GTA 6 is now the most pre-ordered game ever on both the PlayStation Store and the Microsoft Store, according to Sony and Microsoft. Sony announced the record in a PlayStation Blog post that opened PS5 pre-loading nine days before the November 19 launch, pointing to "unprecedented demand" for the early start. Xbox then called it "the most pre-ordered title of all time on the Microsoft Store" while confirming that GTA 6 will stream to Xbox One through Cloud Gaming. Neither company shared actual numbers, however.

Sensor Tower's tracker fills some of that gap. As of November 10, the firm estimates 9.69 million pre-orders worth about $942 million net of returns, up from 7.71 million a week earlier and 6.45 million in late October. PlayStation holds roughly 75% of that with 7.23 million copies and $703 million, while Xbox sits at 2.46 million copies and $239 million. That averages out to around $97 per copy, which fits with most buyers going for the $100 Ultimate Edition. If accurate, GTA 6 has passed the 8 million pre-orders CD Projekt reported for Cyberpunk 2077 in 2020. The comparison isn't quite like-for-like, though, since Cyberpunk also launched on PC and likely counted physical copies, while Sensor Tower seems to track digital console orders only.

Maono, a leading global professional microphone brand, today announced the availability of the PD500W Hybrid Microphone, a professional dynamic microphone system designed to support modern creators across podcasting, streaming, video production, interviews and live content creation. Combining 2.4 GHz wireless, USB-C and XLR connectivity with optional 32-bit float internal recording and safety-track backup, the PD500W offers a flexible audio solution for a range of production workflows.

The retail launch follows a successful 60-day Kickstarter campaign, which concluded on August 30, 2026, with 279 backers pledging US$100,124—more than double its original US$50,000 funding goal. The PD500W was developed around a practical challenge facing modern creators: a single recording session may begin at a desk, move to an on-location interview and later transition to a mobile or studio setup. By combining three connection options—USB-C, XLR and compatible 2.4 GHz wireless—with internal recording, the PD500W gives creators the flexibility to adapt to different devices and production environments without switching microphones.

World of Warcraft: Forever is now the biggest launch in WoW history by peak concurrent players, according to Blizzard. The official Warcraft account also says the game brought back the highest number of returning players the franchise has ever seen. Forever went live on November 4 for Windows and macOS, and it is included with a regular WoW subscription. Blizzard didn't share any actual numbers, so it's hard to say how big the lead is. Going by the claim, Forever beat every expansion launch, including Wrath of the Lich King, as well as WoW Classic in 2019. However, Blizzard never published peak concurrent figures for those launches either, so a direct comparison isn't possible.

The launch itself went far more smoothly than the beta, which had its population caps raised several times. Forever runs on large megaservers that span multiple regions instead of dozens of smaller realms, and many players reported short login queues or none at all. Blizzard's Holly Longdale summed it up on X as "so far so goodish." Developer Josh Greenfield admitted to a few problems, mainly with the boat and zeppelin service, and Blizzard added temporary portals while it prepares a proper fix. On Twitch, the WoW category reportedly peaked at around 1.12 million viewers during launch, per Streams Charts. Microsoft CEO Satya Nadella had already called the Forever beta the largest in franchise history, and it looks like the launch has kept that momentum going.

Today (November 4, 2026), Arm (NASDAQ: ARM) published a letter to its shareholders containing the company's results for its second quarter of fiscal year 2027, which ended September 30, 2026. The infographic below provides the key highlights for the quarter:

Here are what the results mean and how they were achieved:

• Total revenue for Arm in Q2 FYE27 increased 27% year over year to $1.44 billion, representing Arm's highest ever second quarter. This reflects strong execution and growing demand for the Arm compute platform.
• Record second quarter was driven by strong licensing and other revenue of $773 million, reflecting a 50% year-over-year increase, an important leading indicator of future royalty growth. Meanwhile, royalty revenue for the quarter reached $670 million, with data center royalties doubling year over year.
• For the first time, Arm's partners reported more than 10 billion Arm-based chips shipped during the quarter - an increase of 1.5 billion chips year over year - adding to the scale of the platform already used by more than 30 million developers.

