PC shipments globally have dropped by 20.1% year-over-year in the third quarter of 2026, a decline of 15.8 million units. According to research firm IDC Global, this marks a steeper decline compared to the 3.8% year-over-year decrease that the market experienced last quarter. It’s also down 9.1% from the second quarter of this year. Many research firms have been warning about this since late last year, with IDC warning that the PC market could shrink up to 9%, with the budget sector being hit the hardest. Some experts estimate that the situation isn’t expected to improve until 2029, with Tom’s Hardware readers saying that they won’t upgrade their systems in the next two years.
- AI data centers are swallowing the world's memory and storage supply
- Demand for data center CPUs has surged, and AI agents are responsible
- Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis
- The custom AI ASIC state of play
These price increases have been directly caused by the boom in AI data centers, with hyperscalers pouring massive amounts of money into the crucial HBM needed to support AI GPUs. This has led to memory manufacturers pivoting toward this technology, leaving less production capacity for consumer memory. One good example of this is Micron, which killed the Crucial RAM and SSD brand in late 2025 so that it can focus on data center production. As PC makers fight for a shrinking supply of memory chips, we saw memory prices climb by as much as 500%, with 128GB of DDR5 now costing as much as $3,399.
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