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

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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

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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

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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

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Kioxia & Sandisk Just Announced ¥5 Trillion for Japan. What This Means for Hardware Sourcing.

Kioxia & SanDisk commit JPY 5T to Japan NAND expansion. New K3 Fab targets 2029 production. Three supply chain takeaways for IT hardware buyers planning 2027–2029 sourcing.

2026-08-31

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Counterpoint: Prices of some memory chips more than doubled around the Spring Festival, and supply shortages are expected to continue into the second half of 2027.

According to a report by the Korea Herald today, market research firm Counterpoint Research stated at an online seminar that the prices of some memory products increased by more than 100% around the Lunar New Year , and the overall supply shortage will continue until the second half of 2027 .

2026-03-13

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To maximize profits, Samsung and SK Hynix have jointly reduced NAND flash memory production.

Samsung and SK Hynix cut 2026 NAND production to boost profits, triggering price surges and supply shortages amid AI demand.

2026-01-20

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Goldman Sachs research seems to point towards DRAM and SSD prices spiking next year as memory supply lags behind demand

Memory supply crunch set to trigger massive price spikes ahead.

2025-12-17

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Micron Announces Exit from Crucial Consumer Business

Micron decision to exit the Crucial consumer business

2025-12-04

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