As spotted by Club386, two motherboards based on Intel's Z970 chipset have shown up in the NBD shipping database, which logs Vietnamese customs records. Going by the names, both appear to be from ASRock: the Z970 LiveMixer WiFi and the Z970 Pro-A WiFi. The entries refer to PCBs shipping at the end of September 2026. The Z970 chipset is rumored to support CPU multiplier overclocking, but not the base clock tweaking that Z990 is expected to offer. Leaker Jaykihn has also previously reported that it will replace most of the market the B860 covers today. If that ends up being the case, it would be a big change, since Intel has kept CPU overclocking on its most expensive chipset for years, while AMD allows it on most of its B-series boards.

Intel's Robert Hallock has previously said the goal is more unlocked SKUs over time, and that overclocking shouldn't be reserved for the people paying the most. It looks like that approach could extend to motherboards too. Of course, Intel hasn't announced Z970 or Z990 yet, so this is all unofficial, and we don't know what the prices of either would look like. Moreover, shipments this early don't necessarily mean retail boards are close. Intel has reportedly promised more details at CES in January 2027, which fits the rumored CES 2027 launch window. If Z970 does arrive at B860 prices, it could be the most interesting platform for most builders.

Capcom has confirmed that an unauthorized third party accessed customer data tied to CAPCOM ID, the shared account used for the company's web services and for online play in some of its games. According to Capcom's official notice, a massive 11,774,247 records were affected worldwide, each containing an email address along with the account creation date, last login time, login count, and the IP address from the most recent sign-in. Capcom spotted the suspicious activity on October 19, started blocking it the same day, and reported the incident to the Osaka Prefectural Police and Japan's Personal Information Protection Commission on October 21. A much smaller group of 43 records also exposed dates of birth, gender, country or region, and nicknames.

The attackers changed the login passwords on 196 accounts too, and Capcom has since reset them. A follow-up notice on October 23 adds that the intruder opened the e-Capcom store pages of 19 of those accounts, exposing names, phone numbers, addresses, and purchase history for those customers in Japan. Capcom says it found no sign that customer-set passwords were compromised, and credit card information was not affected. Capcom hasn't said how the attackers got in, only that the method has been identified and dealt with. CAPCOM ID and Capcom's games remain available. The bigger risk now seems to be phishing, so anyone with a CAPCOM ID is advised to treat messages claiming to come from Capcom with suspicion.

Overclocker Luumi has taken the top spot in HWBot's Cinebench R11.5 rankings for the Intel Core i5-4670K, beating a record that had stood for around 12 years. Running the 2013 Haswell quad-core at 6,301 MHz under liquid nitrogen, Luumi scored 10.8 cb, just edging out Strat's previous 10.76 cb at 6,249 MHz. That's roughly 66% above the chip's 3.8 GHz boost clock, which is quite a lot for a four-core, four-thread part built on Intel's 22 nm process. The top of the leaderboard is tight as well, with Moose83 sitting third at 10.74 cb out of 187 submissions. Of course, this is a record for the i5-4670K category, not an overall Cinebench R11.5 world record. Luumi also has a history with Cinebench, having set an 8-core world record on an EVGA Z390 Dark back in 2018.

The test bench was period-correct too. Luumi used an ASRock Z97 OC Formula, the same board that pushed a Core i7-4790K past 7 GHz back in 2014, along with 4 GB of XPG DDR3 running at 2,708 MT/s with 8-12-7-28 timings and a Corsair AXi 1600 power supply. The run was done on Windows 7, as HWBot's R11.5 rules apparently don't allow pre-Skylake Intel chips on newer versions of Windows without BenchMate. Haswell is no stranger to extreme clocks, as the Core i7-4770K was overclocked to 7 GHz before it even launched in 2013. A modern 12-core laptop reportedly scores around four times higher in R11.5 while running in quiet mode, so the achievement here is about squeezing every last megahertz out of 13-year-old silicon.

Xbox and PlayStation console sales in the US are having a rough 2026, according to new Circana data that analyst Mat Piscatella shared on Bluesky. For the year 2026 through August, Xbox hardware unit sales are down 33% year over year, while PlayStation units are 25% lower. That puts Xbox at an all-time low and PlayStation at its lowest point since 2013. As one might expect, it looks like pricing is the main culprit. Buyers paid an average of $529 for a new Xbox console this year, 26% more than a year ago, and $597 for a PlayStation, up 20%. Both are record highs for the US, and Piscatella says price sensitivity is becoming a real problem.

The decline follows a string of price hikes tied to the memory and storage shortage. Sony raised the PS5 Pro to $899.99 in April, Microsoft pushed the Xbox Series X to $799.99 on August 1, and Nintendo moved the Switch 2 to $499.99 in September, a hike analysts had warned about back in January. August itself was weak, with total hardware unit sales falling 15% to 559,000, the lowest August total since 2013. The Switch 2, however, remains the best-selling console of 2026 in both units and dollars. Piscatella said the US hardware market hasn't been "in a more precarious position since the early 80s." He thinks GTA 6's big launch might ease some of these declines, although that depends on console availability and pricing.

Ace Combat 8: Wings of Theve is off to the series' best PC launch by a wide margin. The game came out on October 2 and peaked at over 52,000 concurrent Steam players a day later, according to SteamDB. That is nearly four times the 13,758 that Ace Combat 7: Skies Unknown managed in 2019, while Assault Horizon only reached 3,795. It also apparently topped Steam's global top sellers chart. That's certainly not bad for a fairly niche series that Bandai Namco revived more than seven years after the last mainline game.

Steam reviews, however, are a little less glowing. The game sits at around 78% positive, which puts it in the "Mostly Positive" bracket. Players seem to like the dogfights, the mission variety, the campaign, and the soundtrack. Most complaints are about performance, with frame rates lower than people expected, and opinions on multiplayer are mixed. There was also some confusion around the pre-order bonus, Ace Combat Zero: The Belkan War, which needs Wings of Theve installed because it's treated as DLC due to licensing restrictions. Bandai Namco hasn't shared sales figures yet, and Steam is only one of three platforms, so we don't know how big the launch officially was. I think a patch or two for the frame rates would probably help that review score.

Steam reportedly just had its best September on record. Alinea Analytics estimates that the platform generated a hefty $1.7 billion last month, up 13% from September 2025, which held the previous record. The third quarter was also Steam's best to date at $5.5 billion, a 12% increase year over year. That puts the 2026 total at $16.5 billion after nine months, compared to $14.5 billion in the same period last year, and well past the $11.1 billion it made in the first half. Valve doesn't publish these figures, so all of this is Alinea's estimate. Bulkhead's early access shooter Wardogs was the top premium game with $86.9 million after launching on September 10, followed by Onimusha: Way of the Sword at $30.4 million and The Blood of Dawnwalker at $26.9 million.

Free-to-play is still a big part of the picture, however. Counter-Strike 2, Apex Legends, PUBG, and Dota 2 brought in almost $168 million combined, nearly 10% of the month's total. Alinea also noted that The Witcher 3: Wild Hunt Remastered, a free upgrade for existing owners, pushed the 11-year-old game to roughly 2.4 million daily active users across Steam, PlayStation, and Xbox on its September 30 launch day, over ten times its 2026 average. All of this spending comes at a time when PC hardware is anything but cheap. Valve's own Steam Machine starts at $1,049, and Micron expects memory supply to be much tighter in 2027 and 2028. The analytics suggest people are buying games regardless, and Alinea expects Steam to cross $20 billion in a year for the first time. With the Q4 release slate still to come, that looks to be a safe bet.

Micron Technology, Inc. (Nasdaq: MU) today announced results for its fourth quarter and full year of fiscal 2026, which ended September 3, 2026.

Fiscal Q4 2026 Highlights

• Revenue of $54.23 billion versus $41.46 billion for the prior quarter and $11.32 billion for the same period last year
• GAAP net income of $37.70 billion, or $32.87 per diluted share
• Non-GAAP net income of $38.40 billion, or $33.42 per diluted share
• Operating cash flow of $43.97 billion versus $25.39 billion for the prior quarter and $5.73 billion for the same period last year

Rockstar Games has announced Grand Theft Auto 6: The Album, a 34-track record made in collaboration with Atlantic Records and set to release alongside the game on November 19. Six songs are already streaming on Spotify and Apple Music, including tracks from Travis Scott, Yung Lean, Morgan Wallen, Rauw Alejandro, and Keith Richards, with the rest of the lineup still under wraps. The album will also get a physical release with three tiers. A CD version runs $19.98, a standard vinyl edition with magenta and blue splatter discs costs $49.98, and a limited-edition vinyl with liquid-filled discs tops out at $124.98.

