News-HONCH-IT HARDWARE DISTRIBUTOR

Top 10 Fabless IC Design Houses Post 73% YoY Growth – AMD Breaks into Top Three

Top 10 fabless IC revenue surged 73% YoY in 2Q26, hitting $141.45B. NVIDIA holds 64% share, AMD breaks into top three, Broadcom gains on custom ASICs. Agentic AI is putting CPUs back in the spotlight.

2026-09-14

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Cisco, NVIDIA & Supermicro – The New Power Trio of Rack-Scale AI

Three companies, one integrated stack: Cisco networking + NVIDIA compute + Supermicro liquid-cooled servers. The AI infrastructure market is shifting to pre-validated rack-scale systems – and power/cooling are now as critical as chips.

2026-09-07

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NVIDIA Just Wrote a $3.5B Check to MediaTek – And It Is Not Just About Chips

NVIDIA invests $3.5B in MediaTek. MediaTek will offer NVLink Fusion (chiplet, C2C, NVHBM) to custom silicon clients, letting hyperscalers plug XPUs into NVIDIA's ecosystem. Partnership runs through 2030. NVIDIA secures AI backbone.

2026-09-04

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Kioxia & Sandisk Just Announced ¥5 Trillion for Japan. What This Means for Hardware Sourcing.

Kioxia & SanDisk commit JPY 5T to Japan NAND expansion. New K3 Fab targets 2029 production. Three supply chain takeaways for IT hardware buyers planning 2027–2029 sourcing.

2026-08-31

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