Massive hyperscaler capacity buildouts drove up global semiconductor spending by 21% year over year to $793 billion in 2025, ...

The announcements reflect a calculated shift from discrete chip sales to integrated systems that address enterprise ...

Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech ...

IDC MarketScape vendor analysis model is designed to provide an overview of the competitive fitness of technology and ...

AI is rapidly transforming industries, becoming a critical driver of innovation. As AI’s influence expands, organizations are increasingly turning to private AI solutions to maintain control over ...

Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? We don’t know, but it sure ...

The smartphone world is bracing for a tectonic shift in 2026 — one driven not by new designs or shiny features, but by the invisible economics of memory chips. Research from IDC paints a ...

Companies providing AI infrastructure solutions, such as servers and chips, are trading at expensive valuations. However, the company discussed in this article is trading at incredibly cheap multiples ...

Samsung and SK hynix readying another gouge as server silicon squeeze leaves PCs and phones out in the cold Memory prices are ...

As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...

Charoen Pokphand Group (CP Group), True Corporation and True Internet Data Center (True IDC) today announced a landmark partnership with Microsoft to accelerate Thailand’s digital transformation and ...