Subject


AMD


2026-02-20

[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product Delays

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

2026-02-04

[News] AMD 1Q Sales to Slip Despite $100M MI308 China Boost, Next-Gen AI Chips Set for 2H Ramp

As leading chipmakers led by NVIDIA continue to ride the AI boom and press suppliers such as TSMC for more capacity, AMD struck a more cautious tone. At its Feb. 3 earnings call, the company forecast a modest decline in first-quarter revenue, even as stronger-than-expected AI chip shipments to China...

2026-02-04

[News] CPU Prices Reportedly Diverge as Consumer Stays Flat Despite Potential 15% Server-Grade Hikes

To what extent are CPU prices rising, and how is this playing out in the consumer market? Despite growing speculation about price hikes, a report by Cailian Press finds that consumer CPU prices have so far remained largely stable. According to the report, based on observations in Shenzhen’s Huaqia...

2026-01-20

[News] Intel Recruits Qualcomm and AMD GPU Veteran Eric Demers to Advance AI Push

Intel has brought in a veteran GPU architect to strengthen its AI efforts. According to Tom’s Hardware, Eric Demers, who designed many of the leading GPUs at ATI Technologies, later acquired by AMD, and went on to lead Qualcomm’s GPU designs, has joined Intel with a focus on AI. Demers will serv...

2026-01-20

[News] VRAM Shortage Reportedly Drives NVIDIA’s RTX 50 Price Hikes at Taiwan’s GPU Card Makers This Month

While earlier reports from Wccftech said NVIDIA was reshuffling RTX 50 series supply toward 8GB GeForce RTX 5060 and 5060 Ti models amid memory shortages, the impact now appears to be spreading across Taiwan’s major graphics card makers. According to Commercial Times, MSI has already moved to rais...

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