#ai-datacenter-demand

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#earnings-beat #memory-supply-shortage #coherent-inc #ram-shortage #smartphone-market-decline
Gadgets
fromThe Verge
22 hours ago

Smartphone sales could be in for their biggest drop ever

Smartphone shipments will plummet 12.9 percent in 2026 due to RAM shortage caused by AI companies, while average prices reach record highs of $523.
Business
from24/7 Wall St.
1 week ago

SanDisk Soars 163% in 2026: Can it Be the Market's Top Performer in Back-to-Back Years?

SanDisk surged after a massive Q2 2026 earnings beat driven by AI/datacenter NAND demand and a constrained high‑bandwidth memory supply.
Gadgets
fromKotaku
3 weeks ago

Valve's Steam Machine Just Got Delayed Because Of The AI Race

Valve postponed the Steam Machine launch from early 2026 to later in the year due to industry memory and storage shortages driven by AI demand.
#coherent-inc
more#coherent-inc
Gadgets
fromKotaku
4 weeks ago

Target Employee Shows In Real Time How Tech Prices Are Going Up, Up, Up

Retail SSD and SD card prices were deliberately raised in-store, causing online price jumps amid supply competition driven by datacenter and AI demand.
fromKotaku
1 month ago

Nvidia Bringing Back RTX 3060 As DRAM Shortage Continues

The rising cost of PC parts is getting so bad that Nvidia is reportedly going to start making RTX 3060s again, so people have something to buy in the future while all the new shiny tech gets consumed by the AI industry. You've likely already noticed that in 2025, it became more expensive to build or upgrade a PC. Thanks to hyperscalers and AI-focused tech companies gobbling up PC parts to build datacenters,
Artificial intelligence
Tech industry
fromThe Verge
2 months ago

Micron says memory shortage will 'persist' beyond 2026

DRAM and NAND supply will remain tight through and beyond 2026 as AI-driven HBM demand outstrips production, raising memory prices and straining device availability.
Gadgets
fromFuturism
2 months ago

AI Data Centers Are Making RAM Crushingly Expensive, Which Is Going to Skyrocket the Cost of Laptops, Tablets, and Gaming PCs

Micron is ending the Crucial consumer RAM and SSD lines to prioritize AI datacenter customers, driving higher RAM prices and reducing affordable options for gamers and consumers.
Business
from24/7 Wall St.
3 months ago

Coherent Gains 12% in After Hours Following Q3 Earnings Beat

Coherent returned to profitability driven by AI datacom demand, with accelerating revenue, expanding margins, and cautious management guidance amid product ramp plans.
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