OLED, QD-OLED) are gaining or losing share, and what's driving the shift? • How are leading brands repositioning themselves competitively, and who's winning or losing ground? • What new display technologies are on the horizon, and how will they affect the brand and technology battles? • How are pricing dynamics and component costs (e.g., panel prices) affecting brand strategy and shipment forecasts? 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: us06web.zoom.us/webinar/regi… @LGE_Global @Samsung @HisenseGlobal @TCL_Global #MiniLED #OLED #ConsumerElectronics #TVMarket #CounterpointResearch

𝗬𝗠𝗧𝗖 𝗙𝗶𝗹𝗲𝘀 𝗳𝗼𝗿 𝗟𝗮𝗻𝗱𝗺𝗮𝗿𝗸 𝗜𝗣𝗢 𝗔𝗳𝘁𝗲𝗿 𝗖𝗹𝗶𝗺𝗯𝗶𝗻𝗴 𝘁𝗼 𝗡𝗼. 𝟯 𝗶𝗻 𝗚𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗥𝗮𝗰𝗲, 𝗪𝗶𝘁𝗵 𝗗𝗥𝗔𝗠 𝗡𝗲𝘅𝘁 𝖸𝖬𝖳𝖢 𝗁𝖺𝗌 𝖿𝗂𝗅𝖾𝖽 𝖿𝗈𝗋 𝖺𝗇 𝖨𝖯𝖮 𝗈𝗇 𝗍𝗁𝖾 𝖲𝗁𝖺𝗇𝗀𝗁𝖺𝗂 𝖲𝖳𝖠𝖱 𝖬𝖺𝗋𝗄𝖾𝗍, 𝖿𝗈𝗅𝗅𝗈𝗐𝗂𝗇𝗀 𝖢𝖷𝖬𝖳’𝗌 𝖻𝗅𝗈𝖼𝗄𝖻𝗎𝗌𝗍𝖾𝗋 𝖽𝖾𝖻𝗎𝗍 𝗂𝗇 𝖩𝗎𝗅𝗒 𝟤𝟢𝟤𝟨. 𝖳𝗁𝖾 𝖶𝗎𝗁𝖺𝗇-𝖻𝖺𝗌𝖾𝖽 𝖼𝗁𝗂𝗉𝗆𝖺𝗄𝖾𝗋 𝗋𝗈𝗌𝖾 𝗍𝗈 𝖭𝗈. 𝟥 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒 𝗂𝗇 𝖭𝖠𝖭𝖣 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗏𝗈𝗅𝗎𝗆𝖾 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨, 𝗍𝗋𝖺𝗂𝗅𝗂𝗇𝗀 𝗈𝗇𝗅𝗒 @SamsungDSGlobal 𝖺𝗇𝖽 @SKhynix 𝗐𝗁𝗂𝗅𝖾 𝗈𝗎𝗍𝗉𝖺𝖼𝗂𝗇𝗀 𝖪𝗂𝗈𝗑𝗂𝖺 𝖺𝗇𝖽 @MicronTech. 𝖤𝗑𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑’𝗌 𝖲𝗈𝗅𝗂𝖽𝗂𝗀𝗆 𝗎𝗇𝗂𝗍, 𝖸𝖬𝖳𝖢 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗋𝖺𝗇𝗄𝗌 𝖭𝗈. 𝟤 𝖻𝗒 𝗏𝗈𝗅𝗎𝗆𝖾. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖸𝖬𝖳𝖢’𝗌 𝖭𝖠𝖭𝖣 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗁𝖺𝗋𝖾 𝖼𝗅𝗂𝗆𝖻𝖾𝖽 𝖻𝗒 𝗆𝗈𝗋𝖾 𝗍𝗁𝖺𝗇 𝗁𝖺𝗅𝖿, 𝖿𝗋𝗈𝗆 𝟫% 𝗍𝗈 𝟣𝟦%, 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖰𝟣 𝟤𝟢𝟤𝟧 𝖺𝗇𝖽 𝖰𝟣 𝟤𝟢𝟤𝟨, 𝗐𝗂𝗍𝗁 𝖸𝗈𝖸 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝗈𝗐𝗍𝗁 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝖺𝗌 𝗁𝗂𝗀𝗁 𝖺𝗌 𝟦𝟩𝟪%.   • 𝖤𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖲𝖲𝖣 𝗋𝖾𝗏𝖾𝗇𝗎𝖾, 𝗐𝗁𝗂𝖼𝗁 𝗐𝖺𝗌 𝗇𝖾𝗀𝗅𝗂𝗀𝗂𝖻𝗅𝖾 𝗂𝗇 𝟤𝟢𝟤𝟦, 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖺𝖼𝖼𝗈𝗎𝗇𝗍 𝖿𝗈𝗋 𝗇𝖾𝖺𝗋𝗅𝗒 𝟥𝟫% 𝗈𝖿 𝖸𝖬𝖳𝖢’𝗌 𝗍𝗈𝗍𝖺𝗅 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖻𝗒 𝟤𝟢𝟤𝟪 𝖺𝗌 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾.   • 𝖸𝖬𝖳𝖢 𝗂𝗌 𝖾𝗑𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝗂𝗍𝗌 𝗉𝗋𝗈𝗉𝗋𝗂𝖾𝗍𝖺𝗋𝗒 𝖷𝗍𝖺𝖼𝗄𝗂𝗇𝗀 𝗐𝖺𝖿𝖾𝗋-𝖻𝗈𝗇𝖽𝗂𝗇𝗀 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖻𝖾𝗒𝗈𝗇𝖽 𝖭𝖠𝖭𝖣 𝗂𝗇𝗍𝗈 𝖣𝖱𝖠𝖬, 𝖺𝗂𝗆𝗂𝗇𝗀 𝗍𝗈 𝖾𝗏𝗈𝗅𝗏𝖾 𝖿𝗋𝗈𝗆 𝖺 𝖽𝗈𝗆𝖾𝗌𝗍𝗂𝖼 𝖭𝖠𝖭𝖣 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋 𝗂𝗇𝗍𝗈 𝖺 𝗉𝗅𝖺𝗒𝖾𝗋 𝗂𝗇 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖠𝖨 𝗆𝖾𝗆𝗈𝗋𝗒. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗬𝗠𝗧𝗖’𝘀 𝗿𝗶𝘀𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗶𝘁𝘀 𝗜𝗣𝗢 𝗽𝗹𝗮𝗻𝘀, 𝗮𝗻𝗱 𝗶𝘁𝘀 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝘀: counterpointresearch.com/en/… 𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗚𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗠𝗲𝗺𝗼𝗿𝘆 𝗿𝗮𝗻𝗸𝗶𝗻𝗴𝘀 𝗮𝗻𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝘁𝗿𝗲𝗻𝗱𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗲𝗺𝗼𝗿𝘆 (𝗡𝗔𝗡𝗗) 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #YMTC #NANDFlash #Memory #Semiconductors #AIInfrastructure #DataCenters #SolidStateDrives $SKHY $MU

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: 𝗟𝗶𝗾𝘂𝗶𝗱 𝗔𝗜 𝗼𝗻 𝗦𝗻𝗮𝗽𝗱𝗿𝗮𝗴𝗼𝗻 - 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲-𝗔𝘄𝗮𝗿𝗲 𝗔𝗜, 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 𝗮𝗻𝗱 𝗘𝗱𝗴𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝖠𝗍 @Qualcomm 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝖲𝗎𝗆𝗆𝗂𝗍 𝟤𝟢𝟤𝟨, 𝖫𝗂𝗊𝗎𝗂𝖽 𝖠𝖨 𝗌𝗁𝗈𝗐𝖼𝖺𝗌𝖾𝖽 𝗁𝗈𝗐 𝗍𝗁𝖾𝗒 𝖺𝗋𝖾 𝗅𝖾𝗏𝖾𝗋𝖺𝗀𝗂𝗇𝗀 𝖠𝖨 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝗍𝗈 𝖻𝗎𝗂𝗅𝖽 