Counterpoint Research reports Q1 2026 global smartphone SoC shipments fell 8% YoY; analysts cite persistent memory supply shortages as the main driver. Market share: MediaTek 32%, Qualcomm 23%, Apple 19%, UNISOC 14%, Samsung 7%, HiSilicon 4%.

China’s Ministry of Industry and Information Technology (MIIT) issued implementation opinions for “AI + ICT” innovation development (2026–2028). The plan targets an initial integrated AI–ICT innovation ecosystem by 2028, with intelligent operation and service capabilities in information and communications reaching internationally advanced levels and networks achieving high-level autonomous intelligence. MIIT seeks to establish 30+ high‑value scenarios, develop flagship applications and specialized intelligent agents, and upgrade network and compute infrastructure to support AI — including a target that city‑level compute capacity have at least 75% coverage within a 1 ms latency circle.

英国国债期货在美国总统特朗普发表对伊朗的评论后下跌约40个跳动点。