TrendForce's latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain. Looking ahead to the second quarter, conventional DRAM prices are expected to decline by just 0-5% QoQ, while average DRAM pricing including HBM is forecast to rise by 3-8%, driven by increasing shipments of HBM3e 12hi.

PC and server DRAM prices to hold steady
In response to potential U.S. tariff hikes, major PC OEMs are requesting ODMs to increase production, accelerating DRAM depletion in their inventories. OEMs with lower inventory levels may raise procurement from suppliers in Q2 to ensure stable DRAM supply for the second half of 2025.

At its annual Amplify Conference, HP Inc. today announced new products and services designed to shape the future of work, empowering people and businesses to create and manage their own way of working. The company unveiled more than 80 PCs, AI-powered print tools for SMBs, and Workforce Experience Platform enhancements all built to drive company growth and professional fulfillment.

"HP is translating AI into meaningful experiences that drive growth and fulfillment," said Enrique Lores, President and CEO at HP Inc. "We are shaping the future of work with game-changing AI innovations that seamlessly adapt to how people want to work."

TrendForce reveals that the combined revenue of the world's top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase. The booming AI industry has fueled growth across the semiconductor sector, with NVIDIA leading the charge, posting an astonishing 125% revenue growth, widening its lead over competitors, and solidifying its dominance in the IC industry.

Looking ahead to 2025, advancements in semiconductor manufacturing will further enhance AI computing power, with LLMs continuing to emerge. Open-source models like DeepSeek could lower AI adoption costs, accelerating AI penetration from servers to personal devices. This shift positions edge AI devices as the next major growth driver for the semiconductor industry.

ASUS executives have warned investors that consumers may face higher prices later this year as the company accelerates its manufacturing exodus from China in response to anticipated US tariff policies. Despite efforts to absorb costs internally, ASUS acknowledged during its recent earnings call that production relocation expenses could eventually impact retail pricing. This comes as the PC industry braces for trade policy changes under the new US administration. While competitors like Dell and HP have already established diversified supply chains outside China over several years, ASUS faces the financial pressures of rapidly developing alternative production capacity. Such transitions induce significant costs beyond facility construction, including workforce training, supply chain reconfiguration, and temporary production inefficiencies.

"We will try to limit these costs to within a reasonable level. However, as we make further adjustments to production lines, it may become possible that we need to offset some of these costs to our clients," stated an ASUS co-CEO during the call. The executive noted that several competing manufacturers have already implemented price adjustments to compensate for similar expenses. ASUS wants to maintain competitive pricing despite these pressures, indicating a willingness to accept margin compression in the short term. Component-level products may experience more immediate pricing pressure than fully assembled systems, where manufacturers can partially offset tariff impacts through internal efficiencies. ASUS's cautious messaging suggests the company is attempting to balance shareholder concerns about profitability with consumer sensitivity to price increases in the competitive PC market.

It seems that Sapphire is making a return to the Mini-PC consumer market as ComputerBase discovered during Embedded World 2025 event. There, Sapphire showcased engineering samples of its new Edge AI mini-PC family. These compact computing solutions are based on the latest AMD Ryzen AI 300 series processors.. The two models in this lineup—the Edge AI 340 and 350—feature AMD Ryzen AI 5 340 and Ryzen AI 7 350 processors respectively, with the former offering 16 GB of RAM and the latter providing 32 GB, both supporting impressive 5,600 MT/s memory speeds across two SO-DIMM slots. A more powerful model featuring AMD Ryzen AI 9 HX 370 will also be available.

Even measuring just 117 × 111 × 30 mm in size (the power supply is just a regular external adapter), the Sapphire Edge AI series features a wide range of connections. They boast two HDMI 2.1 ports, two USB4.0 ports, 2.5 GbE LAN, Wi-Fi with Bluetooth, and two extra USB ports. As for storage, there's a regular 2280 M.2 slot for SSDs, plus another 2242 slot. Accessing internal components is easy; no tools are needed, as Sapphire makes use of a magnetic case-cover. This includes access to the SO-DIMM slots and storage areas. Sapphire says these mini-PCs will hit stores worldwide by late April (no word about pricing yet), however, some regions might get different setups or bare-bones versions without pre-installed RAM and storage.

ADATA Technology Co. Ltd., the world's leading brand for memory modules and flash memory, today announced the launch of the SC730 external SSD, the industry's first ultra-compact drive featuring both USB-C and USB-A connectors in a lightweight 7.8 g form factor. Designed for seamless multi-platform connectivity, it delivers up to 600 MB/s transfer speeds, making it ideal for users on the go. The SC730 also stands out with its eco-conscious design, featuring an exterior casing made from 50% post-consumer recycled (PCR) materials, aligning with ADATA's commitment to ESG sustainability initiatives.

USB-C & USB-A Miniature Form Factor
The SC730's standout feature is its dual-interface design, supporting USB 3.2 Gen 2 to achieve 600 MB/s read and write speeds. Whether transferring high-resolution media files, gaming data, or large business projects, this SSD ensures a smooth and efficient experience. Measuring only 36 mm in length, the SC730 is even smaller than a typical USB flash drive yet delivers the advantages of dual connectivity and high-speed storage, setting a new benchmark for portable storage solutions.

Realtek Semiconductor will participate in the globally acclaimed top technology event—the Embedded World 2025 in Nuremberg, Germany, from March 11 to 13. Highlighted exhibits will include networking multimedia applications, Ethernet solutions for various transmission media, industrial Ethernet switch application solutions, as well as Bluetooth and Wi-Fi/IoT solutions. These exhibits will demonstrate Realtek's innovation in multimedia and communication networks, combined with AI-powered smart applications, providing customers with stable, reliable, and high-performance solutions.

Networked Multimedia Application
Realtek provides end customers with a highly secure, sustainably upgradeable, open-source, and shared Linux platform. Designed to meet the needs of SoCs, it leverages an advanced 12 nm process, a high-performance CPU/GPU, and Edge AI computing with NPU to fully support 4K video decoding and all HDMI 2.1 functions. It also enables audio and video transmission via DisplayPort. Additionally, the platform features high integration with multiple interfaces, including USB, PCIe, GPIO, UART, and SDIO. For system integration, Realtek incorporates its NICs (1G/2.5G/10 Gbps) and Wi-Fi/BT chips. SoCs are able to seamlessly connect to panels of various sizes via built-in MIPI or eDP, ensuring compatibility with networked multimedia applications.

AOOSTAR announced that the WTR MAX NAS will soon hit the market, after almost a year of development. The WTR MAX is equipped with the AMD Ryzen 7 PRO 8845HS processor, which outperforms consumer grade 8845HS series, a good choice from AOOSTAR. Another interesting feature is the ECC (Error Correcting Code) memory support. However, there's another feature that stands out as well. Users can install no less than 11 drives in the WTR MAX NAS: five SSDs (three PCIe 4.0 X2.0 and two PCIe 4.0 X1.0) and six HDDs, making it ideal for those needing large storage capacity. AOOSTAR included Oculink and USB4 ports too, so you can plug in an external GPU or more storage options.

Specifications are complemented by two 10G Ethernet ports and two 2.5G Ethernet ports. On the front, you'll find USB4, Type-C, and SD card slots. The NAS comes with its own screen to keep an eye on the system in real time. You can check things like how hot the CPU is, how the memory's doing, and how well the drives are working. Also, you can pick from different themes for the display - default, cartoon style, and cyberpunk (they're planning to add more themes and options in the future). AOOSTAR is going to start selling the WTR MAX NAS at the end of March for just $699.

TCL CSOT, a global leader in display technology for over 15 years, demonstrated its next-generation immersive virtual reality display technologies at MWC 2025. Among the highlights, the company presented the ultra-low power consumption VR display and the world's first mass-produced VR display with the highest PPI. These innovations are already helping to power the future of immersive visual experiences around the world.

Virtual reality is playing an increasingly vital role in both entertainment and professional applications. Around 53 million American adults already own a VR system. By 2029, the number of users in the AR and VR market worldwide is projected to reach 3.7 billion users. Amid surging demand, TCL CSOT is committed to delivering visual technologies that break the limits in more realistic, comfortable, and high-performance VR experiences.

TrendForce's latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.

Most contract prices across applications were seen to have reversed downward. However, increased procurement of high-capacity server DDR5 by major American CSPs helped sustain price momentum for server DRAM.

Today Imagination Technologies announces its latest GPU IP, Imagination DXTP, which sets a new standard for the efficient acceleration of graphics and compute workloads on smartphones and other power-constrained devices. Thanks to an array of micro-architectural improvements, DXTP delivers up to 20% improved power efficiency (FPS/W) on popular graphics workloads when compared to its DXT equivalent.

"The global smartphone market is experiencing a resurgence, propelled by cutting-edge AI features such as personal agents and enhanced photography," says Peter Richardson, Partner & VP at Counterpoint Research. "However, the success of this AI-driven revolution hinges on maintaining the high standards users expect: smooth interfaces, sleek designs, and all-day battery life. As the market matures, consumers are gravitating towards premium devices that seamlessly integrate these advanced AI capabilities without compromising on essential smartphone qualities."

Earlier today, three of Intel's South Korean authorized distributors announced the introduction of Raptor Lake-R-based "Value Pack Genuine" buying options—Danawa's news section stated that the involved companies are: PC Direct, Coit, and Intec & Company. The newly revealed "reasonably priced" packages will contain 14th Generation Core i5-14600KF or i5-14400F processors. A photo preview (see below) showcases very plain blue retail boxes (with no logo), adorned with information-carrying stickers. The freshly unveiled "Value Pack (genuine product)" designs are region exclusive (for the moment); seemingly slotting somewhere in-between Intel's traditional "Boxed" retail and barebones "Tray" processor offerings.

According to the Danawa report, one of the local distributors stated: "this is a very meaningful moment as it is the first time that an official Intel value pack has been released in Korea. We are pleased to offer a more reasonable price while maintaining the same warranty period and standards as existing genuine products. We hope that this release will allow more consumers to upgrade their PCs without burden." Western news sites have highlighted the Core i5 14600KF Value Pack's cheapest available price point (identified via the Danawa comparison engine); KRW 284,540 (~$199 USD). The traditional "Boxed" retail equivalent goes for KRW 295,700 (~$207 USD), while the barebones "Tray" (OEM-oriented) package is priced at KRW 261,200 (~$183 USD). Tom's Hardware checked out the new offering's Batch # and Serial # codes: "on Intel's warranty information page, (it) said that the ATPO (Batch #) we listed indicated that it was a tray processor...We'd like to believe the numbers on the image were just placeholders that belong to a tray processor, or that Intel RMAs in South Korea are all handled by its distributors." Danawa's news piece repeatedly claims that the two new options offer lower pricing compared to "existing genuine box products," but come with the "same genuine warranty" terms.

In an interview with The Telegraph, Acer CEO and chairman Jason Chen said that its products made in the PRC will see a price increase of 10 percent as direct results of the new tariffs that the US will levy on electronics. However, Mr Chen is quoted as saying "We think 10 percent probably will be the default price increase because of the import tax." which doesn't mean it will be exactly 10 percent, as it might vary a bit between product segments. That said, what's clear is that Acer and most likely every other company that manufactures hardware in the PRC aren't going to eat any of the tariffs, as the companies appear to be shifting the burden of the new tariffs straight over to the end consumers. Mr Chen also suggested that some companies might be increasing their pricing by more than 10 percent.

The price increase will happen over time, as the new tariffs won't affect products that have left the PRC before the end of February. Alongside Acer, which is the fifth-biggest computer brand in the US market, it's likely that Dell, HP and Lenovo, as well as Apple, are going to hike their prices by the same 10 percent or more. Acer moved the assembly of its desktop computers out of the PRC during Trump's previous term, when a 25 percent tariff was imposed. Now Acer is looking at moving at least some additional parts of its productions out of the PRC and the US is on the table for some of its products. Considering that some 80 percent of all laptops imported to the US are made in the PRC, the Consumer Trade Association is expecting the new tariffs to cost US consumers some US$143 billion, which it assumes will lead to a slump in sales of consumer electronics.

We've been hinting that this year is going to be huge, and we're ready to share why… in two weeks on Feb 25th, at our Framework (2nd Gen) Event! We're holding this launch event live in San Francisco and streaming to our YouTube channel at 10:30am Pacific that day. You can sign up now to get notified when the stream starts. The last time we held a live launch event was in March 2023, when we unveiled Framework Laptop 16 and two new versions of Framework Laptop 13. It's been amazing seeing the interest in these products and the incredible ways the community has been using and extending on them. We've been heads down working for the last two years on an even bigger set of announcements.

For this event, in addition to bringing in press and partners, we're opening a pool of invites to the Framework Community to attend the event in person, meet the team, and get hands on with our newest products. If you're a current Framework fan and are in the San Francisco area (or are able to handle your own travel to us), you can apply to attend in this sign-up form. We expect we'll see a lot more interest than we have available seats in our venue, so we'll likely need to downselect from applicants.

In a world where most of us work, communicate, play, explore, and make purchases online nearly every day, cybersecurity is more important than ever. Yet it's also a world where it's increasingly hard to know who to trust. Perhaps you've seen recent news reports that call into question the security practices of companies that you might rely on for the network for your home or small business. At ASUS, we're working to show you that not every networking company has the same level of commitment to cybersecurity. Recently, we joined FIRST, a longstanding and renowned organization that brings together a variety of computer security incident response teams from around the world. Our membership in FIRST enables us to take enterprise-level experience, security protocols, and incident response tactics and integrate them into the consumer market.

35 years of coordinating responses against cyberattacks
When you're the victim of a cyberattack, your priority is to re-secure your own hardware, data, and account access. But the incident response teams dedicated to cybersecurity have to take a larger view. What vulnerability made the cyberattack possible? What other systems could be affected? How quickly can a fix be deployed, and how might this fix affect other vital systems and functions? Answering these questions in today's connected world requires not just on-the-ground incident response teams, but international communication and coordination between these groups. Since 1990, this layer of coordination has been provided by FIRST—the Forum of Incident Response and Security Teams. Consisting of members from government agencies, educational institutions, military divisions, and the private sector, FIRST works to ensure a safe internet for everyone by creating channels for incident response and security teams across the globe to work together.

Ever since Apple graced the industry with its M-series chips, Windows enthusiasts have been holding out for a similar Arm-powered revolution for Windows laptops. Qualcomm attempted to do just that with its Snapdragon X Elite chip, advertising performance and efficiency that trades blows with Apple Silicon, while outpacing x86-based laptops in battery life. In reality, the X Elite SoC did bring impressive efficiency to the table, although its CPU performance and efficiency were soon bested by AMD's offerings, while the Adreno iGPU struggled to keep up with even last-gen counterparts since day-one.

Moreover, software compatibility was a major hurdle, making the X Elite systems borderline unusable for professionals with specific requirements that do not have Arm-native alternatives. As a result, the X Elite laptops had a sub 1% market share last fall - a daunting figure considering that Qualcomm had initially targeted 30 - 50% market share by 2029. That said, the story appears to be taking somewhat of a positive turn, with CEO Christiano Amon asserting that Snapdragon X-powered laptops accounted for over 10% of all $800+ laptops sold in December, in the US. Of course, the statement clearly addresses a very specific segment of the market, which makes the 10%+ number more modest that it may appear on paper.

It's not every day that we witness a famous NSA whistleblower voice their disappointment over modern gaming hardware. Edward Snowden, who likely needs no introduction, did not bother to hold back his disapproval of NVIDIA's recently launched RTX 5090, RTX 5080, and RTX 5070 gaming GPUs. The reviews for the RTX 5090 have been mostly positive, although the same cannot be said for its affordable sibling, the RTX 5080. Snowden, voicing his thoughts on Twitter, claimed that NVIDIA is selling "F-tier value for S-tier prices".

Needless to say, there is no doubt that the RTX 5090's pricing is quite exorbitant, regardless of how anyone puts it. Snowden was particularly displeased with the amount of VRAM on offer, which is also hard to argue against. The RTX 5080 ships with "only" 16 GB of VRAM, whereas Snowden believes that it should have shipped with at least 24, or even 32 GB. He further adds that the RTX 5090, which ships with a whopping 32 GB of VRAM, should have been available with a 48 GB variant. As for the RTX 5070, the security consultant expressed desire for at least 16 GB of VRAM (instead of 12 GB).

The Philips Monitors 5000 Series, specifically designed to minimize the environmental impact, is adding two new models, the 23.8" (60.4 cm) Philips 24B2G5301 and the 27" (68.6 cm) Philips 27B2G5601, both built for superior efficiency and power savings.

In addition to innovative technologies like PowerSensor 2 for increased energy efficiency and LightSensor for the perfect brightness with minimal power, as well as eco-conscious features such as 100% recyclable, FSC-certified packaging and EcoSmart materials, these models meet the needs of the most demanding professionals. The Philips 24B2G5301 and the Philips 27B2G5601 both feature a built-in USB-C docking station with 100 W power delivery to ease connectivity, an RJ45 port for secure network access, Smart KVM to switch between sources with the click of a button, and MultiView to split the screen in two for easier collaboration and greater productivity.

TrendForce's latest research report highlights that the NAND Flash industry will continue to face dual pressure from weak demand and oversupply in 2025. In response, manufacturers including Micron, Kioxia/SanDisk, Samsung, and SK hynix/Solidigm have similar plans to cut production—a move that could accelerate industry consolidation in the long term.

TrendForce reports that NAND Flash manufacturers are primarily implementing production cuts by lowering utilization rates and delaying process upgrades. These actions are driven by three major factors:

We recently reported on the Good Old Games's Game Preservation Program's success, with the storefront preserving two 30-year-old Warcraft games. Now, however, GOG is partnering with the European Federation of Game Archives, Museums, and Preservation Projects (EFGAMP) for future preservation efforts. EFGAMP is "the largest organization in Europe dedicated to preserving video games as cultural heritage," giving GOG's commitment to game preservation a lot more weight than previously. The partnership could also help GOG work within and with European governmental and non-governmental institutions, like museums and other organizations, in order to further the game preservation cause.

Perhaps more interestingly, as a game distribution platform with some development talent behind it, GOG actually brings something to the table that was previously missing from EFGAMP as a foundation. In the announcement, the foundation and GOG claim that 2024 was something of a tipping point for consumers when it comes to both the erosion of game ownership and game preservation as a whole. The subject of game ownership was a recurring theme in 2024, with games like The Crew joining the aforementioned Warcraft games in being delisted from stores—at least with the GOG delisting, the games are still maintained for existing owners. The goal of both GOG and EFGAMP is to preserve the history of gaming culture, allowing future generations to experience and learn about important moments in gaming history.

For decades, leadership in computing and software ecosystems has been a cornerstone of American strength and influence worldwide. The federal government has wisely refrained from dictating the design, marketing and sale of mainstream computers and software—key drivers of innovation and economic growth. The first Trump Administration laid the foundation for America's current strength and success in AI, fostering an environment where U.S. industry could compete and win on merit without compromising national security. As a result, mainstream AI has become an integral part of every new application, driving economic growth, promoting U.S. interests and ensuring American leadership in cutting-edge technology.

