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 ...

OpenAI is sounding out Nvidia, Microsoft and Amazon for close to $40bn as part of a supposedly blockbuster $100bn funding round. Nvidia is being lined up for as much as… OpenAI is sounding out Nvidia, ...

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 ...

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 ...

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 ...

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 ...

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 ...

The US wants more chips made at home, Taiwan wants its crown jewels kept on the island, and Nvidia would like everyone to stop using the word “shift” and focus on capacity rat ...

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… ...

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 ...

In 2012, Sharp wheeled out the first 8K TV prototype at CES in Las Vegas, kicking off a long campaign of glossy promises. By 2015, the first 8K TVs went on sale in Japan for 16 million yen (about €119 ...

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 ...