… It would be interesting to see how these figures change in the upcoming quarters, as we know the supply chain is preparing for a rough time ahead. …
… With supply constraints, the tight supply and demand situation of DRAM and NAND Flash is expected to be difficult to resolve in the short term. NAND Flash may be in short supply until 2028, and memory prices are expected to continue to rise in the second half of the year. …
… Well, You Could Be Forced To Get a New Motherboard With It We have seen the trend of retailers offering 'pricey' combos that include components in short supply, and this was particularly common with CPUs like the Ryzen 7 9800X3D. …
… In all these measures, fabless customers would need to change their pricing/supply plans, creating a 'domino' effect within the AI supply chain. …
… As we noted a while back, Largan is only a secondary supplier of variable aperture lens for the iPhone 18 Pro lineup, with Sunny Optical the primary supplier of these intricate components. …
… RAM prices are skyrocketing, GPU launches are being delayed, and now it appears that major NAND manufacturers are planning extensive price hikes on their supply. …
… Judging by the reports in the past few months, 2026 could be one of the more 'troublesome' years to buy new PC components, and it could even surpass the COVID-19 and crypto-mining era troubles, in terms of the intensity of supply chain disruptions. …
… DRAM has been the main component that is currently in short supply across the globe, & LPDDR being used in AI datacenters has put further constraints on chip companies such as Qualcomm. …
… Intel has plenty of options, such as the Intel 16, which are known to be integrated in radio-frequency RF and analog components. …
… However, Yang has revealed that several components within NVIDIA's Rubin infrastructure are the same as those in the Blackwell series, which means transitioning production lines doesn't pose as big a risk for now. …