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 𝖬𝗈𝗁𝗂𝗍 𝖠𝗀𝗋𝖺𝗐𝖺𝗅 (@MohitOpinion) 𝗌𝖺𝗍 𝖽𝗈𝗐𝗇 𝗐𝗂𝗍𝗁 @liquidai 𝖼𝗈-𝖿𝗈𝗎𝗇𝖽𝖾𝗋 𝖺𝗇𝖽 𝖢𝖤𝖮 𝖱𝖺𝗆𝗂𝗇 𝖧𝖺𝗌𝖺𝗇𝗂 (@ramin_m_h) 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗒 𝗂𝗌 𝗋𝖾𝗍𝗁𝗂𝗇𝗄𝗂𝗇𝗀 𝖠𝖨 𝗆𝗈𝖽𝖾𝗅 𝖽𝖾𝗌𝗂𝗀𝗇 𝖿𝗈𝗋 @Snapdragon 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌 𝖺𝗇𝖽 𝖻𝖾𝗒𝗈𝗇𝖽. 𝖥𝗋𝗈𝗆 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾-𝖺𝗐𝖺𝗋𝖾 𝖿𝗈𝗎𝗇𝖽𝖺𝗍𝗂𝗈𝗇 𝗆𝗈𝖽𝖾𝗅𝗌 𝗍𝗈 𝖯𝖾𝗋𝗌𝗈𝗇𝖺𝗅 𝖠𝖨 𝖢𝗈𝗇𝗍𝖾𝗑𝗍 𝖺𝗇𝖽 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨, 𝗍𝗁𝖾 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇 𝖾𝗑𝗉𝗅𝗈𝗋𝖾𝖽 𝗁𝗈𝗐 𝗈𝗉𝗍𝗂𝗆𝗂𝗓𝖾𝖽 𝗆𝗈𝖽𝖾𝗅𝗌 𝖼𝗈𝗎𝗅𝖽 𝖾𝗇𝖺𝖻𝗅𝖾 𝗆𝗈𝗋𝖾 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍, 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅𝗂𝗓𝖾𝖽 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌, 𝖯𝖢𝗌 𝖺𝗇𝖽 𝖼𝖺𝗋𝗌. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲: youtube.com/watch?v=UbdGgSZD… 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝘁 𝘁𝗮𝗸𝗲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #LiquidAI #SnapdragonSummit #Qualcomm #EdgeAI #AgenticAI #OnDeviceAI

𝗙𝗿𝗼𝗺 𝗔𝗺𝗽𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲: 𝗛𝗼𝘄 𝗔𝗜 𝗜𝘀 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗛𝗲𝗮𝗿𝗶𝗻𝗴 𝗔𝗶𝗱𝘀 𝖠𝖨 𝗂𝗌 𝗍𝖺𝗄𝗂𝗇𝗀 𝗁𝖾𝖺𝗋𝗂𝗇𝗀 𝖺𝗂𝖽𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝗍𝗋𝖺𝖽𝗂𝗍𝗂𝗈𝗇𝖺𝗅 𝗌𝗈𝗎𝗇𝖽 𝖺𝗆𝗉𝗅𝗂𝖿𝗂𝖼𝖺𝗍𝗂𝗈𝗇 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗅𝖾𝗍𝗍𝗂𝗇𝗀 𝗍𝗁𝖾𝗆 𝖽𝗂𝗌𝗍𝗂𝗇𝗀𝗎𝗂𝗌𝗁 𝗌𝗉𝖾𝖾𝖼𝗁 𝖿𝗋𝗈𝗆 𝖻𝖺𝖼𝗄𝗀𝗋𝗈𝗎𝗇𝖽 𝗇𝗈𝗂𝗌𝖾 𝖺𝗇𝖽 𝖺𝖽𝖺𝗉𝗍 𝗍𝗈 𝗍𝗁𝖾 𝗐𝖾𝖺𝗋𝖾𝗋’𝗌 𝗌𝗎𝗋𝗋𝗈𝗎𝗇𝖽𝗂𝗇𝗀𝗌. 𝖶𝗂𝗍𝗁 𝖺𝗋𝗈𝗎𝗇𝖽 𝟣.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗉𝖾𝗈𝗉𝗅𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝗂𝗇𝗀 𝗌𝗈𝗆𝖾 𝖽𝖾𝗀𝗋𝖾𝖾 𝗈𝖿 𝗁𝖾𝖺𝗋𝗂𝗇𝗀 𝗅𝗈𝗌𝗌 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗌𝗆𝖺𝗋𝗍𝖾𝗋 𝗁𝖾𝖺𝗋𝗂𝗇𝗀-𝖼𝖺𝗋𝖾 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝗂𝗆𝗉𝗈𝗋𝗍𝖺𝗇𝗍. 