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Samsung Galaxy Z Fold8 and Flip8 series plus Apple’s new folding phone aim to survive the AI-driven chip crisis
Australian Financial Review
ENRICHED
Details
- URL
- https://www.afr.com/technology/how-samsung-and-apple-can-survive-the-ai-apocalypse-20260722-p60hok
- Date Published
- 26 July 2026
- Priority Score
- 1
- Australian
- Yes
- Created
- 26 July 2026, 04:00 am
Authors (1)
- John DavidsonENRICHED
Description
With phone prices rocketing due to an artificial intelligence-induced chip shortage, new interest in already expensive folding phones could help.
Summary
This article examines the economic impact of the AI-driven semiconductor shortage on the consumer mobile hardware market. It details how rising component costs necessitated by high-demand AI chips are pushing manufacturers toward premium foldable form factors to maintain margins. While it touches on the 'AI apocalypse' in a commercial sense, it focuses on market trends and hardware supply chains rather than existential risks, safety alignment, or catastrophic governance frameworks.
Body
TechnologyPhonesPrint articleJohn DavidsonColumnistJul 26, 2026 – 12.41pmLondon | Launching his company’s latest generation of folding phones in London last week, Samsung president and chief executive TM Roh made a claim that should be familiar to anyone who has watched the symbiotic relationship between the mobile phone and the artificial intelligence industries flourish into a full-blown love affair.Phones, and in particular folding phones, were people’s first and best platform for AI, he said.Loading...SaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleRead MorePhonesAIAppleSamsungAnalysisGadgetsFetching latest articles