AI boom pushes Samsung to $1T | TechCrunch
…At the heart of Samsung’s profit boom is high-bandwidth memory (HBM), a type of chip critical to running AI systems, which has dramatically improved the company’s margins. But the…
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AI-driven memory crunch jolts India's smartphone market | TechCrunch
…In other words, OnePlus is retreating to markets where it can still turn a profit and ceding ground elsewhere — a pattern likely to repeat across other budget-focused brands as margins tighten…
Robinhood's note on 10% layoffs shows blaming AI isn't cutting it | TechCrunch
…associated with massive AI usage. Regardless, these companies are doing quite well. Tech stocks have surged broadly, spurred by record revenues , improving profit margins (GitLab reported 88% gross margin last month), skyrocketing…
Another Xbocalypse begins: Microsoft are reportedly closing or spinning off Double Fine, Ninja Theory and Compulsion
…AI. Amongst other things, it revealed that Xbox currently have an "accountability margin" – Microsoft's hazy equivalent for profit margin - of 3%, a fall on previous years. In itself, a margin like…
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Investors love AI, as long as you’re a cloud host | TechCrunch
…Those projects don’t show up in capex numbers, but they can meaningfully improve margins for the company’s cloud business. “We see the AI business following very much the same margin…
Motherboard Prices Set to Rise as AI-Fuelled PC Component Disruption Continues
…Q3 2026" in order to maintain their margins. As Videocardz points out, there have been few CPU launches of note this year - AMD has focused on refreshed products such as the Ryzen…
Memory & NAND Prices Surged Over 90% In Q1 2026 & Another 20% Hike Expected In Q2
…or focus on premium models to justify the higher price by delivering more value to consumers.” Choi further noted, “The memory profitability is expected to reach unprecedented levels. DRAM operating margins have…
Report: AI requirements to push higher smartphone storage in 2026 - 9to5Mac
…in part by the expansion of on-device AI processing : The market previously expected that smartphone brands would reduce specifications to protect margins amid rising NAND Flash prices, potentially leading to a…
This Chinese NAND maker just overtook Sandisk and Micron to become the third biggest storage player | Club386
…share took fifth place, due to the company’s main focus being on consumer electronics, instead of high-margin enterprise/AI products, unlike Micron and Kioxia. YMTC’s current product lineup includes…
Welcome to the end of budget smartphones — thanks to AI
Thanks to Big Tech's insatiable appetite for expanding AI data centers, we may have to prepare for the gradual disappearance of mid-range and budget smartphones from the market. Here's…