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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 Market Outlook: Shortages, Pricing Pressures & Industry Response 1. Drivers Behind Upcoming Memory Shortages & Price Increases Rapid expansion of AI workloads is redirecting fabrication capacity toward high-bandwidth memory (HBM) and advanced DRAM Constrained production availability for mainstream PC memory and components CPU supply remains … Continued

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