𝖠𝗌 𝖠𝖨 𝗆𝗈𝗏𝖾𝗌 𝖼𝗅𝗈𝗌𝖾𝗋 𝗍𝗈 𝗍𝗁𝖾 𝖽𝖾𝗏𝗂𝖼𝖾, 𝗁𝗈𝗐 𝗐𝗂𝗅𝗅 𝗂𝗍 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗁𝖾𝖺𝗋𝗂𝗇𝗀 𝖼𝖺𝗋𝖾? 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖯𝗋𝖾𝗌𝖼𝗋𝗂𝗉𝗍𝗂𝗈𝗇 𝗁𝖾𝖺𝗋𝗂𝗇𝗀-𝖺𝗂𝖽 𝗌𝖺𝗅𝖾𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖾𝗑𝖼𝖾𝖾𝖽 𝟥𝟣 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗎𝗇𝗂𝗍𝗌 𝖻𝗒 𝟤𝟢𝟥𝟢, 𝗐𝗂𝗍𝗁 𝗇𝖾𝖺𝗋𝗅𝗒 𝟧𝟢% 𝖿𝖾𝖺𝗍𝗎𝗋𝗂𝗇𝗀 𝖤𝖽𝗀𝖾 𝖠𝖨. • 𝖧𝖾𝖺𝗋𝗂𝗇𝗀 𝖺𝗂𝖽𝗌 𝖻𝗋𝖺𝗇𝖽𝗌 𝖺𝗋𝖾 𝗎𝗌𝗂𝗇𝗀 𝖠𝖨 𝗍𝗈 𝗌𝗁𝗂𝖿𝗍 𝖿𝗋𝗈𝗆 𝖻𝖺𝗌𝗂𝖼 𝖺𝗆𝗉𝗅𝗂𝖿𝗂𝖼𝖺𝗍𝗂𝗈𝗇 𝗍𝗈 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝗌𝗉𝖾𝖾𝖼𝗁 𝗌𝖾𝗉𝖺𝗋𝖺𝗍𝗂𝗈𝗇, 𝖺𝖽𝖺𝗉𝗍𝗂𝗏𝖾 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖺𝗇𝖽 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅𝗂𝗓𝖺𝗍𝗂𝗈𝗇, 𝗂𝗆𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝗌𝗉𝖾𝖾𝖼𝗁 𝖼𝗅𝖺𝗋𝗂𝗍𝗒 𝖻𝗒 𝗌𝖾𝗉𝖺𝗋𝖺𝗍𝗂𝗇𝗀 𝗇𝗈𝗂𝗌𝖾 𝖺𝗇𝖽 𝗉𝗋𝖾𝗌𝖾𝗋𝗏𝗂𝗇𝗀 𝗄𝖾𝗒 𝗌𝗉𝖾𝖾𝖼𝗁 𝖼𝗎𝖾𝗌. • 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖼𝖺𝗇 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍𝗅𝗒 𝗂𝗆𝗉𝗋𝗈𝗏𝖾 𝗌𝗉𝖾𝖾𝖼𝗁 𝗎𝗇𝖽𝖾𝗋𝗌𝗍𝖺𝗇𝖽𝗂𝗇𝗀 𝗂𝗇 𝗇𝗈𝗂𝗌𝗒 𝖾𝗇𝗏𝗂𝗋𝗈𝗇𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝖻𝗋𝖺𝗇𝖽𝗌 𝗋𝖾𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝗆𝖾𝖺𝗌𝗎𝗋𝖺𝖻𝗅𝖾 𝗂𝗆𝗉𝗋𝗈𝗏𝖾𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖲𝖭𝖱 𝖺𝖿𝗍𝖾𝗋 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗇𝗀 𝖠𝖨 𝗂𝗇𝗍𝗈 𝗍𝗁𝖾𝗂𝗋 𝖽𝖾𝗏𝗂𝖼𝖾𝗌. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗿𝗶𝘀𝗲 𝗼𝗳 𝗔𝗜 𝗶𝗻 𝗵𝗲𝗮𝗿𝗶𝗻𝗴 𝗮𝗶𝗱𝘀: counterpointresearch.com/en/… 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲 𝗿𝗲𝗮𝗱𝗶𝗻𝗴 𝗼𝘂𝗿 𝗘𝗱𝗴𝗲 𝗔𝗜 𝘄𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝘀𝗲𝗿𝗶𝗲𝘀 𝘄𝗶𝘁𝗵 𝗣𝗮𝗿𝘁 𝟮: 𝗧𝗵𝗲 𝗥𝗮𝗰𝗲 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗛𝗲𝗮𝗿𝗶𝗻𝗴 𝗔𝗶𝗱𝘀: counterpointresearch.com/en/… 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗱𝗴𝗲 𝗔𝗜-𝗘𝗻𝗮𝗯𝗹𝗲𝗱 𝗪𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗳𝗼𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #EdgeAI #HearingAids #AI #Wearables

