Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC
Jeff Carlson / cnet - AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.
- AI hardware prices spike; DGX Spark rises $700 (2)
- Chip crunch threatens budget PCs and phones (3)
- DRAM price surge: suppliers hike quotes and contracts (3)
- IDC warns record 13% smartphone slump in 2026 (4)
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AI hardware prices spike; DGX Spark rises $700
Chip crunch threatens budget PCs and phones
DRAM price surge: suppliers hike quotes and contracts
IDC warns record 13% smartphone slump in 2026
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Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19854 / 13 stories in 8 days
Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm
techpowerup - The head of Intel Foundry, Kevin O'Buckley, is leaving the company to join Qualcomm. He will take on the role of Executive Vice President of Global Operations and Supply Chain at Qualcomm, effective March 2, 2026. At Qualcomm, O'Buckley will oversee globa…
Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19853 / 6 stories in 8 days
HP warns RAM now makes up 35% of the cost of building a PC
techspot - Over the past few months, RAM chips used in new PCs have nearly doubled in price. According to HP Inc. CFO Karen Parkhill, memory's share of the PC bill of materials has risen from 15 percent to 18 percent, and now to roughly 35 percent. And that may be o…
Back to Top / Thursday, February 26, 2026, 10:22 am / permalink 19801 / 13 stories in 8 days
Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'
tomshardware - Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.
Back to Top / Thursday, February 26, 2026, 9:21 am / permalink 19795 / 8 stories in 8 days
Callosum Raises $10.25M in Funding
FinSMEs / finsmes - Callosum, a London, UK-based AI infrastructure company for AI models, raised $10.25M in funding. The round was led by Plural, with participation form Advanced Research, Invention Agency (ARIA), Charlie Songhurst (Meta), Stan Boland (FiveAI), John Lazar. T…
Back to Top / Thursday, February 26, 2026, 6:21 am / permalink 19780 / 5 stories in 8 days
Apple is quietly assembling a US chip supply chain, one layer at a time
techspot - TSMC's vast complex outside Phoenix is central to that effort. The 2,000-acre site is slated to host six fabrication plants along with supporting infrastructure. Apple is positioning itself as the anchor customer: the company plans to purchase more than 1…
Back to Top / Wednesday, February 25, 2026, 6:21 pm / permalink 19762 / 3 stories in 9 days
Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET
techspot - Samsung is expected to reveal at least three phones in San Francisco today: the Galaxy S26, Galaxy S26+, and Galaxy S26 Ultra. It seems that reports the company dropped plans for a Galaxy S26 Edge (and likely any future Edge models) following weak S25 Edg…
- Features: AirDrop support and AI's impact on resale values (2)
- Live coverage: Unpacked launch and promotional stunts (3)
- Other: unrelated tech and startup news (1)
- Supply drama: DRAM sourcing, Micron role and internal distributor clash (5)
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Features: AirDrop support and AI's impact on resale values
Live coverage: Unpacked launch and promotional stunts
Other: unrelated tech and startup news
Supply drama: DRAM sourcing, Micron role and internal distributor clash
All Other Stories
Back to Top / Wednesday, February 25, 2026, 7:21 am / permalink 19714 / 19 stories in 9 days
Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200
tomshardware - SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia's B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises and governments.
Back to Top / Wednesday, February 25, 2026, 6:20 am / permalink 19711 / 4 stories in 9 days
MatX Raises $500 Million To Develop AI Chips Competing With Nvidia
Clinton / ventureburn - MatX Accelerates AI Chip Innovation AI chip startup MatX has raised over $500 million to develop hardware that can compete directly with Nvidia. The company was founded in 2022 byThe post MatX Raises $500 Million To Develop AI Chips Competing With Nvidia …
Back to Top / Tuesday, February 24, 2026, 7:21 pm / permalink 19700 / 6 stories in 10 days
Meta Signs Massive AI Chip Deal with AMD
Usman Qureshi / iphoneincanada - Meta is partnering with AMD to deploy 6 gigawatts of AI power. The deal includes custom MI450 chips and could give Meta a 10 percent stake in AMD by 2026.The post Meta Signs Massive AI Chip Deal with AMD first appeared on iPhone in Canada.
Back to Top / Tuesday, February 24, 2026, 1:21 pm / permalink 19673 / 10 stories in 10 days
Dutch AI inference chipmaker Axelera AI raises $250M
John Reynolds / tech - A Dutch chipmaker which designs and manufactures chips for AI inference use has raised more than $250m, with backing from new investor BlackRock.Innovation Industries, the European VC fund, is the lea...
