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The Hot Take: We'll own nothing and be happy folks.
Japanese PC peripherals and accessories stalwart Elecom has announced that it is pulling out of the Blu-ray drive market.
Read the full articleThe Hot Take: Intel hopefully catches up. We'll have to see what the real word benches say.
When an apparent Medusa Point APU based on AMD's next-generation Zen 6 architecture found its way to Geekbench earlier this week, the big news was the amount of reported L3 cache. Well, whoever is uploading benchmark runs of the mystery chip to Geekbench has done so again, and this time the highlight is on the performance and what looks like
Read the full articleThe Hot Take: So we can lock in that price gouging?
Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts. It thinks it can spot price swings “early on” and adjust investment before it gets caught with too much new capacity and nowhere to ship it. Samsung chief executive Jun Young-hyun said, “We are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them in advance, we will be able to flexibly adjust our investment scale accordingly.” That is a sharp turn from a few months ago, when Samsung was reportedly so slammed it barely had room for quarterly contracts, never mind multi-year ones. Under the cunning plan, Samsung gets a longer view of demand for planning and expansions, while customers get a “slight discount” off today’s prices in exchange for less uncertainty. The arrangement would help Samsung keep DRAM pricing steadier by “locking in” peak shortage levels, even if demand cools and the cycle normally rolls downhill. For consumers, it risks prolonging the pain, since earlier estimates of the DRAM cycle easing in 2027-2028 seem optimistic if supply is already tied up. Suppliers have been muttering that the boom might not last ‘Too Long’, and multi-year deals look like another way to avoid over-investment while keeping everyone else boxed out.
Read the full articleThe Hot Take: Looks like we're all jumping on the bandwagon to out price tech....
"This year is the most severe year since the company was founded," MSI told investors.
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