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Last updated: April 15, 2026, 5:30 AM ET

Semiconductor & Hardware Supply

ASML projects over 60 Extreme Ultraviolet (EUV) lithography shipments for 2026, encompassing both High-NA and Low-NA systems, signaling major capital expenditure from memory manufacturers amid a sustained demand surge. This aggressive outlook comes as AMD begins accepting pre-orders for its Ryzen 9 9950X3D2 Dual Edition CPU in China, listing the high-end desktop chip at an $899 MSRP, which represents a $200 premium over its predecessor. Separately, consumer preference data gathered by Lexar suggests that PC enthusiasts are prioritizing system memory capacity over storage speed, with gamers willing to reduce RAM size before compromising on SSD capacity below the 512GB threshold.

Gaming & Software Development

The development of Subnautica 2 has been significantly disrupted after the original studio, Unknown Worlds, severed ties with parent company and former publisher Krafton following protracted internal legal disputes. This publisher change introduces uncertainty for the sequel’s timeline, contrasting with the evolving hardware market where component purchasing decisions are increasingly rigid, as evidenced by consumer surveys showing a firm floor on minimum storage requirements for high-end gaming builds.