Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor.

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Lenovo hits North American partners with price increases driven by memory shortage

Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments on selected commercial client devices and server products from March 2026. Resellers were urged to order by February 25, 2026, and ensure delivery by February 28, 2026, to preserve current pricing.

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Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing

Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year pilot to operational use on assembly lines. The deal uses a Robots-as-a-Service model to automate logistics and material handling tasks.

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AMD replicates Nvidia’s playbook to backstop US$300 million Crusoe loan

Advanced Micro Devices (AMD) is making a bold pivot by guaranteeing a US$300 million loan for cloud startup Crusoe, signaling a shift from pure hardware competition to financial engineering in the AI chip market. The loan, arranged by Goldman Sachs, will allow Crusoe to purchase AMD AI accelerators — including the Instinct MI450 series — for installation in a new Ohio data center being built by Canadian firm 5C, backed by Brookfield.

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White House vows trade stability after court ruling, China and Asian partners seek clarity

The White House is moving to stabilize existing trade agreements after a Supreme Court decision invalidated the administration’s primary tariff framework. Executive officials have signaled their intent to honor standing deals, but key trading partners in Europe and Asia remain uneasy over the legal and economic uncertainty the ruling has created.

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