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Industry

AI bottleneck shifts to servers, pushing faster eSSD testing

Investment in AI data centres is expanding from high-bandwidth memory to enterprise SSDs, with prices for 30TB to 64TB drives up more than 50 percent. As capacity and NAND layers rise, burn-in and final tests take longer and inspection becomes a bottleneck, driving demand for higher-parallelism, PCIe 5.0-capable equipment. New testing needs are also emerging around CXL 2.0 memory pooling and switching, prompting shipments of dedicated testers.

Industry

Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies

Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.

AI & Enterprise

Intel shares surge 15 percent after hours on Q1 beat, strong Q2 outlook; data center and foundry sales rise

Intel\'s shares surged 15 percent in after-hours trading after the company posted first-quarter results that beat market expectations and issued a stronger-than-expected second-quarter outlook. Revenue rose 7.2 percent to $13.58 billion, topping forecasts. Data center revenue climbed 22 percent to $5.1 billion and foundry revenue rose 16 percent to $5.4 billion. Intel posted a net loss of $4.28 billion, wider than a year earlier.