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24.12.25 - 19:12
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AI Demand Top of Mind for PC, Hardware Giants in 2026 (Bloomberg)
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Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins Paul Sweeney and Kristine Aquino on Bloomberg Intelligence to discuss the 2026 outlook for the PC and computer hardware market, including Micron, Dell, HP, and more. AI is top of mind for these companies as server demand continues to accelerate. Dell in particular is expected to see a broadening customer base that will support a high-single-digit compound annual growth rate through fiscal 2030. Robust AI order activity and stable traditional server and storage trends will help sustain momentum. Elsewhere, Micron's 2026 DRAM-supply outlook offers little relief for HP and Dell's PC sales and margin. Micron expects DRAM-supply tightness at least through 2026 and into 2027, which forces personal-computer manufacturers to make tradeoffs between PC units and sales, especially at the higher end. (Source: Bloomberg)...
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23.12.25 - 08:06
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Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18 (Digitimes)
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Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute this shift to SK Hynix and Micron recently focusing their production capacity on AI-targeted high-bandwidth memory (HBM), prompting Apple to rely more heavily on Samsung's ample general DRAM output to secure supply....
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23.12.25 - 06:36
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Micron bringt „KI-Superzyklus“ zurück (MarktEinblicke)
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Micron befeuert die KI-Rallye neu: Starke Zahlen, eine überragende Prognose und knappe Speicherangebote lassen Analysten weiter steigende Kurse erwarten.
The post Micron bringt „KI-Superzyklus“ zurück first appeared on marktEINBLICKE....
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