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DRAM Supply Crisis: What Could It Mean for the Printer/MFP Market?

Jacqui Hendriks, Robert Palmer, Phil Sargeant — Tue, 21 Apr 2026 04:00:00 GMT

This IDC Market Note covers the rapid shift of DRAM manufacturing toward high-bandwidth memory, causing severe shortages and price spikes in legacy DRAM and directly impacting printer and MFP OEMs. Print hardware vendors face rising costs, supply disruptions, and operational complexity. These challenges are expected to persist through 2027, requiring agile procurement and supply chain resilience to mitigate ongoing risk.

Siemens Strengthens Its Industrial 5G Play with U.S. Expansion and Edge Integration

Alejandro Cadenas — Tue, 21 Apr 2026 04:00:00 GMT

On April 1, 2026, Siemens announced the expansion of its private 5G infrastructure to the United States and seven other countries, alongside enhancements to its portfolio, including CBRS support and edge runtime capabilities embedded in 5G routers. This move comes as the private 5G market shifts from early hype into more pragmatic, outcome-driven deployments.

While private 5G has been widely discussed in recent years, adoption has been constrained by complexity, unclear ROI, and fragmented ecosystems. Siemens' approach directly addresses these challenges by combining industrial-grade infrastructure with simplified deployment and tight integration into its broader digitalization portfolio. Siemens leverages its strong position in industrial sectors to position private 5G not as a standalone connectivity solution, but as a foundational layer of industrial digital transformation.

Oracle FY3Q26 Results: Cloud Growth Accelerates as AI Contracts Expand RPO

Tapan Patel, Devin Pratt, Dave McCarthy, Eric Newmark, Mickey North Rizza — Mon, 20 Apr 2026 04:00:00 GMT

Oracle’s FY3Q26 results demonstrate continued execution across cloud infrastructure, database, and enterprise applications as organizations invest in AI use cases and initiatives. Total revenue reached $17.2 billion, whereas cloud revenue grew 44% to $8.91 billion, driven by Oracle Cloud Infrastructure’s (OCI) expansion and steady SaaS performance. The quarter highlighted strong adoption of multicloud database services, embedded AI capabilities across Fusion Cloud applications, and industry-specific cloud solutions. Remaining performance obligations (RPO) totaled $553 billion, reflecting substantial demand for Oracle’s AI and cloud offerings. Overall, FY3Q26 underscores Oracle’s strategy of integrating AI across its infrastructure, data, and applications to support enterprise application modernization, cloud growth, and agentic AI demand.

IDC Survey: IDC's Cloud Data Logistics and Protection Survey, Executive Summary, Part 1 — Data Protection and Cyber-Resilience

Johnny Yu — Sun, 19 Apr 2026 04:00:00 GMT

IDC's Cloud Data Logistics and Protection Survey asked respondents who were familiar with their organizations' compute infrastructure to identify commonly adopted strategies and pain points surrounding various aspects of data infrastructure management and data protection.

The results of the survey are weighted by IT spending per country and divided into two presentations. This is the first presentation, and it focuses on SaaS application data protection, purpose-built backup appliances, and cyber-recovery.

From Purpose to Execution: NTT DATA's Responsible Innovation and Sustainability Strategy

Roberta Bigliani, Gaia Gallotti, Jennifer Thomson — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Market Note examines NTT DATA's Horizons Innovation Summit and Analyst Forum 2026 in Milan, focusing on the company's approach to responsible innovation and sustainability as a core element of the company's AI-driven transformation strategy. IDC finds that NTT DATA has developed a coherent framework rooted in its corporate purpose, mission, and Japanese heritage, integrating sustainability, human-centric AI, and governance into its broader transformation model. Success will depend on its ability to scale repeatable, outcome-driven sustainability offerings; embed responsible innovation consistently across its portfolio; and strengthen its positioning as a trusted partner for sustainable, AI-led transformation.

HPC–AI Index, 3Q25: Executive Summary

Madhumitha Sathish, Peter Rutten — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Market Presentation is an excerpt from IDC's 3Q25 High-Performance Computing and Artificial Intelligence Infrastructure Index (HPC–AI Index). This presentation includes forecasts for the HPC and AI infrastructure markets from 2021 to 2029.

IDC Survey Spotlight: Where Are Asia/Pacific Organizations in the Shift from SD-WAN to SASE?

Nikhil Batra — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight examines where Asia/Pacific organizations are on their journey from SD-WAN to integrated SASE. While the interest is strong, progress remains slow, with most organizations still in planning rather than deployment. This document explores why that transition is proving difficult and where service providers can help customers move forward.

"The SASE framework is no longer a hard concept sell for most organizations. They understand why integrated networking and security, with unified policies and management, makes sense. The harder part is helping them make the change inside the organization," says Nikhil Batra, senior research director, Telecom at IDC. "For most organizations in Asia/Pacific, bringing together networking, security, policy, and operations teams that have traditionally worked separately has been the biggest challenge. Service providers that can simplify the transition and help customers bridge these silos will end up being more successful."

This document contains data from IDC's 2025 Asia/Pacific Enterprise Connectivity Survey, which included 700 respondents.

IDC's Worldwide Quarterly Hardcopy Peripherals Tracker Taxonomy, 2026

Fri, 17 Apr 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for hardcopy peripherals. The definitions provided in this document represent the scope of IDC's HCP hardware research. This taxonomy outlines market segmentations and measurement methodologies for HCP, including classification by technology, vendor, geography, and revenue metrics.

"IDC's worldwide HCP taxonomy presents a standardized and detailed framework of the HCP market," said Phuong Hang, director, Worldwide Trackers at IDC. "The taxonomy document serves as a guideline to better understand and use IDC's HCP research."

IT for Circularity: Vendor Offerings and Best Practices (Part Two)

Katharina Grimme, Melvie Espejo — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Perspective evaluates six leading technology vendors in the IT for circularity space, highlighting their solution portfolios, capabilities, and best practice examples. It provides guidance for tech buyers navigating regulatory requirements that seek to leverage traceability, data management, and AI-powered tools to accelerate circularity initiatives, achieve compliance, and unlock business value. This is the second of two documents analyzing key tech vendor offerings and real-world applications.

"In the race toward circularity, technology is not just an enabler but the catalyst redefining value, resilience, and innovation across tomorrow's supply chains," says Katharina Grimme, AVP and EMEA sustainability research lead, IDC.

Middle East/GCC International Connectivity, 2026: Resilience, Diversification, and a New Routing Paradigm — How Disruptions Accelerate Route Diversification and Reshape Connectivity Strategies

Tolga Yalcin — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Market Presentation analyzes international connectivity across the Middle East and GCC, focusing on subsea capacity expansion, emerging terrestrial corridors, and the evolving resilience landscape amid recent geopolitical disruptions. It examines the continued concentration of traffic along the Red Sea–Egypt corridor, alongside efforts to enhance route diversity through new subsea systems, Mediterranean landing points, and selective terrestrial initiatives. The presentation also highlights how geopolitical tensions and operational constraints around deployment and repair have elevated infrastructure risk into a commercial consideration, reshaping pricing, SLAs, and route strategy for operators, hubs, and hyperscalers across the region.

"The Middle East connectivity market is entering a new phase where resilience, not just capacity, defines strategic advantage. While subsea expansion continues to scale supply, recent disruptions have exposed the limits of geographic concentration and accelerated the need for diversified routing strategies. Over the next phase, value will shift toward operators that can combine route diversity, interconnect ecosystems, and cloud adjacency into integrated connectivity propositions." — Tolga Yalcin, research director, Telecoms, IoT, and Digital Regulations, IDC META.