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11 May

Global IT Component Pricing Evidence

Independent global market data confirms a structural increase in component pricing driven by AI-related demand and supply reallocation. Independent Global Market Data IT Component Pricing Impact (2026) Independent global market data confirms a structural increase in component pricing driven by AI-related demand and supply reallocation. Executive Summary Independent global market data confirms a structural increase … Continued
29 Apr

Memory Shortages & Their Impact on PCs

Past learnings from NAND and CPU shortagesPredictions for 2026 Memory Shortages & their impact on PCs What are the reasons for upcoming memory shortages and subsequent price hikes? With explosion of demand for AI, capacities in fabs get shifted to high-bandwidth memory and advanced DRAM. CPUs are impacted to a lesser extent with manufacturers prioritizing … Continued

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