Despite achieving a record $13.64 billion in revenue for the first quarter of fiscal 2026, which ended on November 27, 2025, Micron addressed the ongoing DRAM shortage in its recent earnings call, noting that it is not a short-term issue. The company stated, "Sustained and strong industry demand, along with supply constraints, are contributing to tight market conditions, and we expect these conditions to persist beyond calendar 2026." Consequently, major customers are securing supply through multi-year contracts, driving up spot prices in both consumer and enterprise memory segments.

A significant factor in this imbalance is the increased demand for HBM memory. Micron mentioned that it "has completed agreements on price and volume for our entire calendar 2026 HBM supply," indicating that HBM customers are securing capacity well in advance. HBM requires more wafer area than standard DDR5 products as its stacks up to 12 DRAM dies, so its usage shifts scarce resources towards data center and AI workloads, reducing availability for traditional PC volumes. This results in a reallocation of limited dies and wafers to buyers willing to pay premiums and commit to long-term agreements, which are still a thing despite limited supply.

The modern-day SSD business is divided into two main perspectives: some predict that NAND flash shortages will ease, while others speculate that the situation will worsen. Kingston belongs to the latter group, with the company's datacenter SSD business manager, Cameron Crandall, discussing this on The Full Nerd Network podcast. According to him, the NAND flash shortage is expected to significantly worsen in the next 30 days, leading to an increase in SSD prices from current levels. In 2025 alone, Kingston reports that NAND flash prices have surged by 246% from the first quarter until now, with 70% of that increase occurring in just the last 60 days. This indicates that many price hikes have already been integrated into the supply chain.

Edward Crisler, the PR manager for Sapphire, advised PC gamers and potential buyers not to rush into panic buying. He stated, "The good news is, I don't think the real pain we're experiencing now and for the next six months or so will last much longer than that." However, he also highlighted that the main challenge is the uncertainty of the situation. This uncertainty is causing OEMs to increase NAND flash contracts, where no one besides NAND flash manufacturers can predict what is exactly going on in the supply chain, and just how long the massive demand will outpace supply.

The good-old "spinning rust"—commonly referred to as Hard Disk Drives (HDDs)—may be another leg in the depleted computing infrastructure caused by the AI boom. According to DigiTimes, contract negotiations for the fourth quarter of 2025 concluded with traditional HDD prices settling about 4% higher quarter-over-quarter, marking the largest rise in the past eight quarters. That is over the largest increase in recent years, indicating that the demand is again outpacing supply even in the slower storage segments like HDD. The massive demand reportedly comes from particularly strong uptake for desktop 3.5-inch drives in China and continued heavy procurement of high-capacity units by major U.S. cloud service providers and hyperscalers.

In China, there is a preference for domestically produced CPUs and operating systems, combined with an increase in local PC assembly, which has brought HDDs back into first-class role in certain PC configurations after years of being replaced by SSDs. Additionally, concerns about SSD data retention have led some customers and policymakers to favor HDDs for specific workloads. Large cloud operators are also expanding their exabyte-class storage for AI, analytics, and archival needs. Manufacturers report that utilization rates are at or near full capacity as demand extends beyond traditional surveillance and backup applications. Especially with AI infrastructure, storing massive data for model training has prompted AI labs to use some HDD-based storage infrastructure where speed isn't needed.

Framework has published an official company blog post announcing that it is preparing a 50% price increase for its DDR5 memory upgrade configurations. In an effort to remain transparent with customers, the company has stated that it intends to raise the price of DDR5 memory available in Framework Laptop DIY Edition orders by 50%. This decision is a direct response to the significantly higher costs the company is facing from its DRAM suppliers and distributors. As a result, the company cannot absorb all of these cost increases on its own and needs to pass some of them on to the consumer.

