Intel reported its earnings for the fourth quarter of 2025 yesterday, and the news both for the quarter and for the year was mixed: year-over-year revenue was down nearly imperceptibly, from $53.1 billion to $52.9 billion, while revenue for the quarter was down about four percent, from $14.3 billion last year to $13.7 billion this year. (That number was, nevertheless, on the high end of Intel's guidance for the quarter, which ranged from $12.8 to $13.8 billion.)

Diving deeper into the numbers makes it clear exactly where money is being made and lost: Intel's data center and AI products were up 9 percent for the quarter and 5 percent for the year, while its client computing group (which sells Core processors, Arc GPUs, and other consumer products) was down 7 percent for the quarter and 3 percent for the year.

That knowledge makes it slightly easier to understand the bind that company executives talked about on Intel's earnings call (as transcribed by Investing.com). In short, Intel is having trouble making (and buying) enough chips to meet demand, and it makes more sense to allocate the chips it can make to the divisions that are actually making money—which means that we could see shortages of or higher prices for consumer processors, just as Intel is gearing up to launch the promising Core Ultra Series 3 processors (codenamed Panther Lake).

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The companies that make RAM and flash memory chips are enjoying record profits because of the AI-induced memory crunch—and they’re also indicating that they don’t expect conditions to improve much if at all in 2026. And while RAM kits have been hit the fastest and hardest by shortages and price increases, we shouldn't expect SSD pricing to improve any time soon, either.

That's the message from Shunsuke Nakato (via PC Gamer), managing director of the memory division of Kioxia, the Japanese memory company that was spun off from Toshiba at the end of the 2010s. Nakato says that Kioxia’s manufacturing capacity is sold out through the rest of 2026, driving the market for both enterprise and consumer SSDs to a “high-end and expensive phase.”

“There is a sense of crisis that companies will be eliminated the moment they stop investing in AI, so they have no choice but to continue investing,” said Nakato, as reported by the Korean-language publication Digital Daily. Absent a big change in the demand for generative AI data centers, that cycle of investments will keep prices high for the foreseeable future.

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Mac power users waiting on new high-end MacBook Pro models may have been disappointed last fall when Apple released an M5 upgrade for the low-end 14-inch MacBook Pro without touching the M4 Pro or Max versions of the laptop. But the wait for M5 Pro and M5 Max models may be nearing its end.

The tea-leaf readers at MacRumors noticed that shipping times for a handful of high-end MacBook Pro configurations have slipped into mid-to-late February, rather than being available immediately as most Mac models are. This is often, though not always, a sign that Apple has slowed down or stopped production of an existing product in anticipation of an update.

Currently, the shipping delays affect the M4 Max versions of both the 14-inch and 16-inch MacBook Pros. If you order them today, these models will arrive sometime between February 3 and February 24, depending on the configuration you choose; many M4 Pro versions are still available for same-day shipping, though adding a nano-texture display or upgrading RAM can still add a week or so to the shipping time.

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Big Tech's AI-fueled memory shortage is set to be the PC industry's defining story for 2026 and beyond. Standalone, direct-to-consumer RAM kits were some of the first products to feel the bite, with prices spiking by 300 or 400 percent by the end of 2025; prices for SSDs had also increased noticeably, albeit more modestly.

The rest of 2026 is going to be all about where, how, and to what extent those price spikes flow downstream into computers, phones, and other components that use RAM and NAND chips—areas where the existing supply of products and longer-term supply contracts negotiated by big companies have helped keep prices from surging too noticeably so far.

This week, we're seeing signs that the RAM crunch is starting to affect the GPU market—Asus made some waves when it inadvertently announced that it was discontinuing its GeForce RTX 5070 Ti.

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Last week, news about the adoption rates for Apple's iOS 26 update started making the rounds. The new update, these reports claim, was being installed at dramatically lower rates than past iOS updates. And while we can't infer anything about why people might choose not to install iOS 26, the conclusion being jumped to is that iPhone users are simply desperate to avoid the redesigned Liquid Glass user interface.