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗧𝗖 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟲: 𝗟𝗲𝘁'𝘀 𝗧𝗮𝗹𝗸 𝗔𝗜, 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 𝖠𝗌 𝖠𝖨 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾, @nvidia GTC 𝖡𝖾𝗋𝗅𝗂𝗇 𝗈𝖿𝖿𝖾𝗋𝗌 𝖺𝗇 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀, 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆. 𝖮𝗎𝗋 𝖵𝖯 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁, @neil_shah, 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 NVIDIA 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇 𝗂𝗇 𝖦𝖾𝗋𝗆𝖺𝗇𝗒 𝖿𝗋𝗈𝗆 𝖮𝖼𝗍𝗈𝖻𝖾𝗋 𝟤𝟢–𝟤𝟤, 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗂𝗅 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗅𝖾 𝗍𝗈 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝗍𝗁𝖾𝗌𝖾 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒. 𝖠𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖦𝖳𝖢 𝖡𝖾𝗋𝗅𝗂𝗇? 𝖲𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖭𝖾𝗂𝗅 𝖻𝗒 𝖾𝗆𝖺𝗂𝗅𝗂𝗇𝗀 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝖾𝗑𝖼𝗁𝖺𝗇𝗀𝖾 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝖺𝗇𝖽 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗍𝗋𝖾𝗇𝖽𝗌 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖠𝖨 𝖺𝗇𝖽 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖾𝗌. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗧𝗵𝗲 $𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸: 𝗠𝗲𝗺𝗼𝗿𝘆 𝗪𝗮𝗹𝗹 — 𝗡𝗩𝗜𝗗𝗜𝗔'𝘀 𝗡𝗩𝗛𝗕𝗠 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗕𝗮𝘀𝗲 𝗗𝗶𝗲: counterpointresearch.com/en/… #NVIDIAGTC #GTCBerlin #AI #Semiconductors #NVIDIA $NVDA

