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Circana data shows US gaming hardware sales fell to $2.543B in 2026 YTD, with Switch 2 still leading consoles but PC content spend up 13% as memory and storage prices climb.
AMD has raised GPU vendor pricing in China by up to $104 on the RX 9070, citing memory and manufacturing costs. International increases are expected to follow.
IDC's preliminary Q3 2026 tracker shows global PC shipments down 20.1% year over year. HP and Dell took the steepest declines, with memory pricing cited as the drag on demand.
Microchip and Navitas combine GaN power stages and a dsPIC33AK DSC into a single 800V-to-6V reference design for AI racks, targeting Nvidia's Kyber ecosystem.
A lead hyperscaler has placed about $6M in follow-on orders for Aehr's Sonoma package-level burn-in systems, targeting a second next-gen AI processor ramping in calendar 2027.
KLA-via-Semiconductor-Engineering explains how 2D, IR, and 3D metrology combine to catch surface, sidewall, and sub-surface defects in hybrid-bonded packages.
Astera Labs adds retimers, redrivers, cable modules, optical drivers and TAs to its Aries 7 portfolio, with sampling due in Q4 2026 ahead of OCP Global Summit demos.
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