Dell Technologies remains a Buy, with AI-driven revenue visibility and a multi-year accumulation thesis, despite delayed ...
Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second ...
The latest IDC numbers reveal healthy shipment rise in Q4 2025, but the situation could look vastly different in 12 months ...
The Fed is expected to hold rates steady at the upcoming meeting, with a 'wait and see' stance likely until at least April or ...
Memory chip prices surge 50% in Q1 2026 as AI demand exhausts supply. Micron, Samsung, SK Hynix sold out while laptop and ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
Semiconductors are a cyclical business, prone to swing from surplus to shortage. Yet this cycle may be different, as demand ...
The office products industry faces relentless headwinds as remote work, digitization, and shifting workplace habits erode ...
Analyst firm IDC says that major PC makers are warning of 2026 PC price increases of as much as 20 percent, thanks to ongoing ...
As for the PC market, several of the leading vendors have already warned of cost increases for the second half of 2026, IDC said. Lenovo, Dell, HP, Acer, and ASUS have all pointed to 15-20% price ...
NVIDIA’s advanced GPUs are primarily manufactured by TSMC in Taiwan, but geopolitical risks are pushing the company to ...