… Lenovo has once again been ranked in the Gartner Supply Chain Top 25 for 2026, achieving its highest-ever ranking at fifth globally. Now in its 22nd year, the Gartner Supply Chain Top 25 identifies, celebrates, and profiles excellence in supply chain management. …
… I dont think they will sell out to Ai. But whose to say that they wont alleviate SOME supply issues in the consumer market while also selling out to Ai at the same time? …
… Within the segment, memory revenue grew 6% year over year, supported by prior inventory investments, strong supply chain execution, and sequential market share gains in North America. …
… According to the latest update from Board Partners, major motherboard manufacturers, including ASUS, GIGABYTE, and MSI, are expected to introduce a series of planned price increases to maintain their margins. …
… These companies are being cautious not to add too much supply and remain reserved, understanding that significantly increasing DRAM manufacturing capacity could potentially hurt their business and profit margins. …
… The Company's memory supply availability remained adequate as its strategically built memory inventory was substantially right-sized during the first half of 2026. Within Systems, demand remained strong, with continued AI compute momentum driving solid year-over-year revenue growth. …
… The military action in the Strait of Hormuz isn't going to help bring prices down; there is no hint of any sort of truce between the involved parties. Lots more than expensive silicon that is impacting the electronics supply chain. …
… Lastly, we got a tease of CWT's ARGB LED-illuminated fans with hydro dynamic bearings, including individual, easy daisy-chaining fans with interlocks, and compound fans. …
Friday, July 17th 2026 PC Vendors "Fight" for CXMT Memory Supply, Smaller OEMs Struggle by AleksandarK Yesterday, 19:56 Discuss 14 Comments Major PC OEMs are beginning to secure deals with Chinese memory maker CXMT, as the supply chain has been depleted of available DRAM from the big three memory m… …
… What Apple wants/needs right now is to secure future supply to avoid multiple additional price increases and supply shortages. 5 ZoneDymo Come on China, save us It's not really saving, they just can't sell it to OpenAi and the rest of Ai idiots. …