#pc-market-expansion

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#intel
Business
from24/7 Wall St.
4 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Tech industry
from24/7 Wall St.
2 hours ago

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.
European startups
fromTechzine Global
2 days ago

Intel regains ownership of Irish factory in multi-billion-dollar deal

Intel is repurchasing its 49% stake in Fab 34 for $14.2 billion, ending the joint venture with Apollo Global Management.
Business
from24/7 Wall St.
1 day ago

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.
Tech industry
from24/7 Wall St.
3 days ago

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.
Business
from24/7 Wall St.
4 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Gadgets
fromThe Verge
21 hours ago

Lenovo Legion Go 2 suddenly costs $650 more as RAMageddon lays waste to gaming hardware

Lenovo's Legion Go 2 prices have surged to $1,499 and $1,999, reflecting significant price increases in gaming handhelds over recent months.
#amazon
Business
from24/7 Wall St.
1 hour ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
from24/7 Wall St.
2 days ago
Tech industry

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Business
from24/7 Wall St.
1 hour ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
Tech industry
from24/7 Wall St.
2 days ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Video games
fromKotaku
19 hours ago

The RAM Apocalypse Is Killing The PC Gaming Handheld Market

PC gaming handheld prices are skyrocketing, with the Legion Go 2 now priced at $2,000, significantly impacting the market's momentum.
#ai
fromFortune
1 day ago
Tech industry

Google CEO Sundar Pichai says we're just a decade away from a new normal of extraterrestrial data centers | Fortune

Digital life
fromFortune
5 hours ago

AI's next frontier is the real world | Fortune

AI has transformed digital interactions, yet the physical world still relies on outdated identity verification methods.
Environment
fromFast Company
2 days ago

Critical minerals are required to power AI data center demand

AI is driving unprecedented demand for energy storage solutions, particularly batteries, to support data centers and ensure grid stability.
Tech industry
fromFortune
1 day ago

Google CEO Sundar Pichai says we're just a decade away from a new normal of extraterrestrial data centers | Fortune

Google plans to build AI data centers in space to harness solar energy more efficiently.
#nintendo
Games
fromKotaku
18 hours ago

Rising Oil Prices Are Bad News For Fans Who Still Need A Switch 2

Nintendo may soon raise the price of the Switch 2 due to inflation, tariffs, and supply chain issues.
Games
fromGameSpot
1 day ago

Why A Switch 2 Price Increase May Be "Inevitable"

A price increase for the Switch 2 is considered inevitable due to rising production costs and external economic factors.
Video games
fromThe Verge
3 days ago

Nintendo is weathering the storm

Nintendo remains successful in a struggling gaming industry by focusing on its strengths and maintaining a consistent release schedule.
Games
fromKotaku
18 hours ago

Rising Oil Prices Are Bad News For Fans Who Still Need A Switch 2

Nintendo may soon raise the price of the Switch 2 due to inflation, tariffs, and supply chain issues.
Games
fromGameSpot
1 day ago

Why A Switch 2 Price Increase May Be "Inevitable"

A price increase for the Switch 2 is considered inevitable due to rising production costs and external economic factors.
Video games
fromThe Verge
3 days ago

Nintendo is weathering the storm

Nintendo remains successful in a struggling gaming industry by focusing on its strengths and maintaining a consistent release schedule.
Science
fromSilicon Canals
8 hours ago

SpaceX, Amazon, and Google want orbital data centers - four engineering barriers reveal who really benefits - Silicon Canals

Orbital data centers will concentrate AI infrastructure power among a few dominant companies, limiting access for smaller competitors and national regulators.
Mobile UX
fromTECHBOOK
5 hours ago

Ads on Honor Phones-Soon in Europe?!

Honor smartphones may soon feature ads in pre-installed apps, expanding from the Middle East to Europe.
#apple
Apple
fromComputerworld
1 day ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Apple
from24/7 Wall St.
2 days ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Gadgets
fromgizmodo.com
3 days ago

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
Tech industry
fromEngadget
4 days ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Apple
fromComputerworld
1 day ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Apple
from24/7 Wall St.
2 days ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Gadgets
fromgizmodo.com
3 days ago

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
Tech industry
fromEngadget
4 days ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Marketing
fromInc
1 day ago

Is Your Company Focusing on Generative Engine Optimization?

