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IDC Survey: Worldwide Commercial Devices, 2026 — Memory Crisis

Linn Huang — Tue, 25 Aug 2026 04:00:00 GMT

This IDC Survey presents the results from the memory crisis section of IDC’s June 2026 Worldwide Commercial Devices Survey. IDC fielded a survey to 1,824 IT decision-makers across 17 countries spanning all major geographies in June 2026 to understand their device procurement, usage, and future purchasing intentions. Highlights include:

Memory shortage awareness is near universal, but most are monitoring, not mobilizing … yet.
Vendor satisfaction is low, and the improvement asks are too comprehensive.
Organizations view availability and pricing as equally urgent.
Most organizations expect normalization by mid-2027, but the tail is long.

Worldwide Enterprise Storage Systems Market Overview, 1Q26

Carol Sliwa, Henry Arzumanian — Tue, 25 Aug 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of the enterprise storage systems market's performance during the first quarter of 2026, based on the IDC Quarterly Enterprise Storage Systems Tracker released in June 2026. IDC divides the enterprise storage systems market into three segments: external original equipment manufacturer (OEM), internal OEM, and original design manufacturer (ODM). This presentation provides quarterly results on revenue and shipped capacity in each market segment, with additional breakouts on external OEM storage by region, vendor, storage array and media types, consumption model, and price band.

Verizon Deepens Its Partnership with Google Cloud to Further Automate Network Operations and Service Delivery to the Enterprise

Paul Hughes — Mon, 24 Aug 2026 04:00:00 GMT

On August 24, 2026, Verizon and Google Cloud announced a partnership to embed Google's Gemini Enterprise platform across Verizon's customer service, network operations, and marketing platform. With a previous $1-billion-plus contract already in place for Verizon dark fiber connecting Google's datacenters, coopetition between hyperscalers and carriers evolves quickly to partnership as Google becomes invested in Verizon's network functions, delivery, and future capabilities.

2026 Worldwide Semiconductor Supply Chain Analysis and Update

Galen Zeng — Fri, 21 Aug 2026 04:00:00 GMT

This presentation will provide in-depth insights into the semiconductor supply chain outlook.

In the semiconductor supply chain, Fabless, Foundry, and OSAT, covering IC design, manufacturing, and packaging, are the upstream, midstream, and downstream players that work together to complete the IC products. With the continuous development of the chipset system architecture, advanced packaging is also needed to complete the architecture. This report will analyze IC design, foundry, packaging, and advanced packaging, and explore the industry’s challenges and opportunities, providing forward-looking insights for the industry.

“In 2026, driven by surging AI and HPC demand, the semiconductor market has moved into a structural growth cycle. The Fabless, Foundry, OSAT, and advanced packaging industries are all expected to deliver double-digit growth in 2026, supported by fully loaded advanced-node capacity, a broad-based wafer pricing upcycle, and record demand for AI packaging. Looking forward to 2027, we expect AI infrastructure investment to remain the primary growth engine, with advanced packaging capacity continuing to expand rapidly, bringing a new round of market opportunities across the semiconductor supply chain,” says Galen Zeng, senior research manager at IDC.

Thales Launches New HSM Designed for Post-Quantum Transitions

Jennifer Glenn — Fri, 21 Aug 2026 04:00:00 GMT

In August, Thales launched Luna 8, the first hardware security module on its new Thales HSM platform. Designed for the shift to post-quantum cryptography (PQC), Luna 8 runs on a Thales-designed cryptographic processor and secures the keys underlying PKI, certificate life-cycle management, and digital signing, with the crypto-agility to swap algorithms without re-architecting infrastructure. It ships now as a network appliance undergoing independent assessment against FIPS 140-3 Level 3 and EU Common Criteria. Thales says the platform will eventually also host payShield 11K, its payment hardware security module (HSM), letting customers consolidate general purpose and payment HSM use cases onto one appliance.

