Factory Prices Up, Channel Prices Down: The Weird Reality of Today's PC Hardware Market

Walk into Shenzhen's Huaqiangbei and shelves are packed. But sales have stalled. Memory prices dipped slightly, while GPU prices keep surging. Factory costs are up, but sellers are cutting deals to survive. Is this a buyer's market or a trap?

2026-10-29

Reading

NVIDIA Confirms RTX 5090 Is Not Discontinued – But Supply Remains Tight

The RTX 5090 is not dead. NVIDIA confirms it is still shipping, but supply remains tight. The official word ends cancellation fears, but finding one in stock is still a challenge.

2026-10-19

Reading

DDR4 Is Now Climbing Faster Than DDR5 – And the Shortage May Last Two More Years

DDR4 prices have overtaken DDR5, Barclays reports. Older memory now costs more in some channels. DDR4 rose 24% in three months; DDR5 about 20%. Supply tightness could last two more years.

2026-10-15

Reading

Memory Shortages Are Pushing GPU Prices Higher – Even Used Ones

Memory shortages are pushing GPU prices higher across the board. New cards are well above MSRP, and used GPUs are climbing too. That old card sitting in a drawer may be worth checking.

2026-09-30

Reading

AI Is Reshaping Enterprise SSD Demand: What’s Next for the Market?

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.

2026-09-24

Reading

RTX 5090: Official US Channels Sold Out, Third-Party Prices Hit $9,500

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.

2026-09-17

Reading

Top 10 Fabless IC Design Houses Post 73% YoY Growth – AMD Breaks into Top Three

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.

2026-09-14

Reading

Cisco, NVIDIA & Supermicro – The New Power Trio of Rack-Scale AI

Three companies, one integrated stack: Cisco networking + NVIDIA compute + Supermicro liquid-cooled servers. The AI infrastructure market is shifting to pre-validated rack-scale systems – and power/cooling are now as critical as chips.

2026-09-07

Reading

NVIDIA Just Wrote a $3.5B Check to MediaTek – And It Is Not Just About Chips

NVIDIA invests $3.5B in MediaTek. MediaTek will offer NVLink Fusion (chiplet, C2C, NVHBM) to custom silicon clients, letting hyperscalers plug XPUs into NVIDIA's ecosystem. Partnership runs through 2030. NVIDIA secures AI backbone.

2026-09-04

Reading