United States & Counterpoint Research
18 shared events · Importance 8 · Last updated Aug 19, 2026
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Regulatory
United States: The United States is implementing the ban to secure its AI infrastructure and reduce reliance on Chinese technology, with potential benefits for domestic suppliers but risks of higher costs and trade friction.
Counterpoint Research: Counterpoint Research provided market share data showing Zhongji Innolight's dominant 27% share of the global data center transceiver market.
Aug 04, 2026 · 38 articles
International
United States: The US imposed the ban to protect its AI supply chain and promote domestic manufacturing. The move may strengthen national security but could also raise costs and strain trade relations with China.
Counterpoint Research: Counterpoint Research provided market share data for Unitree Robotics, supporting the analysis.
Jul 28, 2026 · 183 articles
Business
United States: The U.S. benefits from increased domestic semiconductor manufacturing, job creation, and supply chain security, aligning with policy goals.
Counterpoint Research: Counterpoint Research provided analyst commentary on TSMC's investment, adding market perspective.
Jul 16, 2026 · 85 articles
Business
United States: U.S. export controls and potential restrictions on CXMT are central to the event. The U.S. faces a strategic challenge as China advances in memory chips despite restrictions.
Counterpoint Research: Research firm providing market share data and forecasts for CXMT.
Jul 14, 2026 · 113 articles
Tech
United States: The US banned imports of foreign humanoids, escalating the tech rivalry, but the impact on Chinese companies is seen as limited.
Counterpoint Research: Counterpoint Research provided data on market share and competitive advantages, informing the industry outlook.
Aug 18, 2026 · 42 articles
Business
United States: The U.S. faces inflationary pressure from AI-driven memory costs; the Fed may need to adjust interest rates.
Counterpoint Research: Counterpoint Research estimates memory and storage prices have quadrupled in the past three quarters.
Jun 17, 2026 · 199 articles
Tech
United States: The United States' lead in AI technology is being challenged by Chinese models like GLM (AI), and its regulatory actions regarding US AI companies are seen as potentially hampering its competitive edge.
Counterpoint Research: Counterpoint Research, through its principal AI analyst Ting-Wei Sun, noted the reluctance of some European and US clients in regulated industries to adopt Chinese AI models due to data security concerns.
Apr 20, 2026 · 13 articles
Business
United States: The US government is involved through regulatory restrictions, the Pentagon's designation of CXMT and YMTC as Chinese military companies, and political pressure on Apple. Its policies could shape the outcome.
Counterpoint Research: Counterpoint Research provided data on PC and smartphone shipment declines, illustrating the impact of the memory shortage on the broader market.
Jul 30, 2026 · 38 articles
Business
United States: The United States is home to several major chipmakers and where employees often benefit from stock options, leading to early retirements for some.
Counterpoint Research: Counterpoint Research is a firm whose co-founder, Neil Shah, provided expert commentary on the labor union dominance in Asia's chip sector and employee stock options.
May 20, 2026 · 86 articles
Business
United States: The US is a key market and potential investment destination; its government is encouraging reshoring of semiconductor manufacturing.
Counterpoint Research: Counterpoint Research provided market share data cited in the articles.
Apr 20, 2026 · 62 articles
Business
United States: U.S. customers are prioritized by Samsung, and U.S. export curbs on chipmaking equipment to China are reshaping foundry demand.
Counterpoint Research: Counterpoint Research provided market share data showing Samsung's 7% foundry revenue share vs TSMC's 70%.
Aug 19, 2026 · 9 articles
Business
United States: The U.S. is SK Hynix's largest market (68.8% of revenue) and the venue for its Nasdaq listing. SK Hynix plans to build a fab in Indiana.
Counterpoint Research: Counterpoint Research provided HBM market share data: SK Hynix 58%, Samsung and Micron 21% each in Q1.
Apr 20, 2026 · 247 articles
Business
United States: Home to major AI hyperscalers; data center construction delays pose risk to memory demand.
Counterpoint Research: Research firm; analyst M. S. Hwang commented on AI investment.
Apr 20, 2026 · 47 articles
Business
United States: Micron Technology plans to invest $200 billion into new U.S. production capacity, supporting domestic supply chains and economic growth.
Counterpoint Research: Counterpoint Research provided market share data for memory chip types, including NAND, DRAM, and HBM.
May 19, 2026 · 104 articles
Regulatory
United States: U.S. midterm elections context; deepfake concerns.
Counterpoint Research: Analyst Prachir Singh commented on privacy risks.
Apr 20, 2026 · 116 articles
Business
United States: The US public's uneasiness about AI is a factor Apple considers in framing its AI features, focusing on helpful experiences rather than technology for technology's sake.
Counterpoint Research: Counterpoint Research, through its research director Tarun Pathak, emphasized the critical role of AI agents and the risk Apple Inc. faces if it misses out on this trend.
May 19, 2026 · 254 articles
Business
Counterpoint Research: Counterpoint Research provides market analysis and forecasts for the foldable smartphone market, indicating its growth and Samsung Electronics's market share fluctuations.
Dec 01, 2025 · 6 articles
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