DRAM stories
Rising memory chip costs are forcing handset makers to lift prices, risking wider digital exclusion in emerging markets and pushing budget phones out of reach.
Investment in chipmaking tools hit a record USD $36.55 billion in the first quarter as AI demand kept factories expanding.
Consumers are prioritising pricier PCs over phones, as higher component costs and longer upgrade cycles lifted retail tech revenues across Europe.
AI data centre orders helped push worldwide silicon wafer shipments 13.1% higher in the first quarter, SEMI said.
Top Indian resellers are set to be rewarded in Thailand as Lexar courts a channel network vital to growing storage demand across 46 cities.
Enterprises could reclaim more than 70% of primary capacity as rising DRAM and SSD prices squeeze flash storage budgets.
Higher component costs and shortages are set to curb demand, with regional PC shipments forecast to drop to 92.0 million units in 2026.
AMD and Samsung are deepening their alliance to co-develop HBM4 and DDR5 memory and advanced packaging for next-wave AI and data centre systems.
Global PC shipments are set to slump 12% in 2026 as memory shortages push component costs sharply higher and force up system prices.
IDC warns memory shortages and supply constraints will drive a steeper 2026 fall in PC and tablet shipments, even as market value rises.
IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.
Choosing the right server memory means balancing type, capacity, speed and reliability to match workloads and future growth.
IDC says a memory shortage will drive a record 12.9% drop in 2026 smartphone shipments, hitting low-cost Android makers hardest.
System designers and OEMs gain longer-term supply and support as Kingston adds industrial memory and SSDs for harsher, high-uptime deployments.
Rising device prices and tight budgets are pushing more firms towards monthly finance, giving resellers steadier upgrades and richer service sales.
VDURA adds RDMA and unveils context-aware tiering to cut CPU bottlenecks and speed AI training and inference across its data platform.
Samsung keeps Southeast Asia lead as Apple jumps to third, but rising memory costs and a shift to pricier phones lift revenue above shipments.
StorONE's 3.9 platform debuts 9x ROI flash tiering, mixing SSD and HDD to curb soaring flash costs without sacrificing performance.
AI data centre investment is starving Europe's PC market of key components, driving sharp RAM and SSD price rises into 2026.
Vespertec says AI growth will slam into hard data centre limits by 2026, as chip, memory and cooling bottlenecks reshape infrastructure plans.
