Tom Kang

The next Apple AirPods will come with a camera! If it really happens, it will be a major enhancement for Physical AI. Our Principal Analyst @anshikajain41 talks about the concerns about privacy.

Perspective: The Memory & AI Super Cycle has allowed the key suppliers to rake in profits bigger than many companies and even combined profits of listed companies in a market. As we can see now "Big Three" memory vendor Samsung, SK Hynix, and Micron are operating at a sovereign scale. Their combined Q1 operating profit for Q1 2026 reached $80.8 Billion. To put that in perspective, in just 90 days, these three companies out-earned the entire corporate sectors of major global indices: ✨Memory Big 3: $80.8B 🇯🇵 Japan (Nikkei 225): $88.0B 🇬🇧UK (FTSE 100): $66.5B 🇮🇳 India (BSE/NSE): $42.0B Driven by the transition to Agentic AI, HBM has become the high-margin utility of the global infrastructure build-out. When three vendors produce nearly double the profit of 5,000+ listed companies in a market like India, the power balance of the global tech stack has fundamentally shifted. #Semiconductors #HBM #AI #SupplyChain #EarningsSeason $MU @CounterPointTR

On October 7th last year a list of @OpenAI's 30 1 trillion token users was leaked and companies like @duolingo, @shoppify_sa and @salesforce were hailed as pioneers in AI tokenomics. But markets have not been kind since then to the 7 companies on that list who are public (except for @datadog). Is Wall Street overreacting or is #AgenticAI coming for everyone's lunch?

Our Research Director Tom Kang will be in Barcelona during MWC 2026 (March 1–5), engaging with industry leaders and analysing the global technology landscape. With deep expertise spanning smartphones, geopolitics, macroeconomic trends, and technology strategy, Tom will be connecting with stakeholders to share insights and discuss key themes, including: • Global smartphone market dynamics and competitive positioning • The intersection of geopolitics and the tech supply chain • Macroeconomic trends shaping device demand and innovation cycles • Long-term technology strategies across the ecosystem 𝐁𝐨𝐨𝐤 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐓𝐨𝐦 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐦𝐚𝐫𝐤𝐞𝐭 𝐨𝐮𝐭𝐥𝐨𝐨𝐤𝐬, 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬, 𝐚𝐧𝐝 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐬𝐡𝐢𝐟𝐭𝐬: @counterpointresearch.com/?ismsaljsauthenabled=true" target="_blank" rel="nofollow noopener">outlook.office.com/book/MWCMeetin… 𝐑𝐞𝐚𝐝 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐌𝐖𝐂 𝐁𝐚𝐫𝐜𝐞𝐥𝐨𝐧𝐚 𝟐𝟎𝟐𝟔 𝐄𝐯𝐞𝐧𝐭 𝐡𝐞𝐫𝐞: counterpointresearch.com/en/insights/Me… #MWC2026 #TechStrategy #Geopolitics #MacroTrends #SupplyChain @mwc

Meet Counterpoint Research at MWC Barcelona, 2025 Counterpoint Research will be attending MWC Barcelona, 2025. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunications sector and understand how our leading research and services can help your business. Here is the list of analysts attending the event: ✅Tom Kang  -  Research Director & Co-Founder Devices, Semi, #AI ✅Peter Richardson - VP Research & Co-Founder    Devices, Semi, AI, #XR and Tech Strategies ✅Neil Shah - VP Research & Co-Founder  -  Devices, Semi, AI, Datacenters, #Automotive, #IoT ✅Marc Einstein  -  Research Director  -  AI, Telcos, IoT, Devices, Enterprises ✅Jeff Fieldhack - Research Director - Telcos, Devices, Semi ✅Tarun Pathak  -  Research Director -   Devices. IoT, AI ✅Mohit Agrawal  -  Research Director   - AI, Telcos, IoT, Devices, Enterprises ✅Liz Lee  -  Associate Director  -  Devices, Semi, Automotive ✅Gareth Owen  -  Associate Director  -  AI, Semi, Telcos & Datacenters ✅Jan Stryjak  -  Associate Director  -  Devices. Sustainability & Telcos ✅Tina Lu  -  Principal Analyst -   Devices, IoT & Telcos ✅Karn Chauhan  -  Senior Analyst  -  Devices ✅Archie Zhang  -  Senior Analyst  -  Devices, Macro #MWC25 @4YFN_MWC

Continuing on today's Samsung-memory theme, Tom Kang spoke with Bloomberg's 'The Asia Trade', highlighting: 📌How Samsung is resolving #HBM heat issues 📌Whether investors should be enthusiastic 📌When we might see top-line results from the fix And if you're interested in the technical aspects of semis manufacturing, you might enjoy reading our recent Whitepaper with #LamResearch on their Innovative Cryogenic Etching Tech: counterpointresearch.com/insight/scalin… @mobilekang @business @Samsung @LamResearch