The company will not increase the prices of its existing pre-configured systems that include DRAM, as these were acquired at earlier, standard prices. As the memory market becomes more volatile, this might be just the first wave of price hikes, since the company cannot absorb the added costs of new memory orders. Since Framework manufactures various components, from laptops to mini-PCs, the company uses a mix of DDR5, LPDDR5X, and GDDR. All of these are in tight supply due to the AI boom depleting any remaining DRAM inventory.

Memory markets are currently facing a significant supply shortage, with December contract prices for key DRAM categories increasing by 80 to 100%, according to Team Group general manager Gerry Chen. He described this substantial price hike as the beginning of a multiyear memory upcycle and warned that the most severe impact will be felt in the first half of 2026, once distributors deplete their inventories. This price shock is already affecting the system bills of materials for OEMs, with memory's share in PC and notebook BOMs rising from the mid-teens to the mid-20s and higher, depending on the configuration.

Costs for DDR5 and SSDs have, on average, increased two to three times. For overall DRAM, it is 171.8% year-over-year. Cloud service providers are securing allocations for 2026 and 2027, which reduces the available supply for consumer and mainstream devices. This situation risks significant shipment declines in cost-sensitive segments like mainstream PCs, notebooks, and Chromebooks. However, even the powerful hyperscalers cannot secure all the DRAM allocations, as Tier-1 U.S. and Chinese cloud order books are filled to an effective 70% capacity, eliminating the safety stock that most buyers thought they had secured.

A month ago, OneXPlayer publicly unveiled its OneXFly Apex liquid-cooled system—introduced as the "world's most powerful 8-inch gaming handheld." This top-tier portable gaming PC takes advantage of AMD's Ryzen AI "Strix Halo" mobile platform; normally present within pricey pro-level laptops and mini PCs. An Indiegogo campaign offered a range-topping model configured with Team Red's Ryzen AI Max+ 395, and up to 128 GB of LPDDR5x-8000 memory, plus a 2 TB NVMe SSD. Backers/customers could pick up this setup for a cool $2239, but OneXPlayer has warned that price adjustments are on the way. Thankfully, an initial batch of orders will be fulfilled at promised price tags. Today's update states: "due to rising memory and SSD costs and our current inventory being fully allocated to existing orders, APEX pricing will increase by $200 for all new backers after 96 hours. Existing backers remain fully protected at their original price."

The Chinese manufacturer is likely sitting on component stock that was acquired prior to recent market fluctuations—shipments to customers are due at the start of 2026. Unfortunately, volatile conditions could cause ripples beyond this week. Continuing with their forecast, OneXPlayer elaborated: "due to depleted (OneXFly) APEX memory and SSD inventory, along with continued component cost increases, the APEX Indiegogo pricing will be adjusted in 96 hours. A second price adjustment may also be required if market conditions continue to change. For those planning to back APEX, now is the best time to secure the current pricing." Last week, the company unveiled another AMD "Strix Halo"-powered product, minus pricing details—their Super X gaming tablet. At the time of writing, a connected Indiegogo has not been launched.

MAINGEAR is one of the largest prebuilt PC ODMs, and when the supply chain experiences disruptions, the company is among the first to notice. In an interview with Wccftech, MAINGEAR CEO Wallace Santos shared insights about the current state of the PC market and its near-term future. According to Santos, "prices will continue to rise, and eventually, we will have to increase our lead times as stock and allocation become constrained. However, we are in constant communication with our vendors and will delay these increases for as long as possible." This is concerning, as the ongoing DRAM and NAND flash shortage shows no signs of ending soon, suggesting we might be in this cycle for a while.

Just yesterday, another prebuilt PC ODM, CyberPowerPC, announced on X that the company will implement a price increase across all its SKUs on December 7, 2025. This decision is due to a 500% increase in RAM prices and a 100% increase in SSD prices. Currently, prices of server DRAM and LPDDR5X, commonly found in laptops, mini PCs, and gaming handhelds, are expected to double in 2026. Additionally, prices of NAND flash, a key component of SSDs, have doubled in the last six months, which is another worrying development.

