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Google Cloud time-slices accelerators for RL training
Data centers

Google Cloud time-slices accelerators for RL training

Large language model post-training could get cheaper as idle accelerator time is cut from about 60% to 30% in early tests.

By Mark Tarre • 4 min read • Last week
Global smartphone shipments fall 11% on memory shortage
Data centers

Global smartphone shipments fall 11% on memory shortage

Memory shortages pushed handset prices higher, sending global smartphone shipments down 11% in the second quarter and hitting budget buyers hardest.

By Mark Tarre • 4 min read • This month
Nanya sales surge as DRAM prices drive margin gains
Semiconductors

Nanya sales surge as DRAM prices drive margin gains

Nanya Technology's second-quarter revenue rose 68.2% as DRAM prices climbed, while gross margin reached 79.5% and net income hit TWD NT$50.2 billion.

By Sean Mitchell • 3 min read • This month
AI demand to push memory fab spending past USD $50bn
Data centers

AI demand to push memory fab spending past USD $50bn

Memory makers are set to spend more than USD $50 billion on 300mm fab equipment in 2026 as AI demand drives HBM and DDR5 capacity.

By Sean Mitchell • 3 min read • This month
AMD buys MEXT to boost data centre memory efficiency
Virtualisation

AMD buys MEXT to boost data centre memory efficiency

Rising memory demand in AI and cloud systems could push operators to rethink costly DRAM-heavy builds after the acquisition.

By Sean Mitchell • 3 min read • Last month
RAMaggedon: Why the memory crisis is a digital inclusion crisis
Fintech

RAMaggedon: Why the memory crisis is a digital inclusion crisis

Rising memory chip costs are forcing handset makers to lift prices, risking wider digital exclusion in emerging markets and pushing budget phones out of reach.

By Dion Price • 7 min read • Last month
Record semiconductor equipment billings rise 14% on AI
Semiconductors

Record semiconductor equipment billings rise 14% on AI

Investment in chipmaking tools hit a record USD $36.55 billion in the first quarter as AI demand kept factories expanding.

By Mark Tarre • 3 min read • Last month
Europe retail tech shifts to higher-performance PCs
Storage

Europe retail tech shifts to higher-performance PCs

Consumers are prioritising pricier PCs over phones, as higher component costs and longer upgrade cycles lifted retail tech revenues across Europe.

By Sean Mitchell • 3 min read • Fri, 8th May 2026
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 • Tue, 5th May 2026
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 • Tue, 7th Apr 2026
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

Stories from Other Regions

DRAM stories

Samsung brings first Yongin chip fab launch forward to 2029
Semiconductors

Samsung brings first Yongin chip fab launch forward to 2029

Rising AI memory demand is prompting Samsung to speed up its first Yongin semiconductor plant, with output now slated to start in 2029.

By Sean Mitchell • 4 min read • This month
Kingston expands industrial memory for embedded systems
Manufacturing

Kingston expands industrial memory for embedded systems

System designers and OEMs gain longer-term supply and support as Kingston adds industrial memory and SSDs for harsher, high-uptime deployments.

By Mark Tarre • 3 min read • Last month
How embedded DaaS finance drives IT upgrades and creates predictable refresh cycles for the channel
Digital Transformation

How embedded DaaS finance drives IT upgrades and creates predictable refresh cycles for the channel

Rising device prices and tight budgets are pushing more firms towards monthly finance, giving resellers steadier upgrades and richer service sales.

By Jordan Lisle • 6 min read • Mon, 30th Mar 2026
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