Overview
- AMD confirmed late‑Q2 2026 availability for desktop Ryzen AI 400 “Gorgon Point” processors on AM5, with a PRO commercial variant referenced in Lenovo event materials.
- Micron introduced the 3610 NVMe Gen5 QLC SSD for client devices with up to 11,000 MB/s reads and a single‑sided M.2 2230 design offering up to 4TB, now sampling to OEMs.
- OEM launches at CES include MSI’s Stealth 16 AI+ with Intel “Panther Lake” and optional GeForce RTX 5090, the 300W Titan Raider 16 MAX HX, and compact AI mini PCs from SIXUNITED and JWIPC built around new Intel and AMD silicon.
- Show-floor reporting highlights a shift toward modular, easier‑to‑repair laptops as brands such as Dell, HP and Lenovo move to designs with replaceable components like batteries and keyboards.
- Industry analysis points to growing competition for TSMC’s advanced packaging as Apple pursues 3D approaches for future M‑series chips, while AI company MiniMax listed on HKEX at HK$235.4 after pricing at HK$165 (ticker 0100.HK).