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Police say sophisticated thieves stole six pallets of Nvidia equipment worth $11.4 million after the shipment left Oakland on August 29 bound for Fort Worth, Texas. The loss wasn't discovered until early September, and investigators lost the suspect vehicle's trail in San Bernardino County after multiple lengthy stops. No suspects have been arrested.
Omdia's latest report shows Apple shipped 11.5 million iPads in Q3 2026, down 27.5% from a year earlier, though it still led the market with 36% share. The global tablet market fell 23% year-over-year to 32.2 million units, its lowest level in nearly three years, with only Lenovo among top vendors posting growth.
Intel stock dropped nearly 29% to close at $65.76 on Friday, its worst single-day performance since 1974, despite beating Wall Street's earnings estimates for the quarter. The company's fourth-quarter revenue forecast of $15-16 billion fell well short of the $17 billion analysts expected, with Intel citing a projected 12% drop in PC shipments in 2026 due to rising memory prices, plus a fab shutdown in Israel following a fatal explosion.
UPS increased its annual revenue guidance to $92.6 billion, citing continued reduction of lower-margin shipments for Amazon in favor of higher-profit business. The company has been deliberately scaling back its reliance on Amazon, historically one of its largest customers, as part of its broader volume mix strategy.
Counterpoint Research's Q3 2026 report shows global PC shipments fell 21% year-over-year to 57 million units, with every major vendor except Apple and ASUS seeing sharper declines. Apple's shipments dropped 11% to 5.6 million units, lifting its market share to 9.8% from 8.7% a year earlier, with Counterpoint crediting the MacBook Neo for cushioning the decline.
Counterpoint Research reported that worldwide PC shipments dropped 21 percent year-over-year in Q3 2026, ending a two-year growth streak, with IDC and Omdia issuing similar findings. The firm attributed the slump to rising prices for RAM, SSDs, and chips from Intel, AMD, and Qualcomm, which pushed up costs on products ranging from MacBooks to Raspberry Pis. Smartphone shipments also hit a 14-year low in the same quarter.
Counterpoint's Q3 data shows global PC shipments dropped to 57 million units from over 70 million a year earlier, a 21 percent year-over-year decline and a 13.8 percent drop from the prior quarter. The firm forecasts a roughly 27 percent year-over-year decline for Q4 and expects weak conditions to persist into 2027. Lenovo remains the top vendor despite a 23 percent decline, HP fell 31 percent, Dell dropped 25 percent, while Apple slipped only 11 percent, gaining relative market share.
IDC reports smartphone shipments dropped 22% in the September quarter, the steepest decline the research firm has tracked, as manufacturers raised prices and cut cheaper models. IDC attributes the surge to memory chip prices rising roughly 350% over the past year amid heavy demand from AI companies.
IDC's preliminary Q3 2026 data shows global smartphone shipments fell 22% year-over-year, driven largely by a memory chip shortage that has pushed component costs up roughly 350% since last year. Samsung led with 57.8 million units shipped (22.6% share), just ahead of Apple's 57.3 million, as Apple's iPhone shipments fell only 4%—the smallest decline among top vendors—narrowing the gap to 500,000 units and 0.2 percentage points.
A 32GB DDR5 6000 memory kit, widely used as a benchmark for mainstream PC pricing, now costs $449.97, up from $400 in August. RAM prices overall have risen more than 500% since last year amid an AI-driven component shortage, though cheaper options like a 32GB DDR5 4800 kit remain available at $399.
IDC reports China's overall smartphone shipments fell 15.4% year-over-year in Q3 2026, with Apple's iPhone shipments down 4.3% but its market share rising to 17.8% from 15.8% a year earlier. Huawei posted the strongest results, growing shipments 17.3% year-over-year to capture 21.1% share, while Wiko's shipments collapsed 74%.
Counterpoint Research reports smartphone shipments dropped 20% year-over-year in Q3, the weakest third quarter since 2012, as DRAM and NAND price surges pushed retail phone prices up 20% this year. Despite falling shipment volumes, Samsung and Apple both grew market share, with Samsung reaching 23% and Apple hitting 22%—its highest-ever Q3 share—even before releasing the base iPhone 18.