… Recent survey data from the United States showed that a large percentage of users are not planning to purchase a new PC for at least two years, largely due to rising component costs. As long as DRAM, SSDs, and GPUs remain expensive, the motherboard market is likely to remain under pressure. …
… Those supply constraints are now beginning to filter through the broader gaming hardware market. The industry has already seen several rounds of hardware price increases tied to rising component costs. …
… Data center and AI demand remains strong, while gaming and consumer hardware may face pressure from higher memory prices and broader component cost increases. …
… With memory pricing expected to remain elevated throughout much of 2026 and GPU supply still constrained, motherboard vendors may continue experiencing reduced shipment volumes for the remainder of the year. …
… Samsung expects demand for memory, foundry services, and advanced display technologies to remain strong throughout 2026. However, supply limitations and pricing pressures are likely to remain key factors shaping the market. …
… At the same time, restructuring costs remain high as the publisher continues implementing its two-year transition plan. The broader gaming industry is also facing increasing financial pressure. AAA game development costs continue to rise while production timelines become longer and more complex. …
… Ubisoft appears to be evaluating whether AI can help streamline portions of game development while maintaining the scale expected from franchises such as Far Cry and Assassin’s Creed. At the same time, generative AI remains controversial within the gaming community and among developers. …
… At this stage, Razor Lake-AX remains entirely rumor-based, and Intel has not officially confirmed any specifications, launch timelines, or architectural details. …