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AI demand lifts silicon wafer shipments 13.1% in Q1
Semiconductors

AI demand lifts silicon wafer shipments 13.1% in Q1

AI data centre orders helped push worldwide silicon wafer shipments 13.1% higher in the first quarter, SEMI said.

By Sean Mitchell • 3 min read • Last week
Lexar Udaan 2.0 in Thailand to reward India partners
Storage

Lexar Udaan 2.0 in Thailand to reward India partners

Top Indian resellers are set to be rewarded in Thailand as Lexar courts a channel network vital to growing storage demand across 46 cities.

By Sean Mitchell • 4 min read • Last month
Komprise unveils Flash Stretch to cut flash storage costs
Storage

Komprise unveils Flash Stretch to cut flash storage costs

Enterprises could reclaim more than 70% of primary capacity as rising DRAM and SSD prices squeeze flash storage budgets.

By Sean Mitchell • 4 min read • Fri, 27th Mar 2026
Asia-Pacific PC shipments seen falling 13.7% in 2026
Semiconductors

Asia-Pacific PC shipments seen falling 13.7% in 2026

Higher component costs and shortages are set to curb demand, with regional PC shipments forecast to drop to 92.0 million units in 2026.

By Mark Tarre • 4 min read • Thu, 26th Mar 2026
AMD & Samsung deepen AI memory, packaging alliance
Semiconductors

AMD & Samsung deepen AI memory, packaging alliance

AMD and Samsung are deepening their alliance to co-develop HBM4 and DDR5 memory and advanced packaging for next-wave AI and data centre systems.

By Sean Mitchell • 4 min read • Thu, 19th Mar 2026
PC shipments to plunge in 2026 on memory shortages
Semiconductors

PC shipments to plunge in 2026 on memory shortages

Global PC shipments are set to slump 12% in 2026 as memory shortages push component costs sharply higher and force up system prices.

By Mark Tarre • 4 min read • Mon, 16th Mar 2026
IDC cuts 2026 PC forecast as memory shortages bite
Partner Programmes

IDC cuts 2026 PC forecast as memory shortages bite

IDC warns memory shortages and supply constraints will drive a steeper 2026 fall in PC and tablet shipments, even as market value rises.

By Mark Tarre • 3 min read • Fri, 13th Mar 2026
IDC says global server revenue hits USD $444.1 billion
Network Infrastructure

IDC says global server revenue hits USD $444.1 billion

IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.

By Mark Tarre • 3 min read • Thu, 12th Mar 2026
Ten essential tips for buying reliable server memory
Virtualisation

Ten essential tips for buying reliable server memory

Choosing the right server memory means balancing type, capacity, speed and reliability to match workloads and future growth.

By Iwona Zalewska • 5 min read • Wed, 4th Mar 2026
IDC warns smartphone shipments to fall on memory shock
Semiconductors

IDC warns smartphone shipments to fall on memory shock

IDC says a memory shortage will drive a record 12.9% drop in 2026 smartphone shipments, hitting low-cost Android makers hardest.

By Mark Tarre • 4 min read • Fri, 27th Feb 2026
AI notebook prices drop as retailers face tough trade-offs
Semiconductors

AI notebook prices drop as retailers face tough trade-offs

AI notebook prices across Europe have slumped by a third, pushing the tech into the mainstream as retailers juggle volume against margins.

By Sean Mitchell • 4 min read • Fri, 9th Jan 2026
AI boom to drive chip equipment sales to record 2027
Hyperscale

AI boom to drive chip equipment sales to record 2027

AI-driven demand will push chipmaking kit sales to a record $133 billion in 2025, climbing further to $156 billion by 2027, SEMI says.

By Catherine Knowles • 5 min read • Fri, 19th Dec 2025
AI boom drives record rise in chip equipment spending
Semiconductors

AI boom drives record rise in chip equipment spending

AI demand pushed Q3 2025 chip equipment billings to a record USD $33.66 billion, up 11% year on year as investment in advanced nodes surged.

By Kaleah Salmon • 4 min read • Wed, 10th Dec 2025

Stories from Other Regions

DRAM stories

VDURA adds RDMA & AI-focused context-aware tiering
Storage

VDURA adds RDMA & AI-focused context-aware tiering

VDURA adds RDMA and unveils context-aware tiering to cut CPU bottlenecks and speed AI training and inference across its data platform.

By Sean Mitchell • 4 min read • Thu, 19th Mar 2026
StorONE targets flash cost surge with 9x ROI tiering push
Storage

StorONE targets flash cost surge with 9x ROI tiering push

StorONE's 3.9 platform debuts 9x ROI flash tiering, mixing SSD and HDD to curb soaring flash costs without sacrificing performance.

By Kaleah Salmon • 4 min read • Fri, 20th Feb 2026
AI boom drives PC component shortages, price rises
Storage

AI boom drives PC component shortages, price rises

AI data centre investment is starving Europe's PC market of key components, driving sharp RAM and SSD price rises into 2026.

By Sofiah Nichole Salivio • 4 min read • Fri, 6th Feb 2026
Vespertec warns AI growth will hit hard data centre limits
Private Cloud

Vespertec warns AI growth will hit hard data centre limits

Vespertec says AI growth will slam into hard data centre limits by 2026, as chip, memory and cooling bottlenecks reshape infrastructure plans.

By Joseph Gabriel Lagonsin • 4 min read • Mon, 12th Jan 2026