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Story summary
- In 2026, global smartphone chipset shipments are projected to fall 7% due to a DRAM shortage.
- MediaTek holds a 34% market share in smartphone chipsets.
- SoCs revenue is expected to grow in double digits, supported by premium devices.
- MediaTek's Dimensity 9600, built on TSMC's 2nm process, faces higher memory prices against Qualcomm and Apple.
- Google and Samsung are pursuing in-house chip development to weather market pressures.