Generative engine optimization (GEO) requires marketers to adapt strategies for AI-driven search, focusing on relevance and collaboration across PR, content, and SEO.
#nvidia
Venture
from24/7 Wall St.
2 days ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Business
from24/7 Wall St.
1 day ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
Tech industry
fromTNW | Corporates-Innovation
3 hours ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
Venture
from24/7 Wall St.
2 days ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Business
from24/7 Wall St.
1 day ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
Tech industry
fromTNW | Corporates-Innovation
3 hours ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
fromAdExchanger
2 years ago

Commerce | AdExchanger

Regulators are paying more attention to data privacy because their constituents consider it a 'kitchen table' issue, highlighting its importance in everyday life.
EU data protection
Cars
fromTechCrunch
15 hours ago

Lucid blames dip in Q1 sales on seat supplier issue | TechCrunch

Lucid Group experienced a sales drop in Q1 2026 due to supplier quality issues, despite increased production and reaffirmed production goals for the year.
#ai-data-centers
US Elections
fromArs Technica
19 hours ago

Trump ignores biggest reasons his AI data center buildout is failing

Donald Trump's push for rapid AI data center construction faces delays due to tariffs and supply chain issues with essential components from China.
Venture
fromwww.businessinsider.com
2 days ago

Inside the data center financing boom and the teams Wall Street is building to win it

Wall Street banks are rapidly financing AI data centers, with deal values soaring into the tens of billions, necessitating a shift in funding strategies.
US Elections
fromArs Technica
19 hours ago

Trump ignores biggest reasons his AI data center buildout is failing

Donald Trump's push for rapid AI data center construction faces delays due to tariffs and supply chain issues with essential components from China.
Venture
fromwww.businessinsider.com
2 days ago

Inside the data center financing boom and the teams Wall Street is building to win it

Wall Street banks are rapidly financing AI data centers, with deal values soaring into the tens of billions, necessitating a shift in funding strategies.
Business intelligence
fromTechzine Global
1 day ago

All shook up, IFS unlocks asset-based pricing for enterprise AI

IFS introduces an outcomes-based pricing model for enterprise AI, aligning software costs with operational assets instead of user counts.
Marketing tech
fromForbes
22 hours ago

From Streaming To AI: Agency Leaders' Next Big Media Bets

Streaming platform consolidation is reshaping agency strategies, emphasizing precision and adaptability in targeting consumer attention.
Silicon Valley
fromSilicon Canals
1 day ago

U.S. and China control 90% of AI data centres - the Global South is building a different kind of AI - Silicon Canals

Frugal AI movements in the Global South aim to reclaim sovereignty by developing independent, low-cost AI systems for critical services.
fromArchitectural Digest
1 day ago

I'm Done Sourcing So Much Online. Here's Why

The convenience of sourcing online is fraught with more pitfalls than most of us want to admit. Try finding adequate photos of a vintage piece's condition-close-ups of the fabric, video of damaged areas, any images of a piece's rear or underside!
UX design
Media industry
fromTheWrap
2 days ago

Consumers' Time Spent With AI Platforms, Content to Increase 29% by 2029, Survey Finds

Consumers are preparing for increased AI content consumption, expecting to spend significantly more time on AI platforms in the coming years.
E-Commerce
fromZDNET
3 days ago

Best Amazon Spring Sale laptop deals 2026

Amazon's Big Spring Sale offers significant discounts on laptops, with many models still available at reduced prices.
#arm-holdings
Tech industry
from24/7 Wall St.
29 minutes ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Tech industry
from24/7 Wall St.
29 minutes ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Gadgets
fromKotaku
1 day ago

Memory Hoarder Panicking After RAM Prices Star To Dip

A memory vendor expresses concern over falling DRAM prices, fearing financial loss from stockpiled components.
Games
fromKotaku
1 day ago

GameStop Thought Buying Games Online Was A 'Passing Phase'

GameStop underestimated digital distribution, believing physical stores would remain dominant despite the rise of platforms like Steam.
Mobile UX
fromGSMArena.com
3 hours ago

Weekly deals: the Galaxy S26 deeply discounted, S26+ and S26 Ultra also get price cuts

Amazon UK offers significant discounts on Galaxy S26 phones, making them competitive against older models and alternatives like the OnePlus 15R.
Venture
from24/7 Wall St.
15 hours ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
Video games
fromKotaku
22 hours ago

Peak Devs Call Out Entitled Gamers Who Want Endless Free Updates

Endless support for games is not guaranteed; updates are considered a bonus, not a right.
Apple
fromwww.wired.com
20 hours ago

Our Favorite iPad Is $50 Off

The 2025 11-inch iPad offers significant upgrades at a discounted price, making it ideal for casual use like streaming and web browsing.
Science
fromSilicon Canals
14 hours ago

SpaceX, Amazon, and Google want data centers in orbit - four engineering barriers stand in the way - Silicon Canals

The race for orbital data centers is about controlling the future of computing on Earth, not just computing in space.
Artificial intelligence
fromTechRepublic
1 day ago

AI Breakthroughs, Security Breaches, and Industry Shakeups Define the Week in Tech - TechRepublic