AMD has reportedly notified its supply chain that it will increase pricing across its entire GPU product line by about 10%. The main driver behind this is the massive memory shortage driving DRAM prices to skyrocket and eating up all the margins for GPU makers. Apparently, AMD's AIB partners have been notified that AMD plans to implement a 10% price increase across the board, which AIBs will likely match in the coming weeks to preserve their margins. GPU makers like AMD (and NVIDIA/Intel) bundle their GPU dies with GDDR memory and send that to AIBs as a kit. In situations like this, when AMD raises GPU prices, it is due to the cost of the DRAM bundled with the GPU, as the costs of AMD's raw silicon remain stable for now.

Additionally, this is AMD's second recent GPU price increase. The company did some price restructuring in October, but it seems that the memory supply chain is now starting to show signs of weakness and that a full 10% increase is needed. We have reported that AMD's long-standing AIB partner, PowerColor, is now urging gamers to purchase GPUs during this holiday season, and that 2026 is when we will see this price hike. It could be that AIBs have locked their pricing mechanisms for now with the old AMD pricing, and that 2026 will be implementing the new pricing strategy. This is also happening just as AMD's Radeon RX 9070 and Radeon RX 9070 XT graphics cards have finally reached their MSRPs of $549 and $599, respectively.

A series of reports from Korean and Taiwanese outlets suggests growing pressure across the PC hardware industry as DRAM, NAND, and even NOR Flash prices continue to climb. Korea Economic Daily says NVIDIA, AMD, and other GPU makers are considering dropping some mid-to-high-end gaming cards where memory now makes up an unusually large share of total cost. Taiwanese PC brands, including ASUS, are also said to be looking at ways to reduce memory configurations in upcoming products. TrendForce warns that manufacturers may shift more production toward lower-margin models or raise prices across the board to cope with higher component costs. With most modern PCs, laptops, consoles, tablets, and phones now shipping with at least 16 GB of RAM, any further price spikes or supply shortages could force major brands to cut orders and increase retail pricing. Commercial Times reports that memory alone could add nearly NT$3,000 (about US $96) to basic office PCs next year.

According to Commercial Times, due to rising memory prices some motherboard makers and notebook ODMs vendors have paused new motherboard development or mass production. DRAM, NAND, and NOR Flash supply is tightening at the same time. DDR4 is becoming especially scarce as suppliers accelerate phase-outs and move mature-node capacity toward HBM and DDR5. WJ Capital Perspective estimates a DDR4 shortfall of around 70,000 wafers by the end of 2025, with 2026 unlikely to recover fully. NOR Flash demand is rising as well, driven by AI servers. Commercial Times says NVIDIA's GB200 NVL72 system already uses more than US $600 of NOR per rack, possibly reaching $900 within two years. This comes right after earlier reports that AMD is preparing GPU price increases and Samsung is raising memory prices by up to 60% due to tight supply.

NVIDIA's rumored GeForce RTX 50 series "Blackwell" SUPER graphics cards might face delays due to the ongoing DRAM shortage affecting the industry. These GPUs are expected to feature more dense GDDR7 memory modules with 3 GB per module. The current DRAM shortage could impact the planned release date and potentially lead to the cancellation of the entire rollout. According to Uniko's Hardware, there is speculation that the SUPER refresh cycle might be scrapped entirely, leaving only the standard NVIDIA GeForce RTX 50 series in production. This regular series uses earlier GDDR7 memory with 2 GB per module, which is likely more readily available as the new AI developments are consuming the higher-density modules first.

According to BenchLife.info, NVIDIA was reportedly planning a mid-lifecycle refresh for late Q1 to early Q2 2026, with a possible announcement at CES 2026. Earlier speculation suggested three new SKUs that would replace existing models: the RTX 5070 SUPER, RTX 5070 Ti SUPER, and RTX 5080 SUPER. The main improvement seemed to be in memory capacity, with all three cards expected to have 50% more memory than their non-SUPER counterparts. The RTX 5070 SUPER was said to offer 18 GB, while the RTX 5070 Ti SUPER and RTX 5080 SUPER would each provide 24 GB. However, the latest rumor leaves us with no clues about whether these GPUs will actually appear. The only thing we can anticipate is CES, where NVIDIA might reveal more information.

Toward the end of last month, we reported a notable disruption in the memory supply chain. Manufacturers retroactively increased RDIMM prices by 40-50% just in August, despite hyperscalers signing agreements at much lower prices. This change is now rapidly affecting consumers. According to the latest report from CTEE, DRAM prices have surged 171.8% year-over-year, making this "commodity" one of the most valuable assets for applications ranging from data centers to home builds. If you're building a PC and notice that your desired memory kit's price has skyrocketed, you're not alone. The DRAM shortage has driven these modules to sky-high price levels. This is attributed to the demand for AI consuming the entire memory and storage supply as data center expansion continues.

To make the point even more worrisome, South Korean memory giants like Samsung and SK Hynix are unable to fulfill all orders, with only 70% of them being completed. This is pushing Tier-1 U.S. and Chinese cloud order books to an effective 70% fill rate and eliminating the safety stock that most buyers believed they had secured. Module manufacturers such as Kingston and ADATA are now paying $13 for 16 GB DDR5 chips that cost $7 just six weeks ago, an increase significant enough to erase their entire gross margin. Even more concerning is the fact that smaller OEMs and channel distributors have been told to expect only 35-40% fulfillment through the first quarter of 2026. This not only delays their planned product rollouts but also jeopardizes their expected revenue streams if the situation persists. They face the choice of either gambling on the spot market for a massive markup or leaving their production lines idle.

The massive AI infrastructure buildout is placing a significant strain on the entire semiconductor supply chain, with one often overlooked component being NAND-based storage. According to Phison Electronics CEO Pua Khein-Seng, the NAND flash shortage could last an entire decade. CEO Pua warned that an upcoming NAND flash shortage is estimated to begin in 2026 and could stretch across the next decade. This claim is much higher than anything we have seen, where these shortages last only a year or two. Speaking in a recent interview, Pua said that the combination of surging AI-driven storage demand and limited recent investment in flash capacity has placed the memory market on a collision course with extended turnaround times.

Pua Khein-Seng put much of the blame on an earlier investment hangover. He argued that after prior cycles where heavy spending led to price collapses, many flash makers pulled back, slowing expansion. He noted that starting around 2023, a significant share of capital was redirected into high-bandwidth memory used for model training, as the margins there were more attractive. As a result, NAND received less focus just when demand began rising again. He also emphasized a shift inside cloud operations from training to inference, adding that inference workloads and model storage create large and persistent requirements for NAND flash. As one of the major controller designers for SSDs, the Phison CEO knows precisely where the demand is headed, many quarters ahead of the public.

TrendForce's latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage. Nearline HDDs, traditionally the backbone of large-scale data storage, are now facing severe supply shortages, pushing high-performance yet higher-cost SSDs into the market spotlight. In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.

In the traditional tiered storage architecture of data centers, HDDs have long dominated cold data storage thanks to their exceptionally low cost per gigabyte. Cold data typically includes backup files and historical records—datasets that are rarely accessed but must be archived long-term. With the rapid expansion of inference AI applications, demand for cold data storage is surging.

TrendForce's latest findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25. Rigid server orders are crowding out supply for the PC and consumer markets, forcing PC OEMs to accelerate DDR5 adoption.

Manufacturers of consumer electronics, meanwhile, are struggling with high prices and material shortages. The tight DRAM supply-demand balance has also pushed up mobile DRAM contract prices, with 3Q25 LPPR4X posting the largest single-quarter increase in nearly a decade.

