… This represents an incredible jump of 61,818% to 73,636%, and it comes on revenue forecasts of $3.24 to $3.68 billion 22 to 25 billion yuan — more than double the $1.5 billion it achieved last year, according to the South China Morning Post SCMP . …
… IDC, meanwhile, has already revised its 2026 PC market forecast downward by up to 9% as a direct consequence of memory scarcity and rising prices. …
… New fabs from all three makers are under construction, but none will reach volume production before late 2027 at the earliest, and most forecasts now predict a structurally higher price floor that persists even after the acute shortage eases. …
… Meta raised its full-year 2026 capex forecast to between $125 billion and $145 billion in April, citing higher component pricing and competition for land, power, and construction labor. …
… As a result, AMD now expects the server CPU market to grow at more than 35% annually through 2030 compared to its prior forecast of around 18% CAGR , reaching $120 billion in 2030. …
… Those forecasts are backed by multi-year supply agreements worth roughly $100 billion that Micron has already signed with customers, underscoring how seriously hyperscalers are treating long-term memory availability. …
Filter Year Month Go 104 articles July 29 Iwill intros dual-Opteron mobo with 16 DDR memory slots Nvidia claims it's sold 1.5 million nForce4 SLI mobos Mobo makers facing component shortages Production problems at Samsung and Hynix to squeeze NAND flash supply Faster adoption of DDR2 can speed up D… …
…379 — GPU drops to historical low price for the 16 GB variant Nvidia's $100 billion investment in OpenAI raises big antitrust concerns — legal experts and policymakers raise eyebrows over potential for…
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