Smartphones might put a deeper dent in your wallet next year because of the AI race

Upstream DRAM and NAND scarcity, fueled by AI and data-center demand, is forcing mobile manufacturers to postpone purchases.

Arm’s ‘AI tollbooth’ keeps ringing, but SoftBank’s 16% sales slice is the tell

Arm is benefiting from the global AI buildout, but rising reliance on SoftBank raises questions about the quality of its ...