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IDC Slashes 2026 PC Outlook as Memory Squeeze Deepens

IDC says AI infrastructure demand is diverting DRAM and NAND to servers, keeping supply tight through 2027.

Dell Shares Soar on Earnings Beat and $50 Billion AI Server Outlook

Canaan Stock Falls on EPS Miss Despite Record Quarter as Nasdaq Deadline Nears

Super Micro Surges After Raising FY26 Sales Target to $40 Billion on AI Server Boom

DRAM Prices Forecast to Nearly Double in Q1 2026 on AI-Fueled Shortage

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Report Says Samsung Preparing Austin Line for Advanced iPhone Camera Sensors

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Canaan Lands 50,000-Plus U.S. Bitcoin Miner Order as Shares Jump About 25%

Block Debuts Modular 10-Year Bitcoin Miner and Free Open-Source Management Suite

NVIDIA Releases Triton Server Version 25.07 to Patch Critical Python-Backend Flaws

Nvidia to Exhibit at Beijing Supply Chain Expo as US Tightens Chip Controls