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for: Thursday, February 26, 2026



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

Nvidia DGX Spark gets 18% price increase as memory shortages bite — Founders Edition now $4,699, up from $3,999

7 days / tomshardware

NVIDIA DGX Spark Sees $700 Price Hike Due To Ongoing Memory Shortages, $4699 New Pricing

7 days / wccftech / Hassan Mujtaba


Chip crunch threatens budget PCs and phones

RAM chip demand driving up PC costs, HP says

7 days / semafor / Tom Chivers

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns

7 days / slashdot / BeauHD

Chip crunch to hit smartphone, PC shipments in 2026 by over 10pc

7 days / siliconrepublic / silicon


DRAM price surge: suppliers hike quotes and contracts

What is causing the RAM shortage? Chip and supply chain experts explain

7 days / techxplore

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

7 days / wccftech / Muhammad Zuhair

Samsung secures 100% price hike from Apple for iPhone 17 memory

7 days / dataconomy / Emre Çıtak


IDC warns record 13% smartphone slump in 2026

Smartphone market poised for 'sharpest decline on record' in 2026

7 days / cnbc

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

8 days / cnet / Jeff Carlson

Smartphone Mkt to Decline 13% in '26, Largest Drop Ever Due to Memory Shortage

8 days / ycombinator

Smartphone sales could be in for their biggest drop ever

8 days / theverge / Emma Roth


All Other Stories

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns https://hardware.slashdot.org/story/26/02/27/008259/memory-price-hikes-will-kill-off-budget-pcs-and-smartphones-analyst-warns?utm_source=rss1.0mainlinkanon&utm_medium=feed

7 days / bsky / @slashdot.org / slashdot.org

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…

#semiconductors #chips #business #jobs #supplychain #intel #manufacturing #technology #qualcomm

Latest Intel exit sees Foundry lead Kevin O’Buckley joining Qualcomm

7 days / siliconrepublic / Suhasini Srinivasaragavan

Intel Shares Slide 3% as Foundry Leader Jumps Ship to Qualcomm

7 days / parameter / Trader Edge

Intel Foundry boss leaves for Qualcomm

7 days / ycombinator

Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm

8 days / techpowerup

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post

8 days / reddit / /u/-protonsandneutrons-

Intel Foundry boss leaves for Qualcomm — Naga Chandrasekaran takes charge of the unit

8 days / tomshardware

Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19853 / 6 stories in 8 days


Nvidia posts $68.1 billion quarter as AI demand surges worldwide

Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…


Investors balk as Nvidia stock tumbles post-earnings

Jim Cramer isn't fretting Nvidia's post-earnings sell-off. Here's how he would respond

8 days / cnbc

Nvidia stock falls despite strong earnings

8 days / semafor / J.D. Capelouto

Wall Street analysts are staying bullish on Nvidia. Traders aren’t

8 days / qz / Shannon Carroll

NVIDIA Corporation (NVDA) Stock:Drops Below $190 Despite Bullish Q4 Revenue Outlook

8 days / parameter / Yasmin Werner


Markets wobble: tech slump and crypto give back gains

Bitcoin and Tech Stocks Tumble in Tandem as Nvidia Earnings Trigger Risk-Off Trading

7 days / parameter / Trader Edge

Nvidia stumbles, crypto shivers, markets wobble: The AI reckoning begins

7 days / e27 / Anndy Lian

Tech weighs down stocks as investors digest Nvidia’s earnings

8 days / sherwood / Tasha Matsumoto

Bitcoin falls back below $67,000, rapidly giving back Wednesday's gains

8 days / coindesk / Stephen Alpher

Nvidia earnings, Big Tech's White House visit, protein prices and more in Morning Squawk

8 days / cnbc


On the floor: Nvidia's record $68.1B AI quarter

How Nvidia’s Record Quarter Signals a Major Shift for Tesla’s Robot Future

7 days / parameter / Trader Edge

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

8 days / betanews / Camila Nogueira

Have we seen peak pricing power for Nvidia chips?

