… Both PC & Server Memory+NAND Prices Shot Over 90% In Q1 2026 So Far , & Latest Reports Suggest Even More Hikes For Q2 According to a report published by Counterpoint , both memory and NAND prices saw a 90% price surge in Q1 2026, with more on the way. …
… Related Story Samsung Drops World’s First 4K 360Hz Penta Tandem OLED at Computex, Headlining a 16-Monitor Stack From 8.8 to 49 Inches Samsung Electronics Q1 2026 earnings highlights Here are the main highlights of Samsung's latest earnings disclosure: Quarterly sales of 133.9 trillion won $90.13 bi… …
… Related Story Sharp Memory Price Jumps Will Be Felt More Severely In Dell’s PC, Server Markets In Coming Months, Says Bank This comes as the operating profit of Samsung's semiconductor unit in Q1 2026 surged by an unbelievable 48x year-over-year on record-breaking demand for memory products, with t… …
… We expect to see earlier design commitments emerge beginning in the second half of 2026 and expanding into the first half of 2027." - Lip - Bu Tan, Intel Earnings Call Q1 '26 14A ramp-up and yield continue to develop at a healthy pace , and if targets are met, we could see meaningful external custo… …
… RAMpocalypse Is The Primary Reason Why PC and Gaming Demand Will Decline In The Second Half of This Year, Says AMD In its Q1 2026 earnings, AMD's Client and Gaming segment saw a 23% increase in revenue versus the prior year, reaching $3.94 billion, while declining 9% versus the previous quarter. …
… Related Story AMD Extends AM5 Longevity Through 2029, Giving It The AM4 Treatment With New Ryzen CPU Releases Intel's recent earnings were very positive, and some of the key revenue drivers were the above seasonal Q1 through "strong execution and growing supply". …
… In NAND flash, the company will present its 321-layer 2Tb QLC product, optimized for ultra-high capacity eSSDs, as demand surges from rapid expansion of AI data centers. …
… NVIDIA Vera Rubin Is All Prepped To Power Agentic AI Factories In Q3, Volume Ramp In Q4 2026 & Bigger Numbers In Early 2027 Today, NVIDIA announced its Q1 FY2027 earnings with a record revenue of $81.6 billion, up 85% from the last year. …