The Nintendo Switch 2 arrived more than a month ago, yet securing one remains difficult and may stay that way until spring 2026. Strong global interest meets ongoing parts shortages and assembly constraints, resulting in long waiting lists and lottery-style sales events. Estimates from Toyo Securities' Hideki Yasuda and UBS's Zhai Yijia suggest about 6 million units will ship during the launch month, surpassing the debut speeds of both the original Switch and Sony's PlayStation 5. Yasuda forecasts total shipments reaching 20 million by March 31, 2026, while Zhai predicts a slightly lower figure of 18 million. Even the more modest estimate would still exceed the predecessor's pace by roughly 20% to 30%.

In Japan, Nintendo's official online store recently ran its fifth lottery for Switch 2 orders, and many participants have reported repeated disappointment. Brick-and-mortar retailers, such as Yodobashi Camera, have experimented with first-come, first-served sales restricted to store credit-card holders, yet inventory still vanishes within minutes. Nintendo President Shuntaro Furukawa acknowledges these hurdles, saying, "We are working to strengthen our production system so that we can flexibly respond to demand," and stressing that while the Switch 2 carries a higher price point than previous models, the company is focused on delivering experiences that justify its cost, especially for younger players. There are even some forecasts, such as those from the research firm DFC Intelligence, which predict that the Switch 2 could exceed 100 million units sold by the end of 2029, positioning it to surpass the original console's lifetime sales. Until manufacturing ramps up, however, securing Nintendo's latest flagship will remain a test of patience for many gamers.

Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.

"Since Trump's election, Taiwanese manufacturers have been strategically expanding their US presence," said Yen Chou, an analyst at DIGITIMES Research. "Most server manufacturers are concentrating in Texas, with Foxconn's FII already operating there and planning expansions."

Intel's latest AI-focused laptop processors, "Lunar Lake" and "Meteor Lake," have encountered slower-than-anticipated uptake, leading device manufacturers to increase orders for the previous-generation "Raptor Lake" chips. As a result, Intel 7 manufacturing lines, originally intended to scale up production of its newest AI-ready CPUs and transition to newer nodes, are now running at full capacity on "Raptor Lake" output, limiting the availability of both the new and legacy models. In its first-quarter 2025 financial report, Intel recorded revenue of $12.7 billion, essentially flat year-over-year, and a net loss of $821 million. The results fell short of the industry's expectations, and the company's stock declined by more than 5% in after-hours trading.

Management attributed the shortfall to cautious buying patterns among OEMs, who seek to manage inventory in light of ongoing US-China tariff discussions, and to consumer hesitancy to pay higher prices for AI-enabled features that are still emerging in mainstream applications. CEO Lip-Bu Tan outlined plans to reduce operating expenses by $500 million and lower capital expenditures by approximately $2 billion to address these challenges in 2025. He also confirmed that workforce reductions are planned for the second quarter, though specific figures were not disclosed. Looking ahead, Intel intends to focus on strengthening its data-center business, where demand for Xeon processors remains robust, and to prepare for the late-2025 introduction of its Panther Lake platform. The company will also continue efforts to encourage software development that leverages on-device AI, aiming to support wider adoption of its AI-capable hardware.

During NVIDIA's recent Q3 earnings call, CFO Colette Kress cautioned about potential GPU supply constraints in the fourth quarter despite strong gaming sector performance. The gaming division posted impressive results, with $3.2 billion in revenue, representing a 15% increase from the previous year. However, Kress indicated that fourth-quarter gaming revenue might see a decline due to supply limitations, though she reassured that supply should stabilize in early 2025. The company is scaling back RTX 40-series production as it prepares for the anticipated launch of its next-generation Blackwell architecture, which is expected to debut at CES 2025. The RTX 50-series GPU lineup, particularly the flagship RTX 5090 and RTX 5080 models, is rumored to be unveiled during the January event.

"Gaming, although sell-through was strong in Q3, we expect fourth-quarter revenue to decline sequentially due to supply constraints." For consumers, this could mean limited availability and higher prices for gaming GPUs during the holiday shopping season. The shortage is expected to primarily affect RTX 40-series cards, with a particular impact on laptop GPU availability. However, NVIDIA plans to continue producing select RTX 40 mobile chips alongside the upcoming RTX 50 series, suggesting a slow transition between generations. The holiday season is upon us, so this shortage of current-gen models could cost the company some additional customers, as the customer spending usually holds until holidays and holiday discounts.