2026年国内金融機関におけるデジタルビジネス推進とAI利用の最新動向調査

Hitoshi Ichimura — Thu, 20 Aug 2026 04:00:00 GMT

本調査レポートでは、国内金融機関のデジタルビジネス推進動向、ならびにAIをはじめとした最新テクノロジーの利用動向の調査、分析を行う。現在、国内金融機関を取り巻く経済環境が不透明になる中で大手金融機関、ネット金融機関を中心に生産性向上、既存金融ビジネスの収益拡大ならびに新しいビジネスの展開を追求していることから、デジタルビジネス推進を積極的に開始している。また、AIをはじめブロックチェーンなどの最新テクノロジーの採用も本格化している。本調査レポートでは、国内金融機関のデジタルビジネスの展望、テクノロジー利用動向、支援するスタートアップ企業の動向を分析することで、国内金融機関のデジタルビジネス分野でITサプライヤーがビジネスを拡大させる施策を考察する。また、国内金融機関の第3のプラットフォーム支出、デジタル金融サービス関連／周辺システムIT支出を18業態に分類し、2025年～2030年のIT支出動向を分析する。

国内金融機関を取り巻く経営環境が大きく変わる中で、国内金融機関が今後生き残り、ビジネスを持続的に拡大させるために求められるデジタルビジネスへの着手が必須となり、デジタルビジネスを迅速に推進させるためには、新しいテクノロジーの活用が重要になる。その中でもサービス向上／商品開発、業務効率化／自動化のためにAI（Artificial Intelligence）、生成AIの採用が開始している。多くの国内金融機関では、導入運用体制、AI-ready情報基盤（AI活用に最適化した情報基盤）の未整備などの理由もあり、まだ一部業務での利用にとどまっている。しかし、多くの国内金融機関では人材不足が深刻化している中で、今後の事業継続／拡大を図るために不可欠なデジタルビジネス推進には生成AIの活用が必須となることから、業態を問わず各金融機関で生成AIの利用範囲の拡大を見込んでいる。ただし、既存業務を変えずに生成AIソリューションを単なる業務支援の位置づけで開発する場合、既存業務に慣れた担当者があえて生成AIソリューションを利用する必要性がないことから利用に消極的となってしまい、結果として期待どおりの成果が得られない。

したがって、「国内金融機関が、生成AIアプリケーションを有効活用するためには、データ基盤、開発運用人材の整備だけにとどまらず、業務全体をAI-readyな形に見直し、ならびに企業文化の変革を行うことが必須であり、ITサプライヤーはこれらの支援を行うことが求められる」と、IDC Japan、Software, Services and IT Spendingのシニアリサーチマネージャーである市村仁は分析している。

Cisco Q4 FY26: AI Infrastructure and Campus Networking Drive Record FY26 Performance

Chris Barnard, Brandon Butler — Thu, 20 Aug 2026 04:00:00 GMT

Zycus Horizon SEA 2026: Zycus Bets on Autono mous Procurement Outcomes

Patrick Reymann — Wed, 19 Aug 2026 04:00:00 GMT

Zycus Horizon SEA 2026 showcased its shift from traditional S2P to governed, outcome-driven agentic AI. The launch of Merlin Agentic Sourcing extends autonomy into strategic category work, while the company replaces isolated AI agents with integrated workflows spanning intake, negotiation, sourcing, and savings recovery. Zycus positions APAC as highly ready for adoption, emphasizing executive sponsorship, data quality, governance, and phased change management as prerequisites for scalable deployment.

Google Introduces Health Guardian for Wearables to Monitor for Emergencies and Potential Illnesses

Ramon T. Llamas — Tue, 18 Aug 2026 04:00:00 GMT

At its Made by Google event in New York City, Google introduced Health Guardian, a feature built into Google Health that identifies changes from a user's baseline data that — if unchecked — could develop into more serious conditions. Health Guardian also acts as an emergency button for SOS-type situations and informs users of urgent episodes of elevated heart rate activity. In addition, Google introduced the new Pixel Watch 5, the debut of its Google Pixel Tag, and an improved Pixel Buds Pro 2.

The new devices show incremental gains, but it is Health Guardian that highlights Google's intentions to bring more health-centered features into the company's wearables lineup, connecting data with health to deliver actionable information. This is key as the competition attempts the same, and Google strives to shape and guide the market.

Google Unleashes Gemini Intelligence on New Pixel Smartphones

Francisco Jeronimo, Ramon T. Llamas, Nabila Popal — Tue, 18 Aug 2026 04:00:00 GMT

At its Made By Google event, Google introduced its new Pixel smartphones featuring the latest and top-of-the-line hardware. The real star of the show was the company's Gemini Intelligence, aimed at saving users time and effort by taking over multistep tasks involving multiple applications. In addition, the event marked the debut of Rambler, HiLight, and a peek at its solution for hearing-impaired users (see The Android Show 2026: Google's Googlebook and Gemini Intelligence on Android Signal a More Unified Platform Strategy, lcUS54552826, May 2026).