The numbers do, in fact, look bad: Statcounter data for January suggests that the various versions of iOS 26 are running on just 16.6 percent of all devices, compared to around 70 percent for the various versions of iOS 18. The iOS 18.7 update alone—released at the same time as iOS 26.0 in September for people who wanted the security patches but weren't ready to step up to a brand-new OS—appears to be running on nearly one-third of all iOS devices.

Those original reports were picked up and repeated because they tell a potentially interesting story of the "huge if true" variety: that users' aversion to the Liquid Glass design is so intense and widespread that it's actively keeping users away from the operating system. But after examining our own traffic numbers, as well as some technical changes made in iOS 26, it appears Statcounter's data is dramatically undercounting the number of iOS 26 devices in the wild.

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Apple's professional creative apps have been slower to jump on the subscription bandwagon than those from Adobe or some of its other competitors, but the company is taking a step in that direction today. Starting on January 28, Apple will offer an Apple Creator Studio subscription for $13 a month, or $130 a year. Subscribers will get access to the Mac and (where applicable) iPad versions of Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, Compressor, and MainStage, as well as "intelligent features and premium content" for the Mac, iPad, and iPhone versions of Keynote, Pages, Numbers, and Freeform.

Apple says it will also offer a one-month free trial for the subscription and a discounted version for students at $3 a month, or $30 a year.

Most of the apps also seem to be getting small feature updates to go along with the Creator Studio announcement. Final Cut will get a new Transcript Search feature that will allow you to dig through video footage by searching for specific dialogue, and a new Montage Maker feature "will analyze and edit together a dynamic video based on the best visual moments within the footage." An updated Logic Pro "helps creators deliver original music for their video content" and adds a synth player to the app's lineup of "AI Session Players."

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The "more intelligent" version of Siri that Apple plans to release later this year will be backed by Google's Gemini language models, the company announced today. CNBC reports that the deal is part of a "multi-year partnership" between Apple and Google that will allow Apple to use Google's AI models in its own software.

"After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models and we’re excited about the innovative new experiences it will unlock for our users,” reads an Apple statement given to CNBC.

Today's announcement confirms reporting by Bloomberg's Mark Gurman late last year that Apple and Google were nearing a deal. Apple didn't disclose terms, but Gurman said that Apple would be paying Google "about $1 billion a year" for access to its AI models "following an extensive evaluation period."

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Supply shortages and big price increases for RAM and storage have been a major drag for enthusiasts and PC builders in recent months. And while we haven't yet seen large, widespread price increases for memory-dependent products like pre-built laptop PCs, smartphones, and graphics cards, most companies expect that to change this year if shortages continue.

In the meantime, memory manufacturers are riding high demand and high prices to record profits.

In revenue guidance released this week, Samsung Electronics predicts it will make between 19.9 and 20.1 trillion Korean won in operating profit (roughly $13.8 billion USD) in Q4 2025, compared to just 6.49 trillion won in Q4 of 2024.

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If you're a Mac user with Logitech accessories and you've noticed that your settings and customizations seem to have gone away this week, you're not alone.

The company's Logi Options+ and G Hub apps for macOS abruptly stopped functioning on Monday, refusing to launch and reverting all accessories' settings to their built-in defaults.

The culprit, according to both a Logitech support page and Reddit posts from Logitech Head of Global Marketing Joe Santucci, was a security certificate that was inadvertently allowed to expire, rendering both apps non-functional.

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For the first time in years, Nvidia declined to introduce new GeForce graphics card models at CES. CEO Jensen Huang's characteristically sprawling and under-rehearsed 90-minute keynote focused almost entirely on the company's dominant AI business, relegating the company's gaming-related announcements to a separate video posted later in the evening.

Instead, the company focused on software improvements for its existing hardware. The biggest announcement in this vein is DLSS 4.5, which adds a handful of new features to Nvidia's basket of upscaling and frame-generation technologies.

