Semiconductor Market Surpasses $300bn Quarterly Revenue in 1Q26 as Memory Market Shifts Historical Patterns
… NAND revenue reached just under $48bn in 1Q26, rising 96% QoQ as pricing increased across the market. …
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Agentic AI Drives Structural Expansion in Memory Demand, Global Memory Market Projected to Reach US$1.28 Trillion by 2027
… Under expanding demand conditions, this further strengthens suppliers' pricing power in contract negotiations, with upward pricing momentum expected to extend through 2027. …
ADATA XPG Launches INFINITY Fans and MAESTRO Air CPU Coolers
… 1 Comment on ADATA XPG Launches INFINITY Fans and MAESTRO Air CPU Coolers 1 Slightly cheaper budget coolers don't even come close to offsetting the clankerpocalypse pricing. …
Combined Revenue of Top Five Global NAND Flash Suppliers Rose by 83.7% QoQ for 1Q26 as Supply Shortages Drove Price Hikes
… The company capitalized on quarterly contract pricing and a significant increase in server-related bit shipments, which drove a substantial rise in its ASP. …
KTC Expands Mini-LED Monitor Lineup as Technology Moves Toward Mainstream Adoption
…The industry has witnessed a dramatic downward price curve for Mini-LED displays. In 2021, the average selling price of Mini-LED monitors exceeded $800. By 2024, the average price dropped sharply…
Corsair Launches New Gaming Peripherals at Computex 2026
…2 Comments on Corsair Launches New Gaming Peripherals at Computex 2026 #1 Corsair boards I am still seeing being bought, not as popular as they used to be since the market shifted…
Corsair Reports Strong Profit Growth for First Quarter 2026
… Ongoing global semiconductor supply constraints have reduced component availability, while elevated pricing has weighed on consumer demand, both dynamics we expect to persist through the near term. …
Apple to Skip M6 Pro and M6 Max, Jumps to M7 Series
… Apple will target local AI workloads and professional content creation with this configuration, but that sector is already accustomed to higher pricing. …
Lexar AI Storage Solution Helps Limited DRAM Run Larger Local AI Models
…The company now envisions a shift as the PC evolves from a traditional personal computer to a local AI-enhanced experience. We interviewed Lexar's Chief Technical Officer, Daniel Guo, about the…
AMD EPYC CPUs Reach Record Server Revenue Share of 46.2%
…The traditional setup, where one CPU is paired with four or even eight GPUs, is shifting towards a one-to-one ratio of CPUs to GPUs in agentic AI deployments. AMD is…