That last option interestingly costs more than the game's own $100 Ultimate Edition, and it comes with exclusive artwork alongside colorway variants sold through retailers like Best Buy, Amazon, Target, and Urban Outfitters. Pre-orders for the album are open now, with physical copies shipping from November 20, a day after GTA 6 itself launches. Rockstar has leaned on music tie-ins before, but a full commercial album alongside a mainline GTA release is new territory. The pricing on the top-tier vinyl certainly suggests Rockstar is treating this as a genuine collector's item rather than just a marketing freebie.

Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027-second quarter and provides guidance for its fiscal 2027 third quarter and full year.

Second-Quarter Summary

• Record revenue of $47.0 billion, up 58% year-over-year
• Record diluted earnings per share (EPS) of $6.34, up 273% year-over-year, and record non-GAAP diluted EPS of $7.04, up 203%
• Cash flow from operations of $2.2 billion
• Full-year FY27 revenue guidance of $192.0 billion, up 69% year-over-year
• Full-year FY27 EPS guidance of $24.37 and non-GAAP EPS guidance of $25.50, up 181% and 148% year over year, respectively

Memory pricing is a hot topic these days as consumers struggle to purchase any, with little hope of prices dropping. Memory costs are reaching new all-time highs, with various trackers reporting that prices in August this year are up to five times more expensive than the same month last year for DRAM kits. According to data from PCPartPicker, DDR5 memory prices have increased anywhere from 372% for 2 x 16 GB 4,800 MT/s kits to 485% for 2 x 32 GB kits running at 5,600 MT/s. A 6,000 MT/s 64 GB kit, which used to cost $222, is now considered a luxury investment at an astounding $1,272. At the TechPowerUp editorial team, we remember when that was the entire budget for building a very decent high-end gaming PC.

PCPartPicker also shows that DDR4 kits have increased by 120% to 177%, which is still significant but mainly affects those using the older DDR4 technology. For those on a newer DDR5 platform, the change is much more pronounced. Note that PCPartPicker only tracks pricing in the United States, while German websites like ComputerBase have reported a 345% year-over-year increase for August in the Eurozone, which is much higher than anything seen before. With no signs of slowing down, we might see even higher year-over-year changes.

Lenovo Group Limited (HKSE: 992) (ADR: LNVGY), together with its subsidiaries ('the Group'), today reported first quarter results for fiscal year 2026/27, marking the highest quarterly revenue growth in the past five years and the strongest quarter in the Group's history. During the quarter, overall Group revenue reached an all-time quarterly high of US$26.9 billion, up 43% year-on-year, with all business groups delivering record first-fiscal-quarter revenue and operating profit. Adjusted net income was up 176% year-on-year to US$1.1 billion, surpassing the US$1 billion milestone for the first time ever, with adjusted net margin improvements of almost two percentage points year-on-year supported by higher revenue scale and continued efficiency gains. AI-related revenue grew 60% year-on-year to US$9.3 billion, accounting for 35% of total Group revenue in Q1. The Group continues to invest in innovation with R&D expenses up 30% year-on-year.

The first quarter results demonstrate the Group's ability to translate its Hybrid AI strategy into tangible business performance, building on its leadership in PCs and smart devices while rapidly establishing Lenovo as a global leader in AI solutions and infrastructure. In particular, the record performance of the Infrastructure Solutions Group (ISG) demonstrated its clear role as a key engine of both growth and profitability for Lenovo. The quarter also saw Lenovo deliver AI solutions and services at scale for the FIFA World Cup 2026, as FIFA's Official Technology Partner. Spanning three countries, 16 cities, 48 teams, and 104 matches, Lenovo provided the devices, infrastructure, services, solutions and AI-powered innovation that helped support FIFA operations, global broadcasts, team analysis, officiating technology and fan experiences at massive scale.

TSMC's revenue reached an impressive 442.68 billion NTD in June 2026, which is about 13.75 billion USD (at the time of writing) for a single month of net revenue. This represents a remarkable 67.9% growth compared to the same month last year, driven by the record AI data center expansion. Month over month, TSMC's revenue increased by 6.2% from May 2026. These figures are impressive, considering that such high double-digit growth for a company already generating billions in revenue is one of the best performances in modern history. Additionally, TSMC generated revenue of 2,404.48 billion NTD, equivalent to about 74.66 billion USD, in the first six months of the year. This marks an increase of 35.6% compared to the first half of 2025, indicating that the trend is expected to continue.