𝗖𝗮𝗻 𝗔𝗽𝗽𝗹𝗲 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 𝗔𝗺𝗮𝘇𝗼𝗻 𝗮𝗻𝗱 𝗚𝗼𝗼𝗴𝗹𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗦𝗺𝗮𝗿𝘁 𝗛𝗼𝗺𝗲 𝗠𝗮𝗿𝗸𝗲𝘁? 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 𝖫𝗂𝗓 𝖫𝖾𝖾 (@liz_tech) 𝗃𝗈𝗂𝗇𝖾𝖽 @BBCNews 𝖺𝗇𝖼𝗁𝗈𝗋 @VandhnaBhan 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 @Apple’𝗌 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝗌𝗆𝖺𝗋𝗍-𝗁𝗈𝗆𝖾 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝖼𝗁𝖺𝗇𝗀𝖾𝗌 𝗍𝗈 𝗂𝗍𝗌 𝗉𝗋𝗈𝖽𝗎𝖼𝗍-𝗅𝖺𝗎𝗇𝖼𝗁 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗎𝗇𝖽𝖾𝗋 𝖢𝖤𝖮 @johnternus. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖠 𝖽𝖾𝖽𝗂𝖼𝖺𝗍𝖾𝖽 𝗁𝗈𝗆𝖾 𝗁𝗎𝖻 𝖼𝗈𝗎𝗅𝖽 𝗀𝗂𝗏𝖾 𝖠𝗉𝗉𝗅𝖾 𝖺 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋 𝖼𝖾𝗇𝗍𝗋𝖺𝗅 𝖽𝖾𝗏𝗂𝖼𝖾 𝖿𝗈𝗋 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗇𝗀 𝗂𝗍𝗌 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗌 𝖺𝗇𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝗐𝗂𝗍𝗁𝗂𝗇 𝗍𝗁𝖾 𝗁𝗈𝗆𝖾.   • 𝖠 𝗆𝗈𝗋𝖾 𝖼𝖺𝗉𝖺𝖻𝗅𝖾 𝖲𝗂𝗋𝗂 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽 𝗂𝗇𝗍𝗈 𝖺 𝖽𝖾𝖽𝗂𝖼𝖺𝗍𝖾𝖽 𝗁𝗈𝗆𝖾 𝖽𝖾𝗏𝗂𝖼𝖾 𝖼𝗈𝗎𝗅𝖽 𝖾𝗑𝗍𝖾𝗇𝖽 𝖠𝗉𝗉𝗅𝖾’𝗌 𝖠𝖨 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝗍𝗁𝖾 𝗂𝖯𝗁𝗈𝗇𝖾, 𝖠𝗉𝗉𝗅𝖾 𝖶𝖺𝗍𝖼𝗁 𝖺𝗇𝖽 𝖠𝗂𝗋𝖯𝗈𝖽𝗌.   • 𝖬𝗈𝗋𝖾 𝖿𝗋𝖾𝗊𝗎𝖾𝗇𝗍 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝗌 𝖼𝗈𝗎𝗅𝖽 𝗀𝗂𝗏𝖾 𝗂𝗇𝖽𝗂𝗏𝗂𝖽𝗎𝖺𝗅 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗌 𝗀𝗋𝖾𝖺𝗍𝖾𝗋 𝗏𝗂𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗁𝖾𝗅𝗉 𝖠𝗉𝗉𝗅𝖾 𝗋𝖾𝗌𝗉𝗈𝗇𝖽 𝖿𝖺𝗌𝗍𝖾𝗋 𝗍𝗈 𝖼𝗁𝖺𝗇𝗀𝗂𝗇𝗀 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗍𝗋𝖾𝗇𝖽𝗌.   • 𝖠 𝗅𝖾𝗌𝗌 𝗋𝗂𝗀𝗂𝖽 𝗅𝖺𝗎𝗇𝖼𝗁 𝖼𝖺𝗅𝖾𝗇𝖽𝖺𝗋 𝖼𝗈𝗎𝗅𝖽 𝗀𝗂𝗏𝖾 𝖠𝗉𝗉𝗅𝖾 𝗆𝗈𝗋𝖾 𝗋𝗈𝗈𝗆 𝗍𝗈 𝖾𝗑𝗉𝖾𝗋𝗂𝗆𝖾𝗇𝗍, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗍𝗁𝖾 𝗍𝗋𝖺𝖽𝗂𝗍𝗂𝗈𝗇𝖺𝗅 𝖺𝗇𝗇𝗎𝖺𝗅 𝖺𝗎𝗍𝗎𝗆𝗇 𝗂𝖯𝗁𝗈𝗇𝖾 𝗅𝖺𝗎𝗇𝖼𝗁 𝖼𝗒𝖼𝗅𝖾 𝗆𝖺𝗒 𝗋𝖾𝗆𝖺𝗂𝗇 𝗂𝗇𝗍𝖺𝖼𝗍. #𝖠𝗉𝗉𝗅𝖾 #𝖲𝗆𝖺𝗋𝗍𝖧𝗈𝗆𝖾 #𝖠𝖨 #𝖲𝗂𝗋𝗂 #𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟮 – 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟗, 𝟮𝟬𝟮𝟲) Counterpoint analysts and research featured prominently in this week’s coverage, spanning cyberattacks across Asia, the stalled Starlink launch in India and mounting supply constraints in AI infrastructure. 