Counterpoint thinks DRAM and NAND will squeeze 2026 shipments, with Google oddly best placed to handle the crisis despite a having a wobbly Tensor G5. The memory shortage is turning… Counterpoint ...

We are seeing a surge in reports of dead Ryzen 5 9600X CPUs, and it is happening often enough to appear more than coincidental. In the past 30 days, there have been at least four ...

The advantage today is not a slick advert or a fancy remote, it is who controls panels and production. Chinese makers supplied 71 per cent of television panels made in Asia last year, according to TCL ...

Amazon, Google and Microsoft are on track to shed a combined $900bn in market value since reporting quarterly earnings during the past week. Shareholders recoiled at a capex feast bigger than Israel’s ...

Software King of the World Microsoft said it is “derisking” its AI build-out costs by contracting GPU capacity to customers before it splurges. It said Microsoft Cloud revenue topped $50bn… Software ...

Server demand is stretching lead times, and gaming rigs are set to take the hit. The broader tech supply chain is under serious pressure thanks to the infrastructure buildout, and… Server demand is ...

Antitrust filings hint ChromeOS will be phased out after its support window, with Aluminium lined up to take the wheel. Newly uncovered court documents suggest that Google’s pivot to Android… ...

Nvidia’s promised return to China with its H200 AI chip is still waiting for Washington to sign the paperwork. Nearly two months after Donald Trump approved exports in return for… Nvidia’s promised ...

Google is stuffing AI into everything and setting money on fire to stay ahead. Alphabet logged an 18 per cent jump in fourth-quarter revenue, with sales near $114 billion, as ads ...

Qualcomm just learnt that beating expectations is pointless if the guidance smells even slightly off. Qualcomm posted record fiscal first-quarter revenue of $12.25bn and non-GAAP earnings per share of ...

Claude just kicked the legs out from the analysts’ cosy little data racket. For years analystis would hoard mountains of financial data and flog it to the cocaine nose jobs of W ...

Valve’s Steam Machine just ran into the RAM shortage and appears to be delayed. When Valve unveiled the Steam Machine, Steam Frame, and Steam Controller in November, it said to… Valve’s Steam Machine ...