Tag Directory / SUPPLYCHAIN showing 1–6 of 6 RSS

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 #mobiletech #semiconductors #chips #business #datacenter #supplychain #manufacturing #smartphone #memory

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)
All Other Stories

8 days / cnbc

8 days / cnet / Jeff Carlson

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

9 days / ycombinator

Smartphone sales could be in for their biggest drop ever

9 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

8 days / bsky / @slashdot.org / slashdot.org

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

8 days / siliconrepublic / Suhasini Srinivasaragavan

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

8 days / parameter / Trader Edge

Intel Foundry boss leaves for Qualcomm

8 days / ycombinator

Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm

9 days / techpowerup

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post

9 days / reddit / /u/-protonsandneutrons-

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

9 days / tomshardware

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

9 days / bsky / @techcrunch.com / techcrunch.com

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

9 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

9 days / wccftech / Muhammad Zuhair

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

9 days / macrumors / Juli Clover

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

9 days / sherwood / Rani Molla

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

9 days / techcrunch / Ivan Mehta

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

9 days / reddit / /u/InsaneSnow45

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

9 days / techspot

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

9 days / iphoneincanada / Steve Vegvari

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

9 days / reddit / /u/jluizsouzadev

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

9 days / dataconomy / Emre Çıtak

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

9 days / tomshardware

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

9 days / sherwood / Hyunsoo Rim

Image post - please click to view at origin

9 days / bsky / @techpowerup.com / techpowerup.com

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

9 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'

9 days / tomshardware

NVIDIA Confirms Supply Constraints May Limit Gaming GPU Availability

9 days / techpowerup

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

9 days / reddit / /u/sr_local

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

9 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

9 days / wccftech / Muhammad Zuhair

Poland’s FlyFocus Raises €4.5M To Scale European-Made Drone Production

Kailee Rainse / startuprise - FlyFocus, a Warsaw-based defence technology company, has secured €4.5 million in funding. The round was led by ffVC, with participation from the NCBR Investment Fund, the VC arm of Poland’s National Centre for Research and Development. The company will us…

#vc #hardware #defensetech #business #aerospace #supplychain #europe #manufacturing #drone

€4.5M raised by FlyFocus to scale European drone production

9 days / tech / Tamara Djurickovic

Poland’s FlyFocus Raises €4.5M To Scale European-Made Drone Production

9 days / startuprise / Kailee Rainse

FlyFocus Raises €4.5M in Funding

9 days / finsmes / FinSMEs

Poland’s FlyFocus raises €4.5M to build European alternative to Chinese drones

9 days / techfundingnews / Abhinaya Prabhu

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…