𝖥𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝗂𝗇 @CNBC , @WSJ, @FinancialTimes, @Bloomberg 𝖺𝗇𝖽 The Telegraph India, among others, SuJeong Lim, Neil Shah(@neil_shah), Soumen Mandal (@AnalystSoumen) shared their perspective on: • Why Starlink's India launch is stuck on geofencing and data localization • How cyberattacks are driving the shift from firewalls to Zero Trust • Why India should take inspiration from, not copy, the US model on AI safety • China's one-third share of global foldable smartphone sales • What Norway's stance on AI glasses means for the $1 tn wearables outlook 𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬: 𝐂𝐍𝐁𝐂: cnbc.com/2026/10/08/elon-mus… 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐢𝐦𝐞𝐬: ft.com/content/177f9fba-841a… 𝐓𝐡𝐞 𝐖𝐚𝐥𝐥 𝐒𝐭𝐫𝐞𝐞𝐭 𝐉𝐨𝐮𝐫𝐧𝐚𝐥: wsj.com/world/china/chinas-b… 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐩𝐡 𝐈𝐧𝐝𝐢𝐚: telegraphindia.com/india/ind… 𝐁𝐥𝐨𝐨𝐦𝐛𝐞𝐫𝐠: bloomberg.com/news/articles/… 𝗦𝘄𝗶𝗽𝗲 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽. #WeeklyMediaSpotlight #TechNews #Cybersecurity #Starlink #AIGovernance #Semiconductors #Wearables

𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗣𝗼𝘀𝘁𝘀 𝗥𝗲𝗰𝗼𝗿𝗱 ₩𝟭𝟬𝟳.𝟰𝗧 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗣𝗿𝗼𝗳𝗶𝘁 𝗮𝘀 𝗥𝘂𝗯𝗶𝗻-𝗕𝗼𝘂𝗻𝗱 𝗛𝗕𝗠𝟰 𝗛𝗼𝗹𝗱𝘀 𝗮𝘁 𝟭𝟮-𝗛𝗶𝗴𝗵 @Samsung 𝖤𝗅𝖾𝖼𝗍𝗋𝗈𝗇𝗂𝖼𝗌 𝗁𝖺𝗌 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽-𝖻𝗋𝖾𝖺𝗄𝗂𝗇𝗀 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝗐𝗂𝗍𝗁 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 ₩𝟣𝟢𝟩.