The Samsung Electronics Union is reportedly planning to strike on June 7, TrendForce reports that this strike will not impact DRAM and NAND Flash production, nor will it cause any shipment shortages. Additionally, the spot prices for DRAM and NAND Flash had been declining prior to the strike announcement, and there has been no change in this downtrend since the announcement.

Samsung's global share of DRAM and NAND Flash output in 2023 was 46.8% and 32.4%, respectively. Even though the South Korean plants account for all 46.8% of global DRAM production and about 17.8% of global NAND Flash production, TrendForce identifies four reasons why this strike will not impact production. Firstly, the strike involves employees at Samsung's headquarters in Seocho, Seoul, where union participation in higher, but these employees do not directly engage in production. Secondly, this strike is planned for only one day, which falls within the flexible scheduling range for production.

Charles Liang, CEO of Super Micro Computer Inc. (SMCI), was interviewed by Bloomberg Television last week—press interest is growing due to his firm benefiting greatly during a massive AI boom period. The San Jose, California-based firm specializes in high-performance and high-efficiency servers—its NVIDIA server product lines are particularly popular at the moment. According to BNN Bloomberg: "production capacity can support sales of as much as $25 billion," but Liang admitted that a shortage of AI GPUs is affecting his company's production goals. Wall Street predicts that Super Micro revenue is expected to double, projecting $14.5 billion "in the year ending in June," while shares have more than tripled since January 1 2024: "as investors bet on increasing need for the equipment that powers AI applications and training."

Liang stated in his interview with Bloomberg TV that: "market demand is so strong," but a simple supply stumbling block stands in the way. The Super Micro boss pointed the proverbial finger at a neighboring tech partner: "There is a chip shortage—once we have more supply from the chip companies, from NVIDIA, we can ship more to customers." His company has proudly announced on several occasions that it remains an industry leading supplier of Team Green AI HPC solutions, with recent launches of HGX and MGX-based HPC systems. NVIDIA AI GPU supply woes are not a novel thing at this point in time—many industry watchdogs believe that AMD is benefiting from a well timed launch of competing accelerators. Taiwanese supply chain insiders reckon that GIGABYTE's server division is wholeheartedly embracing Instinct MI300X.

NVIDIA's decision to shave off $200 from its GeForce RTX 4080 GPU tier has caused a run on retail since the launch of SUPER variants late last month—VideoCardz has investigated an apparent North American supply shortage. The adjusted $999 base MSRP appears to be an irresistible prospect for discerning US buyers—today's report explains how: "a week after its release, that GeForce RTX 4080 SUPER cards are not available at any major US retailer for online orders." At the time of writing, no $999 models are available to purchase via e-tailers (for delivery)—BestBuy and Micro Center have a smattering of baseline MSRP cards (including the Founders Edition), but for in-store pickup only. Across the pond, AD103 SUPER's supply status is a bit different: "On the other hand, in Europe, the situation appears to be more favorable, with several retailers listing the cards at or near the MSRP of €1109."

The cheapest custom GeForce RTX 4080 SUPER SKU, at $1123, seems to be listed by Amazon.com. Almost all of Newegg's product pages are displaying an "Out of Stock" notice—ZOTAC GAMING's GeForce RTX 4080 SUPER Trinity OC White Edition model is on "back order" for $1049.99, while the only "in stock" option is MSI's GeForce RTX 4080 Super Expert card (at $1149.99). VideoCardz notes that GeForce RTX 4070 SUPER and RTX 4070 TI SUPER models are in plentiful supply, which highlights a big contrast in market conditions for NVIDIA's latest Ada Lovelace families. The report also mentions an ongoing shortage of GeForce RTX 4080 (Non-SUPER) cards, going back weeks prior to the official January 31 rollout: "Similar to the RTX 4090, finding the RTX 4080 at its $1200 price point has proven challenging." Exact sales figures are not available to media outlets—it is unusual to see official metrics presented a week or two after a product's launch—so we will have to wait a little longer to find out whether demand has far outstripped supply in the USA.