In June, TSMC successfully began high-volume manufacturing of the N2 process. AMD has partnered with TSMC to manufacture its EPYC "Venice" on the 2 nm N2 process, alongside the CoWoS packaging that TSMC's facilities offer. AMD is now a top-tier client at TSMC, utilizing the latest nodes that were typically adopted first by Apple, followed by others. Apple is following AMD with its A20 SoC for iPhones and M6 SoC for MacBooks. TSMC's revenue target for the full year 2026 is expected to significantly surpass the 2025 figures, as the company encourages customers to adopt more advanced built on pricier wafers.

Razer, the leading global lifestyle brand for gamers, today announced the Razer Seiren V3 Pro, a professional-grade dynamic microphone built to deliver broadcast-ready audio without the complexity. Built for streamers at every stage, from first-time creators to seasoned broadcasters, the Seiren V3 Pro brings the tools of a professional studio to any setup, making it an ideal streaming microphone for users seeking premium audio quality.

"Creators today are some of the most influential voices shaping culture, and how they sound matters as much as what they say," said Addie Tan, Global Head of Lifestyle Division at Razer. "With the Seiren V3 Pro, we wanted to give creators a single mic that grows with them. Simple plug-and-play on USB-C for streamers just starting out, and studio-grade features on XLR when their craft demands more. From the 32-bit float capture to the onboard DSP, every detail is built so that the audio just sounds right, effortlessly."

AMD's server CPUs are experiencing significant success, as the company captured nearly half of the server CPU spending in Q1 2026. According to the latest data from Mercury Research, AMD's EPYC CPUs account for 46.2% of total server CPU spending—a new all-time high for AMD's server CPU portfolio, which has become a major success in data centers. Interestingly, this is achieved with only a 27.4% unit share, indicating that while AMD's CPUs may not constitute exactly half of the units sold, they command much higher average selling prices (ASPs) than the competition. This competition is primarily from Intel, the largest CPU vendor. Intel currently holds the majority of units sold at 54.9%, a decrease of 3.4% compared to Q4 2025. We lack data on revenue share for Intel CPUs, but given their majority in unit shipments and AMD's near half share in spending, it can be concluded that the ASP of Intel Xeon server CPUs is lower than that of AMD EPYC.

In the data center, Arm-based designs account for about 17.7% of unit shipments in Q1 2026, meaning nearly one in five CPUs was Arm-based. Whether these were third-party integrations from Ampere or other Arm CPU makers, or in-house CPU designs from companies like Google, AWS, or Microsoft, remains unclear. However, Mercury Research collects extensive data, lending confidence to these figures.

Not four months ago, we reported on Steam breaking 42 million concurrent players, but much like Crimson Desert's recent success, Valve's gaming platform doesn't seem to be slowing down, even during an unlikely time of year. According to SteamDB, Steam has once again broken its own record for concurrent players, reaching 42,318,602 players on Sunday, March 22, 2026, at 14:20 UTC. Steam's own statistics report a peak concurrent player count of 42,282,922 players, which is a little less than SteamDB reports, but still a record high.

Compared to February 2026, which itself was a slower month for the gaming giant, Steam saw an increase of over a million players at its peak. This doesn't necessarily mean all of those players were in-game—in fact, SteamDB reports that there were only 13,731,783 players in-game at the time of the new record. The new player count record was set on a Sunday, which tends to be Steam's busiest day of the week both for players on the platform and in-game. This new player-count record comes in spite of a recent spate of layoffs and studio closures, which have historically signalled a downturn in the gaming industry.

ASRock, the global leading manufacturer of motherboards, graphics cards, mini PCs, gaming monitors, power supply units and AIOs, proudly announces a new overclocking World Record achieved with its flagship X870E Taichi OCF motherboard.

Professional overclocker Alex2305 successfully pushed system performance to a new level using the ASRock X870E Taichi OCF paired with the powerful AMD Ryzen 9 9950X3D processor, achieving an incredible PCMark 10 Express score of 14290 marks, securing the World Record 1st Place on HWBOT.org.

Lenovo Group Limited (HKSE: 992) (ADR: LNVGY), together with its subsidiaries ('the Group'), today reported results for the third quarter of fiscal year 2025/26, a quarter that delivered record revenues, accelerated profitability, and continued AI revenue expansion. During the quarter, overall group revenue reached an all-time fiscal quarter high of US$22.2 billion, up 18% year-on-year, with revenue from all business groups growing double-digit year-on-year. Excluding non-operating non-cash items and one-time gains and charges in Q3 FY24/25 and Q3 FY25/26, adjusted net income (profit attributable to equity holders - non-HKFRS) increased by 36% year-on-year to US$589 million, with adjusted net income margin expanding to 2.7%.