Tech industry faces rapid AI advancements alongside significant security vulnerabilities and human costs.
Marketing tech
fromwww.marketingdive.com
1 day ago

Go Figure: 3 big marketing numbers from March

The marketing industry is facing a potential slowdown, with significant dips in advertising revenue growth predicted for major platforms like Meta.
Silicon Valley
fromSilicon Canals
1 day ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
Cars
fromThe Verge
2 days ago

Tesla's sales recover slightly, but the trend lines are all bad

Tesla's sales increased 6% year over year, but the company faces significant challenges with declining sales and market share.
fromLondon Business News | Londonlovesbusiness.com
3 days ago

Digital entertainment grew 7x faster than the UK economy - London Business News | Londonlovesbusiness.com

The UK digital entertainment sector hit £13.5 billion in revenue in 2025, reflecting a 7.1% year-over-year growth, significantly outpacing the general economy's growth rate of 1.3%.
Digital life
fromGSMArena.com
9 hours ago

vivo X300 Ultra's European pricing tipped

The vivo X300 Ultra could be priced at €1,900 for the 16GB/1TB variant in Europe, with bundle options starting at around €2,300.
Mobile UX
Video games
fromKotaku
1 day ago

PlayStation 6 Leaks Point To Sony Paving The Way for A Handheld

Sony is reportedly developing a PS6 handheld to compete with Nintendo Switch 2, focusing on Power Saver Mode and backward compatibility.
Science
fromNature
2 days ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
Artificial intelligence
fromFortune
3 days ago

9 reasons AI isn't going to take your job (yet) | Fortune

Employers should approach AI adoption cautiously, as predictions about its impact on employment and capabilities have often been inaccurate.
#microsoft
Business
from24/7 Wall St.
1 day ago

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
from24/7 Wall St.
3 days ago
Business

Microsoft's Pullback From October Highs Is a Buying Opportunity, According to Wall Street

Microsoft's stock decline presents a strong long-term buying opportunity despite robust underlying fundamentals and growth in AI-related sectors.
Business
from24/7 Wall St.
1 day ago

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
Business
from24/7 Wall St.
3 days ago

Microsoft's Pullback From October Highs Is a Buying Opportunity, According to Wall Street

Microsoft's stock decline presents a strong long-term buying opportunity despite robust underlying fundamentals and growth in AI-related sectors.
Games
fromKotaku
2 days ago

How Long Will Players Have To Wait For The Steam Deck 2?

The Steam Deck 2 may be delayed due to RAM issues, while the Super Mario Galaxy Movie sets box office records despite mixed reviews.
fromGSMArena.com
1 day ago

Report: Samsung is looking to offset rising RAM prices in an unusual way

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.
Mobile UX
fromFast Company
3 days ago

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
Science
Gadgets
fromThe Atlantic
3 days ago

You Can't Escape the AI Tax

A significant RAM shortage is driving prices up, affecting consumers and prompting drastic measures at retailers like Costco.
Marketing tech
fromForbes
5 days ago

Automation Promised Efficiency, But It Also Removed Differentiation

Marketing automation has improved efficiency but led to a lack of differentiation in brand messaging and identity.
Business
from24/7 Wall St.
22 hours ago

Oracle: The $500 Billion Backlog vs. the $125 Billion Debt

Oracle's stock has plummeted 58% despite record revenue growth, raising concerns over its financial stability and workforce reductions.
Games
fromwww.theguardian.com
3 days ago

Why is gaming becoming so expensive? The answer is found in AI

PlayStation 5 prices have risen significantly due to increased demand for computing power driven by AI, alongside global economic disruptions.
Artificial intelligence
from24/7 Wall St.
4 days ago

Why the Indiscriminate Carnage in Software Might Be a Once-in-a-Decade Gift for Tech Bulls

Market volatility affects stock prices, particularly in SaaS companies, amid rising oil prices and the impact of AI on the workforce.
Venture
fromFortune
4 days ago

The 'death of SaaS' could be the best thing to ever happen to SaaS M&A | Fortune

Enterprise SaaS M&A reached $83.7 billion in Q4 2025, marking the largest year since 2021 despite concerns over the SaaSpocalypse.
Gadgets
fromGSMArena.com
5 days ago

Ayaneo discontinues Snapdragon 8 Elite based Pocket FIT console due to rising costs

Semiconductor shortages are worsening, leading to increased production costs and potential discontinuation of certain gaming devices.
Business
from24/7 Wall St.
1 day ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
Mobile UX
fromGSMArena.com
1 week ago

PlayStation consoles get massive price hikes across the board

Sony has announced a $100 price increase for PlayStation consoles due to ongoing global economic pressures.
Video games
fromWGB
1 week ago

