Motherboard Sales fall 44% as Memory Prices Disrupt PC Upgrades
… The slowdown reflects broader pressure across the PC hardware industry. DRAM prices, SSD costs, and graphics card pricing have all increased significantly over the past year. …
… The slowdown reflects broader pressure across the PC hardware industry. DRAM prices, SSD costs, and graphics card pricing have all increased significantly over the past year. …
… Sources suggest that the card could still carry a relatively elevated cost due to sustained pressure on component supply chains. …
AMD has warned investors that its gaming business may face a substantial slowdown during the second half of 2026 as rising memory and component costs continue affecting the consumer hardware market. …
… Data center and AI demand remains strong, while gaming and consumer hardware may face pressure from higher memory prices and broader component cost increases. …
… This has increased pricing pressure on consumer-oriented products such as DRAM modules, desktop processors, SSDs, and graphics cards. The continued shortage of advanced memory and silicon manufacturing capacity is reportedly driving retail prices higher throughout the PC hardware market. …
… The mobile division reported declining profitability, primarily due to rising component costs linked to increased memory pricing. …
… The PC hardware market continues to face supply challenges and increasing component costs. Memory pricing remains under pressure, while concerns surrounding future availability of key hardware components have become more common across the industry. …
… Pricing is clearly moving upward, especially for higher-memory configurations. That fits the broader component-cost environment, with recent Surface pricing already affected by memory and supply-chain pressure. …
… There is now speculation that Intel could eventually revisit HBM-based client processors if memory costs and supply conditions improve. …
… 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. …