Back to Top / Tuesday, February 24, 2026, 10:22 am / permalink 19649 / 5 stories in 10 days
Apple will start manufacturing the Mac mini in the US later this year
Reece Bithrey / theshortcut - With a brand new 220,000 square foot plant
Back to Top / Tuesday, February 24, 2026, 10:21 am / permalink 19647 / 8 stories in 10 days
ASML Pushes EUV Light Source to 1,000 Watts, Targets 50% More Chip Output by 2030
Maria Garcia / implicator - ASML boosted its EUV light source to 1,000 watts by doubling tin droplet rates, targeting 50% more chip output per machine by 2030.
Back to Top / Tuesday, February 24, 2026, 8:21 am / permalink 19637 / 5 stories in 10 days
AMD and Meta strike $100 billion AI deal that includes 10% stock deal — 6 gigawatt agreement includes up to 160 million AMD shares
tomshardware - AMD and Meta have announced an AI chips deal thought to be worth more than $100 billion.
- Analysts warn: circular financing and heavy dilution risks for AMD (3)
- Chips-for-equity: warrants could give Meta up to 10% (4)
- Meta diversifies from Nvidia; AMD emerges as key rival (2)
- Meta-AMD deal: 6GW MI450 deployment, shipments starting H2 2026 (7)
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Analysts warn: circular financing and heavy dilution risks for AMD
Chips-for-equity: warrants could give Meta up to 10%
Meta diversifies from Nvidia; AMD emerges as key rival
Meta-AMD deal: 6GW MI450 deployment, shipments starting H2 2026
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Back to Top / Tuesday, February 24, 2026, 7:21 am / permalink 19631 / 21 stories in 10 days
SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel
Mike Wheatley / siliconangle - Chipmaker SambaNova Systems Inc. unveiled its most advanced artificial intelligence processor today as it closed on a bumper $350 million late-stage round of funding from Vista Equity Partners, Cambium Capital and others. Alongside the funding, SambaNova …
Back to Top / Tuesday, February 24, 2026, 6:21 am / permalink 19626 / 6 stories in 10 days
Apple Announces Plans to Begin Assembling Mac Mini in U.S. This Year
Joe Rossignol / macrumors - Apple today announced that Foxconn will begin assembling some Mac mini computers at a factory in Houston, Texas later this year.In an interview with The Wall Street Journal, Apple's operations chief Sabih Khan said U.S. assembly of some Mac mini units is …
- Inside tours: Apple’s US supply-chain strategy and challenges (1)
- Mac mini assembly in Houston: Foxconn to produce US units (7)
- U.S. chip push: TSMC fabs and Apple chip sourcing (3)
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Inside tours: Apple’s US supply-chain strategy and challenges
Mac mini assembly in Houston: Foxconn to produce US units
U.S. chip push: TSMC fabs and Apple chip sourcing
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Back to Top / Monday, February 23, 2026, 10:21 pm / permalink 19620 / 15 stories in 11 days
Nvidia superchip infusion finally coming to Windows PCs, report says
Tobias Mann / theregister - Nv-based integrated graphics for Wintel box also in the works Your next laptop may have Nvidia inside – not in the form of a GPU, but as a system on a chip, complete with CPU. Team Green could be chipping away at Intel's marketshare and giving people Arm-…
Back to Top / Monday, February 23, 2026, 4:21 pm / permalink 19602 / 4 stories in 11 days
ASML Boosts EUV Power to 1,000W for Better Yields and Lower Chip Costs
techpowerup - ASML says it has boosted the light source power in its EUV lithography systems to 1,000 watts, up from roughly 600 W today. According to a Reuters report, the company claims the increase could enable up to 50% more chip output by the end of the decade. Mo…
Back to Top / Monday, February 23, 2026, 10:22 am / permalink 19574 / 4 stories in 11 days
Nvidia’s Next PC Play Is an AI Laptop Chip, Not Just a Faster GPU
eWEEK Staff / eweek - Nvidia is reportedly returning to consumer laptops with SoC-style processors via MediaTek and Intel tracks, betting AI PCs will reward tighter integration and better efficiency.The post Nvidia’s Next PC Play Is an AI Laptop Chip, Not Just a Faster GPU app…
Back to Top / Monday, February 23, 2026, 5:20 am / permalink 19562 / 5 stories in 11 days
Apple Eyeing A “Deep Red” iPhone 18 Pro And Pro Max After The Phenomenal Popularity Of The Cosmic Orange iPhone 17 Pro Duo
Rohail Saleem / wccftech - Apple has a new secret sauce for giving its sales cadence for the upcoming iPhone 18 Pro and Pro Max a little extra 'oomph factor,' especially in critical markets such as China. And that secret sauce relates to leveraging color options that are generally …
Back to Top / Sunday, February 22, 2026, 9:21 am / permalink 19547 / 11 stories in 12 days