AMD Warns PC & Gaming Demand Will Decline In H2 As Memory Price Surge Squeezes Consumers Out Of Market
… In addition, as Lisa mentioned earlier, we expect second-half demand in gaming to be impacted by higher memory and component costs. …
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Sharp Memory Price Jumps Will Be Felt More Severely In Dell's PC, Server Markets In Coming Months, Says Bank
… However, it adds that the "impact of the rising costs are expected to be more severe in the second half of calendar 2026 into the first calendar quarter of calendar 2027." A key factor for Dell that UBS discussed in its coverage was the firm's margins. …
ASUS Announces Price Hikes for "Certain" Product Combinations, Starting 5th January 2026
… This decision is a necessary response to sustained cost pressures and rising supply costs, aimed at ensuring stable supply, maintaining product quality and service standards, and continuing to support the broader ecosystem. …
"Entry-Level PC Segment Will Disappear by 2028,” Says Gartner, as Soaring Memory Costs Start to Cripple Manufacturers
… Gartner Says That Manufacturers Have No Option Left Other Than Raising PC Prices to Adjust to Rising Memory Costs DRAM shortages have impacted several consumer-focused industries , but the consequences for the PC industry are the most disruptive. …
TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
… In a previous report, we highlighted the risks associated with the semiconductor industry , given that the Strait of Hormuz remains closed for a prolonged period, and with that, a key point that we discussed was that it could potentially brew an 'LNG crisis', which could have a widespread impact on… …
Epic is Laying Off Over 1,000 People Due to Fortnite's "Downturn," But Before You Ask, Epic CEO Says the Cuts "Aren't Related to AI"
… Though his claim about the cuts not being AI-related are new. The impacted workers will be getting four months of severance that will be at base pay, though tenured employees will get more. …
Intel And AMD CPUs Reportedly Saw "Price Explosion" At The Start Of November; No Impact On Current-Gen CPUs
… The increase amplitude is rather large, only the U200 series remained unchanged. AMD CPUs: The main cause is likely upstream component shortages. For the 5000-series, manufacturers have informed of cost rises of USD 5–20, so of course the price also rises. …
Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …
Intel Unveils Clearwater Forest "18A" Xeon+ CPU Performance: Designed For 6G & Edge AI
… In networks, the question isn’t “Can we run AI?” It’s “Can we run AI without re-architecting everything we already operate – and what impact will it have on our cost and power budgets now and for the foreseeable future?” In the RAN, AI is about matching each workload to the right compute—not defaul… …
NVIDIA’s Vera Rubin Racks Are the Costliest to Date, but AI Giants Are Willing to Pay Anything to Avoid Becoming the Next Yahoo
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …