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AI & Enterprise

Q3 global PC shipments plunge more than 20 percent, hit by AI-driven memory squeeze

Global PC shipments fell more than 20 percent in the third quarter from a year earlier, marking the steepest decline since the first quarter of 2023. IDC put shipments at 62.7 million units, down 20.1 percent, while Omdia reported a 21.2 percent drop to 58.1 million. Rising memory prices driven by AI data centre expansion and pre-emptive stockpiling by manufacturers weighed on demand and inventories.

Games & Commerce

PS5 prices rise, digital edition up $200 in six years amid memory shortages

Sony\'s PlayStation 5 prices have risen sharply rather than falling late in the console cycle, Engadget reported. The PS5 Digital Edition increased to $599 from $399 over six years, while the disc model rose to $649 from $499. Sony changed the lineup with the Slim model without performance gains and implemented two rounds of price hikes in 2025 and 2026. The report cited industry-wide NAND and RAM shortages and rising memory costs as key factors.

Industry

Samsung Electronics\' third-quarter operating profit tops 100 trillion won

Samsung Electronics posted a record third-quarter operating profit of 107.4 trillion won, its first quarter above 100 trillion won. Revenue rose to 195 trillion won, and cumulative sales for the first three quarters exceeded last year\'s full-year sales. The company’s recovery has been driven by AI-led memory demand, with hyperscalers and AI chipmakers as key customers. The shift has strengthened suppliers’ pricing power and pushed operating margins higher.