GPU prices in China have increased massively due to recent adjustments to GDDR6 and GDDR7 memory, affecting AMD and NVIDIA graphics cards. https://t.co/xc4qDJTY1u
Global PC shipments dropped 4% year-over-year in Q2 2026, the first decline after five consecutive quarters of growth due to RAM prices, and it's only going to get worse.
Commercial demand is still being helped by the Windows 11 transition and AI PCs, but it wasn't enough to offset weaker consumer demand.
Lenovo, HP, and Dell all shipped fewer PCs compared to last year. Apple and ASUS were the only major brands that managed to grow.