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In early June, a single analyst note briefly knocked the memory trade off balance. Barron’s reported that Karl Ackerman expects DRAM and NAND average selling prices (ASPs) to peak in mid-2026 and begin falling quarter over quarter as early as 2027 — roughly a year ahead of his own earlier forecast. Micron’s stock fell on…
Read MoreArm CEO Rene Haas shared a Computex 2026 stage with NVIDIA’s Jensen Huang to talk about “redefining the PC”. The same week, two things landed at once: NVIDIA’s RTX Spark put an Arm chip inside mainstream Windows laptops, and Arm’s first-ever data center processor, the Arm AGI CPU, was confirmed heading into mass production. That’s…
Read MoreIf you’ve tried to buy a server CPU lately, you’ve probably noticed something alarming: prices are up, lead times are stretching into months, and the chips you need might simply be unavailable. This isn’t a supply chain hiccup or a temporary logistics snag. It’s the direct result of a seismic shift happening inside the world’s…
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