8 days / cnbc

Back to Top / Thursday, February 26, 2026, 3:21 pm / permalink 19830 / 12 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…

#ai #hardware #semiconductors #chips #business #supplychain #pricing #manufacturing #gadgets #memory

Samsung exec confirms you can blame RAM — and other materials — for the Galaxy S26’s higher pricetag www.theverge.com/tech/885566/...

8 days / bsky / @theverge.com / theverge.com

IDC says phone makers will ship only 1.12 billion smartphones as compared to 1.26 billion last year

8 days / bsky / @techcrunch.com / techcrunch.com

Samsung exec confirms you can blame RAM — and other materials — for the Galaxy S26’s higher pricetag

8 days / theverge / Sean Hollister

This Person Paid $300 for a RAM Kit and Ended Up With a Box Full of Modules Worth Over Ten Times More; Talk About Crazy Luck

8 days / wccftech / Muhammad Zuhair

DRAM Shortage Will Cause 'Seismic Shift' in Smartphone Market, But Apple Will Be Less Affected

8 days / macrumors / Juli Clover

IDC: Worldwide smartphone market to decline more than ever in 2026 due to memory shortage driving up costs

8 days / sherwood / Rani Molla

Memory shortage could cause the biggest smartphone shipments dip in over a decade

8 days / techcrunch / Ivan Mehta

RAM supply is so tight, Samsung may be charging Apple double

8 days / reddit / /u/InsaneSnow45

HP warns RAM now makes up 35% of the cost of building a PC

8 days / techspot

Apple Accepts Samsung’s 100% Price Increase on LPDDR5X Memory

8 days / iphoneincanada / Steve Vegvari

RAM now represents 35 percent of bill of materials for HP PCs

8 days / reddit / /u/jluizsouzadev

HP warns: RAM now costs 35% of a PC’s total build

8 days / dataconomy / Emre Çıtak

HP says memory costs doubled in one quarter, now account for 35% of PC build materials

8 days / tomshardware

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.

#gaming #semiconductors #chips #nvidia #gpu #business #supplychain #pricing #memory

Michael Burry flags “troubling” jump in Nvidia’s supply commitments

8 days / sherwood / Hyunsoo Rim

Image post - please click to view at origin

8 days / bsky / @techpowerup.com / techpowerup.com

As Nvidia’s gaming results underwhelm, the company sees “very tight” quarters ahead

8 days / sherwood / Max Knoblauch

Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'

8 days / tomshardware

NVIDIA Confirms Supply Constraints May Limit Gaming GPU Availability

8 days / techpowerup

NVIDIA confirms GeForce RTX 50 shortages due to the global memory crisis, impacting supply through fiscal 2027

8 days / reddit / /u/sr_local

Nvidia's 6-year-old cloud GPUS completely consumed by compute demand

8 days / reddit / /u/CompetitiveLake3358

NVIDIA’s QoQ Gaming Revenue Takes a Hit as CFO Warns Upcoming Months Will Be “Very Tight” For Gaming GPUs Amid Memory Shortages

8 days / wccftech / Muhammad Zuhair

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…

#ai #startups #vc #cloud #hardware #semiconductors #chips #uk #deeptech #supplychain

Startup challenging the ‘AI monoculture’ raises £7.5m

8 days / uktech / Oscar Hornstein

London-Based Callosum Raises $10.25M Funding Round Led By Plural

8 days / startuprise / Kailee Rainse

Callosum Raises $10.25M in Funding

8 days / finsmes / FinSMEs

Plural’s €9.5M bet on Cambridge’s Callosum to break Nvidia’s AI grip

8 days / techfundingnews / Abhinaya Prabhu

UK AI infrastructure startup Callosum challenging AI Silicon Valley “monoculture” comes out of stealth

8 days / tech / John Reynolds

Back to Top / Thursday, February 26, 2026, 6:21 am / permalink 19780 / 5 stories in 8 days


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

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Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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