NAND stories
Asia-Pacific PC shipments seen falling 13.7% in 2026
Last month
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semiconductors
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hyperscale
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dc
Asia-Pacific PC shipments are expected to reverse sharply in 2026 as memory shortages and higher prices squeeze supply after a strong 2025 rebound.
Southeast Asia smartphone value rises as shipments stall
Last month
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supply chain
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apple
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samsung
Samsung keeps Southeast Asia lead as Apple jumps to third, but rising memory costs and a shift to pricier phones lift revenue above shipments.
IDC cuts 2026 PC forecast as memory shortages bite
Last month
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partner programmes
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supply chain
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risk & compliance
IDC warns memory shortages and supply constraints will drive a steeper 2026 fall in PC and tablet shipments, even as market value rises.
IDC warns smartphone shipments to fall on memory shock
Fri, 27th Feb 2026
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semiconductors
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supply chain
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apple
IDC says a memory shortage will drive a record 12.9% drop in 2026 smartphone shipments, hitting low-cost Android makers hardest.
VDURA index tracks volatile SSD pricing & AI impact
Wed, 21st Jan 2026
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datacentre infrastructure
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hyperscale
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dc
VDURA launches index and modelling tool as AI-fuelled SSD volatility drives 189% flash cost surge and widens gap with hard drives.
AI boom to drive chip equipment sales to record 2027
Fri, 19th Dec 2025
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hyperscale
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dc
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supply chain
AI-driven demand will push chipmaking kit sales to a record $133 billion in 2025, climbing further to $156 billion by 2027, SEMI says.
Pure Storage & Micron expand partnership for data centres
Wed, 8th Jan 2025
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storage
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uc
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ai
Pure Storage has expanded its collaboration with Micron Technology to enhance energy-efficient solutions for hyperscale data centres, integrating advanced NAND technology.