𝟦 𝗍𝗋𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟥, 𝗎𝗉 𝟩𝟪𝟤.𝟧% 𝗒𝖾𝖺𝗋 𝗈𝗇 𝗒𝖾𝖺𝗋. 𝖳𝗁𝗂𝗌 𝗆𝖺𝗋𝗄𝗌 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗍𝗂𝗆𝖾 𝖺 𝖪𝗈𝗋𝖾𝖺𝗇 𝖼𝗈𝗆𝗉𝖺𝗇𝗒 𝗁𝖺𝗌 𝖼𝗋𝗈𝗌𝗌𝖾𝖽 𝗍𝗁𝖾 ₩𝟣𝟢𝟢 𝗍𝗋𝗂𝗅𝗅𝗂𝗈𝗇 𝗆𝖺𝗋𝗄 𝗂𝗇 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗅𝗒 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍. 𝖡𝗎𝗍 𝖻𝖾𝗒𝗈𝗇𝖽 𝗍𝗁𝖾 𝗁𝖾𝖺𝖽𝗅𝗂𝗇𝖾 𝗇𝗎𝗆𝖻𝖾𝗋𝗌, 𝗈𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗌𝗎𝗀𝗀𝖾𝗌𝗍𝗌 𝗍𝗁𝖺𝗍 𝖿𝖾𝖺𝗋𝗌 𝗈𝖿 𝖺 𝗌𝗅𝗈𝗐𝖽𝗈𝗐𝗇 𝗂𝗇 𝖧𝖡𝖬 𝖽𝖾𝗆𝖺𝗇𝖽 𝗆𝖺𝗒 𝖻𝖾 𝗈𝗏𝖾𝗋𝖻𝗅𝗈𝗐𝗇. 𝖡𝖺𝗌𝖾𝖽 𝗈𝗇 𝗈𝗎𝗋 𝖽𝖺𝗍𝖺, 𝗆𝗈𝗌𝗍 @nvidia 𝖱𝗎𝖻𝗂𝗇-𝖻𝗈𝗎𝗇𝖽 𝖧𝖡𝖬𝟦 𝗂𝗌 𝗌𝗍𝗂𝗅𝗅 𝖼𝗈𝗇𝗏𝖾𝗋𝗀𝗂𝗇𝗀 𝗍𝗈𝗐𝖺𝗋𝖽 𝖺 𝟣𝟤-𝗁𝗂𝗀𝗁 𝖼𝗈𝗇𝖿𝗂𝗀𝗎𝗋𝖺𝗍𝗂𝗈𝗇, 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝗂𝗇𝗀 𝖼𝗈𝗇𝖼𝖾𝗋𝗇𝗌 𝗍𝗁𝖺𝗍 𝗌𝗍𝖺𝖼𝗄 𝗁𝖾𝗂𝗀𝗁𝗍𝗌 𝖼𝗈𝗎𝗅𝖽 𝗌𝗁𝗋𝗂𝗇𝗄 𝗍𝗈 𝟪-𝗁𝗂𝗀𝗁 𝗈𝗋 𝖾𝗏𝖾𝗇 𝟦-𝗁𝗂𝗀𝗁. 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:   • @SKhynix 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋 𝖪𝗈𝗋𝖾𝖺𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝗆𝖺𝗄𝖾𝗋𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝖻𝖾𝗇𝖾𝖿𝗂𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗍𝗁𝗂𝗌 𝗍𝗋𝖾𝗇𝖽.   • 𝖡𝖺𝗇𝖽𝗐𝗂𝖽𝗍𝗁 𝖺𝗇𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗋𝖾𝗆𝖺𝗂𝗇 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝖿𝗈𝗋 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖠𝖨 𝗐𝗈𝗋𝗄𝗅𝗈𝖺𝖽𝗌.   • 𝖶𝗂𝗍𝗁 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖤𝗅𝖾𝖼𝗍𝗋𝗈𝗇𝗂𝖼𝗌 𝖺𝗇𝖽 𝖲𝖪 𝗁𝗒𝗇𝗂𝗑 𝗋𝖺𝗆𝗉𝗂𝗇𝗀 𝗎𝗉 𝖧𝖡𝖬𝟦 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇, 𝗌𝗍𝖺𝖼𝗄 𝗁𝖾𝗂𝗀𝗁𝗍𝗌 𝗋𝖾𝗆𝖺𝗂𝗇 𝖺𝗇 𝗂𝗆𝗉𝗈𝗋𝗍𝖺𝗇𝗍 𝗏𝖺𝗋𝗂𝖺𝖻𝗅𝖾 𝗍𝗈 𝗐𝖺𝗍𝖼𝗁. 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗲𝗺𝗼𝗿𝘆 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗥𝗲𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝗤𝟮 𝟮𝟬𝟮𝟲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #Samsung #NVIDIA #Semiconductors #AI #MemoryMarket #DRAM #HBM4 $NVDA $SKHY