North American CSPs are raising enterprise SSD forecasts for 4Q26. Growth now includes QLC, not just TLC. AI demand is moving toward inference and caching. In China, DeepSeek's KV cache offloading is pushing high-capacity QLC SSDs.

Consumer IT hardware is in a broad price uptrend. Memory, SSDs, GPUs, and monitors are all affected. The cause is structural: AI demand is pulling advanced capacity toward HBM, squeezing consumer DRAM and NAND supply. A return to previous prices looks unlikely near term.

Official US channels have no RTX 5090 stock left. Third-party sellers want $6,500 to $9,500 – nearly double June's median. AI demand is the culprit. Micro Center still sells at $4,299. Sourcing one? Watch for fakes.

Top 10 fabless IC revenue surged 73% YoY in 2Q26, hitting $141.45B. NVIDIA holds 64% share, AMD breaks into top three, Broadcom gains on custom ASICs. Agentic AI is putting CPUs back in the spotlight.