Russian business news outlet Kommersant has learned from industry figures that prices of natively-designed computer processors have been on the rise since the beginning of 2023. Domestic manufacturers of PC, server and storage systems are requiring greater supplies of CPUs designed by Baikal Electronics and MCST - the publication posits that growing demand and logistical issues have become the root cause of recent climbs in cost - individuals involved in the computer hardware supply chain have suggested that some processor models have doubled in price. Sergey Ovchinnikov, the chief executive of Norsi-Trans (a server and data storage firm) provided comment: "Production of Russian chips at foreign fabs has become more complex, leading to extended logistics chains and, consequently, an increase in the cost of the final component." International trade sanctions have not prevented the arrival of fresh silicon into the region - Ovchinnikov claims that an unnamed foundry is able to supply (likely via proxy) Russian developers with computer processors.

Kommersant's investigation found out that Baikal's BE-T1000 CPU is now sold for roughly $110 (8900 Rubles) at a popular computer hardware e-tailer (ChipDip) in the region. The very basic dual core MIPS32r5 (28 nm) processor was readily available for $50 (3990 rubles) back in 2018, so its price has risen by 220% in recent times. TSMC was contracted as the manufacturer of Baikal's BE-T1000 CPU, and the Taiwanese foundry started producing these SoCs in 2016. A Baikal Electronics representative has denied any involvement in driving up MSRP, and states that it is up to distributors and retail outfits to determine prices. The company suspects that very old stock is being sold at inflated rates - Kommersant was unable to contact anyone at ChipDip for a statement.

Declines continued for the traditional PC market as global shipments totaled 74.3 million units during the third quarter of 2022 (3Q22), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Cooling demand and uneven supply have contributed to a year-over-year contraction of 15.0%. However, shipment volumes remain well above pre-pandemic levels when PC volumes were largely driven by commercial refreshes due to the looming end of support for Windows 7.

"Consumer demand has remained muted though promotional activity from the likes of Apple and other players has helped soften the fall and reduce channel inventory by a couple weeks across the board," said Jitesh Ubrani, research manager for IDC's Mobility and Consumer Device Trackers. "Supply has also reacted to the new lows by reducing orders with Apple being the only exception as their third quarter supply increased to make up for lost orders stemming from the lockdowns in China during the second quarter."

Intel today recognized the contributions of its Vietnam site to alleviating constraints in the global semiconductor supply chain. Thanks to an innovative approach to processing substrates in its assembly and test factory, Intel delivered millions of additional units of chip production over the past year - meeting customer demand while the industry struggled to weather a shortage of this critical component.

"This initiative is a terrific example of how integrated manufacturing is foundational to Intel's success. Our global factory network and supplier ecosystem directly enable a more adaptable and resilient supply of products. Over the past year, as substrates were constrained across the industry, our ability to leverage internal capacity created more than $2 billion in revenue upside for Intel, allowing us to respond with agility to meet dynamic customer demand," said Keyvan Esfarjani, Intel executive vice president and chief global operations officer.

Sony revealed during a recent earnings call that they had shipped 19.3 million PlayStation 5 consoles worldwide since release which is 3.3 million units less then they had expected. This shortfall can be attributed to the difficulties Sony faced in acquiring all the necessary components however the company expects shipments to increase next financial year with a target of 18 million units. Sony also noted that game sales for the PlayStation 4 and PlayStation 5 reached 14.5 million in the last quarter compared to 7.9 million the previous year. The companies PlayStation Plus service saw a loss of 200,000 subscribers down to 47.4 million in March 2022 from 47.6 million in March 2021 while active monthly users also dropped from 109 million to 106 million.