Marathon Sales Look Soft So Far - PC By Far The Favoured Platform

Marathon has sold 1.2 million copies, generating approximately $48 million in revenue, with PC sales dominating the market.
fromKotaku
6 days ago

PC Gaming RAM Got Cheaper For The First Time In Months

After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly.
Gadgets
Business
from24/7 Wall St.
1 day ago

Walmart Price Prediction: Steady Growth Makes Analysts Bullish

Walmart's stock is projected to reach $130.57 in 12 months, reflecting a 5.7% upside with strong eCommerce and advertising growth.
Video games
fromKotaku
1 week ago

RAM Crisis Is Forcing Super-Popular Kids Console To Raise Prices Again

Nex Playground's price increases to $300 due to a RAM shortage linked to AI infrastructure demands.
Business
from24/7 Wall St.
2 days ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
#semiconductors
Business
from24/7 Wall St.
2 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Tech industry
from24/7 Wall St.
2 days ago

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.
Business
from24/7 Wall St.
2 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Tech industry
from24/7 Wall St.
2 days ago

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.
fromKotaku
1 week ago

New PC Gaming Handheld Would Have To Cost $4,000 Because Of Storage Prices So It's Being Canceled Instead - Kotaku

"At present, the total cost of the product has far exceeded our selling price, even approaching twice the price we originally set."
Gadgets
#amd
Business
from24/7 Wall St.
3 days ago

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.
Business
from24/7 Wall St.
5 days ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
Business
from24/7 Wall St.
3 days ago

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.
Business
from24/7 Wall St.
5 days ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
#pc-shipments
Tech industry
fromTheregister
4 days ago

US PC shipments to fall 13% as memory costs surge

US PC shipments are projected to decline by 13% this year due to a memory and storage crisis, impacting budget PCs the most.
Tech industry
fromTheregister
4 days ago

US PC shipments to fall 13% as memory costs surge

US PC shipments are projected to decline by 13% this year due to a memory and storage crisis, impacting budget PCs the most.
Business
from24/7 Wall St.
4 days ago

SanDisk Gains 5%: 3 Reasons the Memory Supercycle Is Far From Over

SanDisk shares have surged 5% after a significant decline, reflecting investor confidence in the memory market's recovery and ongoing demand.
Tech industry
from24/7 Wall St.
3 days ago

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology shares rebounded 9% after a significant decline, indicating investor reassessment amid ongoing strong demand for memory products.
Business
from24/7 Wall St.
4 days ago

What Correction? 4 Nasdaq Stocks on a Roll That Still Have More Upside

Four technology stocks tied to AI infrastructure have gained double digits while the broader market has retreated.
Tech industry
fromTheregister
4 days ago

Memory-makers' shares are down. Don't blame Google

High memory costs are impacting technology sales, but recent price easing and new compression technology may change market dynamics.
#pc-market
Tech industry
from24/7 Wall St.
1 week ago

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.
Tech industry
from24/7 Wall St.
1 week ago

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.
Tech industry
fromComputerworld
2 weeks ago

IDC lowers its PC sales forecast again - and significantly

IDC lowered its 2026 PC market forecast to an 11.3% decline due to memory shortages, rising component prices, and supply chain disruptions expected to persist into 2027.
fromTechCrunch
4 weeks ago

India PC shipments surpass pandemic peak as first-time users upgrade | TechCrunch

Pandemic-driven lockdowns exposed many people in India to PCs for the first time, expanding the country's PC userbase and creating demand for upgrades as those devices age. Growing digitization, rising PC adoption among startups and small businesses, and wider availability of devices in smaller cities have also supported demand.
Tech industry
Tech industry
fromThe Verge
2 months ago

The PC market braces for an AI-driven storm

Memory shortages driven by AI data-center demand are causing RAM and NAND price surges that will raise laptop and PC prices into early 2026.
Tech industry
fromTheregister
1 month ago

Memory price explosion triggers PC buying spree

Rising DRAM and NAND prices are prompting corporate buyers to accelerate PC purchases, boosting vendor revenues while potentially constraining unit demand later in 2026.
fromTheregister
2 months ago

PC shipments set to hit the buffers as AI guzzles memory

Memory shortages will likely stunt PC shipments in 2026, as available supplies will not be able to meet demand thanks to memory makers chasing the lucrative AI infrastructure market instead. Overall PC market performance in 2025 was healthy, according to research biz Omdia, but it notes that memory and storage supply was already tightening, with associated upward price pressure emerging around the middle of last year.
Tech industry
Tech industry
fromTheregister
1 month ago

Memory and CPU shortages to push up PC prices

Chipmakers' prioritization of AI production is restricting consumer memory and storage supply, driving PC price increases, limited configurations, and sourcing shifts.
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