NuAxiSemiconductor trade intelligence
Global PC Market Seen Shrinking 5% This Year on Memory Shortages
What happened
Global PC shipments are projected to decline 5% year-over-year to 262 million units due to rising memory prices, according to Counterpoint Research. This demand weakness is driven by higher manufacturing costs passed to consumers, though AI PC adoption and Windows 11 upgrades provide some offset. Bearish for memory component prices as weak demand dampens the market despite easing supply shortages.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
DRAMNAND Flash
shortagedemand-dropprice-hike
Source and time
Source: The Elec · 3/27/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders