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Monday 23 February 2026
Lenovo hits North American partners with price increases driven by memory shortage
Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...
Monday 23 February 2026
Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...
Monday 23 February 2026
Microsoft taps AI exec Asha Sharma to lead Xbox back to console roots
Microsoft has named AI executive Asha Sharma as the new head of its Xbox and gaming division. The appointment signals a deliberate pivot back to console players, after years of chasing...
Saturday 14 February 2026
AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
Friday 13 February 2026
Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...
Thursday 12 February 2026
China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
Thursday 12 February 2026
Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages
Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is...
Wednesday 11 February 2026
Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Sunday 8 February 2026
Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook
Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...
Sunday 8 February 2026
Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms
Chicony Power, a Taiwanese power and energy management company, is accelerating a strategic shift away from its traditional reliance on PC and notebook power supplies, expanding into...
Friday 6 February 2026
PC makers reportedly eye China DRAM for the first time as global memory supply tightens
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...