Today, companies, startups and universities around the world are tapping mainstream AI to advance healthcare, agriculture, manufacturing, education and countless other fields, driving economic growth and unlocking the potential of nations. Built on American technology, the adoption of AI around the world fuels growth and opportunity for industries at home and abroad. That global progress is now in jeopardy. The Biden Administration now seeks to restrict access to mainstream computing applications with its unprecedented and misguided "AI Diffusion" rule, which threatens to derail innovation and economic growth worldwide.

Samsung Display unveiled two new, game-changing QD-OLED panels today at the CES 2025 in Las Vegas, Nevada, that are expected to reinforce the company's plans to dominate the premium, self-luminous monitor market.

The new products includes the world's first 27-inch UHD (3840x2160) OLED panel with 240 Hz refresh rate and 27-inch 500 Hz OLED panel with QHD (2560x1440) resolution, boasting the highest refresh rate when compared to OLED displays currently on the market with the same resolution. Recently, global electronics manufacturers such as Samsung Electronics, ASUS, MSI, and others, announced the launch of their 2025 monitor lineups featuring these panels. Samsung Display intends to commence mass production of both panels in the first half of the year.

Biwin, a PC memory, SSD, and flash storage product licensee for top-tier PC brands, launched its consumer brand in December 2024. Here at CES 2025, the TechPowerUp team headed over to Biwin's booth to check out up close the entire lineup of products ranging from SSDs in all shapes and sizes, and DRAM modules to memory cards, and card readers. The products on display were available on Amazon Japan in December 2024, followed by Amazon UK this January, and at the start of 2025, they will be available in Taiwan, APAC, Mexico, Latin America, and the Indian market.

Biwin showcased Black Opal premium SSDs and DRAM modules such as the Biwin Black Opal X570 PRO PCIe Gen 5x 4 NVMe 2.0 SSD capable of reaching read speeds of up to 14,000 MB/s. The Black Opal DW100 RGB DDR5 CUDIMM series stands out with 9200 MT/s and a CAS latency of CL42, a product tailored for professionals and enthusiasts. For mainstream users, Biwin presented SSDs, DRR5 memory modules, memory cards, card readers, and USB flash drives.

CES 2025, the world's largest annual consumer technology trade show, kicked off in Las Vegas of America on January 7th, 2025, with more than 130,000 attendees and over 4,800 companies. As a high-performance esports equipment brand incubated by Haier Group, THUNDEROBOT showcased its comprehensive innovation capabilities in high-performance esports equipment under the theme "Powerful Esports Momentum".

At this event, THUNDEROBOT unveiled a range of flagship products encompassing esports laptops, smart glasses, monitors, desktops, and peripherals. Among these, the world's first THUNDEROBOT ZERO series of high-performance gaming laptops took the spotlight. This series is powered by the latest Intel's Core Ultra 200HX (codenamed Arrow Lake-HX) processor and NVIDIA's GeForce RTX 5090 laptop GPU. Notably, the flagship ZERO 18 model incorporates a triple-fan "Xiu Technology 2.0" cooling system with seven copper heat pipes and phase-change thermal grease to ensure optimal thermal management even under intense use. Additionally, the introduction of an 18-inch Hummingbird eye-care display with high refresh rates has significantly enhanced the immersive user experience. Each machine will undergo default color calibration to provide accurate color settings.

Alphacool International GmbH, based in Germany and a leading manufacturer in the field of water cooling, proudly presents the new graphics card water coolers for the latest NVIDIA Geforce RTX 5080 and 5090 generation.

The Alphacool Core GPU water cooler has been completely redesigned, and its appearance has also been adjusted. To further optimize cooling, all distances between the cooler and the components of the PCB were redefined and tested. The entire water flow was simulated using the latest software and then practically verified.