DLSS upscaling is being improved by a new "second-generation transformer model" that Nvidia says has been "trained on an expanded data set" to improve its predictions when generating new pixels. According to Nvidia's Bryan Catanzaro, this is particularly beneficial for image quality in the Performance and Ultra Performance modes, where the upscaler has to do more guessing because it's working from a lower-resolution source image.

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Intel will formally launch its first Core Ultra Series 3 laptop processors later this month, the company announced at its CES keynote today. Codenamed Panther Lake and targeted, at least for now, at high-end ultraportable PCs, the Core Ultra 3 chips will also be the first to use Intel's 18A manufacturing process, the company's effort to catch up with the chip manufacturing technology of Taiwan Semiconductor (TSMC).

The launch will start with 14 chips across five product families, which Intel says will be used in "over 200" PC designs. The first of these will be available on January 27, with others following "throughout the first half of this year."

• The Core Ultra X9 and Core Ultra X7 processors include all of Intel's latest CPU and GPU architectures, plus a fully enabled 12-core Intel Arc B390 integrated GPU and support for slightly faster LPDDR5x-9600.
• The Core Ultra 9 and 7 processors will use all of the same technologies, but with just four GPU cores and support for either LPDDR5x-8533 or DDR5-7200 DIMMs. But they will offer 20 PCI Express lanes, up from 12 for the X9 and X7, meaning they'll pair better with dedicated GPUs.
• The Core Ultra 5 chips are mostly lower-end models with fewer CPU cores, and either 4- or 2-core GPUs. But Intel being Intel, there is one oddball that muddies the waters: the Core Ultra 5 338H, which has 12 CPU cores and a 10-core Intel Arc B370 GPU.

A Panther Lake refresher

We wrote about the basic building blocks of Panther Lake when Intel released details late last year. In many ways the chip is a retreat from the Lunar Lake design, sold as Core Ultra 200V, which used chiplets manufactured mostly outside the company and on-package RAM rather than memory in a DIMM slot or soldered to the mainboard. At the time, Intel said these moves were made in the interest of saving power and extending battery life, as were decisions like removing Hyperthreading support from the P-cores.

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Intel, AMD, Nvidia, and other chip companies usually have some kind of news to announce at CES to kick off the year, but some of those announcements are more interesting than others. Sometimes you see new chips with significant speed boosts and other new technologies, and sometimes you get rebranded versions of old silicon meant to fill out a lineup or make an existing architecture seem newer and more exciting than it is.

AMD's Ryzen CPU announcements this year fall firmly into the latter camp—these are all gently tweaked variants of chips that launched in 2024 and 2025.

"New," for certain values of "new"

Let's start with the Ryzen AI 400 series. Officially the follow-up to the Ryzen AI 300 chips announced in June 2024, these processors offer some modest clock speed improvements and faster memory support. The new Ryzen AI 9 HX 470 has a peak boost clock speed of 5.2 GHz and support for LPDDR5x-8533, for example, up from 5.1 GHz and LPDDR5x-8000 for the Ryzen AI 9 HX 370, and its built-in neural processing unit (NPU) is capable of 60 trillion operations per second (TOPS) rather than 50 TOPS.

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In late 2023, storage company Western Digital announced plans to split itself into two companies. One, which would still be called Western Digital, would focus on spinning hard drives, which are no longer used much in consumer systems but remain important to NAS devices and data centers. The other, called SanDisk, would handle solid-state storage, including the drives that Western Digital sold to consumers under its Blue, Black, Green, and Red brands.

That split effectively undid what Western Digital did a decade ago when it bought SanDisk for $19 billion. And we're just now starting to see the way the split will affect the company's existing consumer drives.

Today, SanDisk announced that mainstream WD Blue and WD Black SSDs would be discontinued and replaced by SanDisk Optimus-branded disks with the same model numbers.

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