The results demonstrate the Group's ability to deliver on its promise of double-digit growth and sustained profitability, while proving its ability to manage through cycles by leveraging innovation to drive growth and operational excellence to navigate volatility. AI has become a leading multi-year growth engine for the Group, with AI-related revenue growing 72 percent year-on-year to represent nearly a third (32%) of overall Group revenue, driven by strong demand across AI devices, infrastructure, services, and solutions. The quarter was marked by strong topline growth, driven by expanding market leadership in PCs and Smart Devices, record volume and activation in smartphones, and all-time-high revenue from both the Infrastructure Solutions Group, and Services and Solutions Group.

Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal first quarter ended December 28, 2025.

"We are pleased to deliver strong quarterly results, with record total company revenues," said Cristiano Amon, President and CEO of Qualcomm Incorporated. "Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals."

As February has just started, Valve finished processing data for the January edition of the Steam Hardware and Software Survey. One of the few interesting takeaways is that for the first time in months, Intel's share of consumer CPU usage has seen an uptick, instead of the slow decline it has been experiencing. According to the January update, Intel's CPU share among Steam platform users has grown to 56.64%, representing a small but pleasant increase of 0.25% over the December data. On the other hand, AMD recorded a slight decrease of 0.19%, now standing at 43.34% of the market. This means that Intel's market share has increased for the first time in months, as data from September reported a market share of 58.61%, then October showed 57.82%, 57.30% in November, and 56.39% in December. The chain of declining share has finally stopped, suggesting that Intel could have a chance to rebound in the consumer market section.

On the contrary, AMD's CPU market share has been rising for months, moving up from 41.31% in September to 43.53% in December, with a small correction now standing at 43.34%. This indicates that many new CPU purchasing decisions were made in favor of AMD, driven by the massive popularity of its Ryzen 9000X3D series, which has been well-received by PC enthusiasts. In contrast, Intel's latest "Arrow Lake" launch has faced some initial challenges with less-than-expected gaming performance, but besides discounts and firmware updates improving the situation, the community is now anticipating the launch of the "Arrow Lake Refresh" scheduled for March or April, which is expected to address these issues by shipping with higher out-of-the-box frequencies and additional tuning.

Nintendo's return to the modern handheld gaming market has proven to be a record-breaking success. The company has reportedly sold 155 million Switch units worldwide since its initial launch. The latest Nintendo Switch 2 has sold 17.37 million units since its release in June 2025. During the holiday quarter, shipments reached 7.01 million units globally, while the original Switch sold 1.36 million units in the same period. Combined lifetime shipments for the Switch family now stands at 155.37 million units, surpassing the Nintendo DS total of 154.02 million, making it Nintendo's best-selling console ever.

Regarding software for these record-breaking units, sales for the new console are also strong, with 37.93 million Switch 2 titles sold to date, largely driven by first-party games. Mario Kart World has reached 14.03 million copies, Donkey Kong Bananza 4.25 million, and Pokémon Legends: ZA 3.89 million. Kirby Air Riders, released in November, has sold 1.76 million units. The older Switch remains commercially relevant, with cumulative software sales of 108.93 million this quarter. Long-running catalog titles such as Mario Kart 8 Deluxe, now at 70.59 million copies, and Super Mario Party Jamboree at 9.41 million, continue to sell well, aided by backward compatibility.

TrendForce's latest memory industry survey indicates that persistent AI and data center demands in 1Q26 are further worsening the global memory supply and demand imbalance, thereby increasing suppliers' pricing power. As a result, TrendForce has significantly raised its 1Q26 price forecasts for both DRAM and NAND Flash products. The quarter-over-quarter increase in conventional DRAM contract prices has been revised upward, from a previous estimate of 55-60% to now 90-95%. Similarly, NAND Flash contract prices are now expected to rise from 33-38% to 55-60%. Further upward adjustments may still occur.

TrendForce reports that PC shipments in 4Q25 exceeded expectations, resulting in a widespread shortage of PC DRAM. Even tier-1 PC OEMs with secured allocations from memory suppliers are experiencing declining inventory levels. In a market dominated by sellers, which is driving contract prices higher, PC DRAM prices in 1Q26 are projected to increase by over 100% QoQ, setting a new record for a quarterly surge.