Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly
TSMC is sitting on $1 billion worth of finished iPhone chips with nowhere to go
Samsung is locking in five-year chip deals as AI demand shows no signs of slowing
Samsung's chip business is booming, but its phone division just posted its first loss
Micron CEO expects memory shortages to stretch beyond 2027 as AI spending surges
AI demand is overwhelming DRAM and NAND supply
PCB prices are up 40% in a month because of a material most people have never heard of
A petrochemical complex in Saudi Arabia supplied 70% of the world's high-purity PPE resin, and it's been offline since March
The Mac Mini is no longer a niche product, it's local AI infrastructure
Developers and power users are snapping up high-memory systems to run local AI and avoid cloud costs
PC market posts modest growth in early 2026 despite memory shortages and economic strain
IDC reports 2.5% growth as vendors push inventory ahead of rising component costs
Apple may be stockpiling mobile DRAM to outmaneuver rivals in a tight market
Apple is reportedly paying premium prices for memory and absorbing the cost to secure supply and pressure rivals
Broadcom sounds the alarm as chip demand is pushing TSMC to its limits
From wafers to lasers and PCBs, Broadcom highlights a widening shortage across the semiconductor ecosystem
Valve confirms Steam Deck OLED is out of stock due to memory shortages
Surprising absolutely nobody
The Steam Deck is out of stock as the RAM crunch hits gaming hardware
Is Valve choosing to stock up on memory for its upcoming Steam Machine offering?
Laptop makers have about a year of memory stock to ride out the RAM crunch, Intel says
OEM inventory buffers are buying the PC industry time
AI hardware demand could push consumer tech prices up 20% in 2026
AI's appetite for chips is squeezing the market
Nvidia and AMD could kill some low- to mid-range graphics cards as memory shortage crisis intensifies
You can thank AI for hoarding all the DRAM like it's toilet paper in 2020
Intel can't spin up 18A fast enough, so Intel 7 is now the new CPU bottleneck
Intel is stuck on yesterday's tech while it waits for tomorrow's
TL;DR: Intel's next-generation 18A process, its most advanced manufacturing technology, is ramping up more slowly than expected. Until it reaches high-volume production, the company's heavily utilized Intel 7 lines will continue to constrain output for both client and data center chips. In the meantime, Intel is prioritizing higher-margin server processors to offset supply limitations and preserve profitability.
A shortage of high-voltage power cables could stall the clean energy transition
A cable crunch is coming, warns NKT CEO Claes Westerlind
Nintendo apologizes as Switch 2 demand overwhelms supply in Japan
Is this all that surprising at this point?
OpenAI rolls out GPT-4.5 to Pro users only, faces shortage of GPU horsepower
Plus-tier members will have to wait until next week for access
AMD blames Intel's "horrible" CPUs for Ryzen 7 9800X3D shortages
Burn!
Big quote: What do you do when your latest CPU is proving so popular that consumers are struggling to get their hands on it? If you're AMD, it's to partly blame rival Intel for releasing such a "horrible product" as a competitor – i.e., the Arrow Lake desktop processors.
Crypto miners are buying up all the AMD Ryzen CPUs
The Ryzen 9 7950X is particularly sought after because of its support for AVX512 instruction sets
Sony says PS5 supply chain issues have ended after three years, expects record holiday season sales
Pour one out for PS5 scalpers
Upcoming ban of GeForce RTX 4090 exports to China is affecting prices everywhere
Things could get worse before they get better
Tokyo retailers sound the alarm on potential graphics card drought
Demand for the high-end Lovelace cards is outpacing supply in Japan
Blurred lines: the difference between fabless and foundry companies
A rose by any other name
Chip delivery times see biggest decline in years as shortages alleviate
Oversupply is a bigger problem these days
TSMC: Shortage of inexpensive chips, ranging from $0.50 to $10, is bottlenecking the supply chain
Not enough $0.50 chips is impacting entire industries