PC Shipments Just Fell For The First Time In Two Years, Thanks To The Memory Shortage
Revenue is still rising for these companies, so at least someone's making out well here.
Worldwide PC shipments have fallen by nearly five percent to 68.2 million units, according to research conducted by the International Data Corporation (IDC.) This is the first decline in two years after nine straight quarters of growth. This all started in the tail-end of 2025, as you can see in the chart below. That's right around when global memory crunch went from an annoyance to a full-blown crisis.
Anyone who follows the tech industry even the slightest already knows the reason behind this downturn. It's the AI-driven memory shortage, which IDC says isn't expected to end until 2028. This has caused price hikes across the entire industry and beyond.
However, there's another wrinkle to this story. IDC has also reported that revenues are still rising for PC manufacturers because "vendors are pushing...
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