Sourcengine has published its Q1 lead time report. Volatile memory is at 11-17 weeks and going up and NV memory is at 13-19 weeks and is mostly going up or, if not, is stable. Storage is at 10-15 weeks and mostly going
Over the past seven years, the smartphone market has contracted six times on an annual basis, however, 2024 is set to be the year when the market returns to growth, says IDC. 2024 smartphone shipments are expected to reach 1.2 billio
The High End Router market declined 8% y-o-y in H2 2023, following an abrupt surge in equipment deliveries in the first half of the year, says Dell’Oro Group. “The disruptions caused by component shortages and supply chain bottlene
Power module revenue will grow from $8 billion in 2023 to $16 billion by 2029 representing a 12.1% CAGR between 2023 and 2029, according to Yole Group. The power module packaging costs fully depend on the packaging materials, s
Nvidia’s Q4 revenue was up 265% y-o-y at $22.1 billion.
The Smart NIC market will top $5 billion by 2028, says Dell’Oro. Accelerated computing will continue to push the boundaries in server connectivity, demanding port speeds of 400 Gbps and higher speeds. “The Ethe
