NVIDIA's next-generation Rosa CPU may use TSMC's A16 process with back-side power delivery for a 2028 data-center platform, according to TrendForce and Wccftech reports. The technology could improve p…
PC shipments fell 5% year-over-year in Q2 2026 to 68.2 million units, the first decline after nine consecutive quarters of growth, driven by an AI-fueled memory chip shortage, according to IDC. Smalle…
Huawei plans to launch its Ascend 950 AI accelerators and Atlas 950 SuperPod systems in South Korea in the fourth quarter of 2026, with local distributor support from Hansol PNS and SK Shieldus. The m…
CIOs face unprecedented infrastructure constraints driven by AI demand, including shortages of high-bandwidth memory, server components, and power capacity, leading to rising costs, extended lead time…
Micron broke ground on a $9.3 billion expansion of its Hiroshima plant to produce high bandwidth memory for Nvidia's AI chips, aiming to challenge SK Hynix's dominant market share. The project, subsid…
TrendForce reports that DRAM contract prices will rise 13-18% QoQ in 3Q26 due to tight supply from AI server demand, while NAND Flash prices will increase 10-15% QoQ as consumer demand weakens and hig…
Apple and Micron are blaming each other for memory price hikes and shortages amid surging AI demand. Apple CEO Tim Cook says memory suppliers are passing huge price increases, while Micron's Sumit Sad…
DRAM and NAND contract prices surged up to 98% in Q1 2026 as Samsung, SK Hynix, and Micron shifted production to high-bandwidth memory for AI, squeezing conventional chip supply. TrendForce forecasts …
Apple plans to adopt OLED panels covering approximately 95% of the BT.2020 color gamut across future MacBook Pro, iPad Pro, and iMac lines, according to a TrendForce report. The upgrade will enable cr…
Chinese chipmaker Kunlunxin is targeting a $50 billion initial public offering in Hong Kong and has asked prospective IPO investors to commit to purchasing its AI semiconductors, according to a report…
A new interactive dataset tracking historical memory and storage prices from 1960 to 2026 shows the lowest retail $/GB for DRAM, NAND flash, and HBM, with breakdowns by generation and accelerator cost…
I prezzi delle RAM DDR5 sono aumentati vertiginosamente a causa della domanda di datacenter AI, che assorbe il 70% della produzione mondiale di DRAM. Analisti di Gartner, IDC, TrendForce e Counterpoin…
Apple raised Mac mini prices from $599 to $799 and increased iPad Pro and iPad Air prices, citing memory costs driven by AI infrastructure demand. The shift in DRAM supply toward high-bandwidth memory…
Apple announced significant price increases for its iPad and MacBook lines, citing soaring memory and storage chip costs driven by AI data center construction. The price hikes include the MacBook Air …
Chinese chip suppliers led by Huawei and Cambricon are set to capture nearly 80% of China's AI server market by 2026, up from 46% in 2025, as geopolitical tensions and Beijing's push for self-reliance…
AI data centers are consuming the global supply of high-bandwidth memory, causing a DRAM shortage that is driving up prices for legacy memory standards like DDR2 and DDR3. Hardware manufacturers are r…
Samsung, Micron, and SK Hynix have reallocated 93% of DRAM production to high-bandwidth memory for AI, causing a consumer chip shortage. This shift has raised component costs, pushing average smartpho…
Samsung Electronics is betting on artificial intelligence and retreating from low-margin markets to revive its consumer products division, which accounted for just 2.6% of the company's enterprise val…
Top 10 foundries saw 3.7% QoQ revenue growth in Q1 2026, driven by AI and consumer electronics, according to TrendForce. TSMC's market share grows on advanced AI chips, while SMIC gains from consumer …
AI-driven demand for multilayer ceramic capacitors (MLCCs) has triggered a supply bottleneck, with AI servers requiring up to 28,000 MLCCs per unit—a 13-fold increase from standard servers. The surge,…