Apple this week said that its performance in the second quarter of its fiscal 2026 would be constrained by the availability of processors made on TSMC's leading-edge production nodes, a type of announcement that the company has not made in years. Apparently, as AI accelerators based on some of TSMC's latest manufacturing processes ramp up,
Samsung, SK Hynix, and Micron team up to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term

In an impressive display of solidarity in one of the most hotly competitive and profitable tech industries, the three major memory makers, Samsung, SK Hynix, and Micron, are jointly investigating their customers to prevent memory hoarding, according to Nikkei Asia . They’re asking customers to disclose their own customers and order volumes to ensure that no one is
Trump administration plans $12bn critical minerals stockpile to offset China supply risk — initiative to create 60-day reserve of rare earths for electronics manufacturing

The Trump administration will soon launch a $12 billion critical minerals stockpile designed to insulate U.S. manufacturing from supply disruptions tied to China’s dominance of mining and refining. According to sources cited by Bloomberg , the initiative, known as Project Vault, will provide a roughly 60-day emergency buffer for key minerals used
Fake Samsung 990 Pro passes basic checks but runs slower than a USB 2.0 drive — counterfeit SSDs proliferate as NAND shortage creates the perfect storm for bogus deals

There are two golden rules during a NAND shortage. Don’t buy SSDs at ridiculous prices, and don’t fall for deals that are too good to be true to avoid being scammed. Unfortunately, one Redditor learned this the hard way with a counterfeit Samsung 990 Pro , which still reigns as one of the best
Intel mandates at least 7,467 MT/s RAM speed for Panther Lake — Slower memory will relabel the Arc B370 & B390 iGPUs as generic "Intel Graphics" in Task Manager

Panther Lake is arguably Intel's most important release in the past few years with significant gains made in the graphics department, in particular. The company wants to ensure that the new Arc B370 and Arc B390 iGPUs inside these chips perform to their fullest potential, which is why it has reportedly mandated the use of fast memory
Binning results from 13 Ryzen 7 9850X3Ds prove that the CPU is purely an overclocked 9800X3D from the factory — 9850X3D looks similar to 9800X3D, just with higher voltages

A CPU enthusiast has published early binning results for the new Ryzen 7 9850X3D , confirming that the chip is virtually an overclocked 9800X3D and is using higher voltages to achieve the chip's 400MHz higher boost clock. Binning data of 13 9850X3D'
AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Apple is beginning to feel the downstream effects of the AI infrastructure boom, with surging demand for data center hardware pushing up component costs and weakening the leverage it has long exercised over its suppliers. Meanwhile, foundry capacity and packaging are increasingly being pulled toward AI accelerators instead of consumer products . Now, WSJ reports is facing a big squeeze, and is
Intel's upcoming Core Ultra 9 290K Plus appears on Geekbench with chart-topping scores — Arrow Lake refresh beats the 285K by ~10% across single- and multithreaded tests

Panther Lake might've taken the spotlight at Intel's CES show floor last month, but the company has had another lineup in the oven for a while now: the now-confirmed Arrow Lake Refresh . Spanning across desktop and mobile, the upcoming 16th Gen CPUs from the Blue Team have already generously leaked , and today
AMD adopts FRED together with Intel for Zen 6 architecture — replacement for decades-old IDT can improve performance and stability

AMD appears to be fundamentally redesigning its CPU architecture for the upcoming Zen 6 chips, rather than making it a subset of Zen 5. As a part of those improvements, thanks to X user InstLatX64 , we now know that AMD has finally adopted Intel's FRED instructions for its new silicon, along with fresh matrix multiplication and bit reversal
Raspberry Pi 5 price increases drastically as AI shortage bites, 16GB version now $205 — second price increase in three months, over 70% more expensive than original MSRP

Just two months after the last price increase, your slice of Raspberry Pi just got a lot more expensive and AI is squarely to blame.
Writing in an official blog post , Raspberry Pi co-founder and CEO Eben Upton shared the bad news that price rises have accelerated and the cost of some parts has more than doubled over the last quarter. That
