NuAxiSemiconductor trade intelligence
The PC industry faced a “perfect storm” of challenges in the first quarter. The sector is suffering from the crowding-out effect of the booming AI i...
What happened
The PC industry is facing component price hikes and a 'crowding-out effect' from booming AI data center demand, which is sustaining strong order momentum for suppliers like Murata and Samsung Electro-Mechanics. Murata's February book-to-bill ratio remained resilient at 0.99, while regional averages for Japanese, Taiwanese, and Chinese suppliers were 0.9, 0.81, and 0.82 respectively. 关注: AI demand is diverting capacity and sustaining prices for passive components, creating mixed signals for PC vs. data center supply chains.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
MLCCPCBLogic ICDiodeResistorBead
Murata ManufacturingSamsung Electro-Mechanics
price-hikeinventory-shiftdemand-competition
Source and time
Source: TrendForce Official (Market Data) · 2/13/2026 · View original source
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