PC manufacturers face steep 2026 motherboard shipment decline
Updated
Updated · Wccftech · May 7
PC manufacturers face steep 2026 motherboard shipment decline
12 articles · Updated · Wccftech · May 7
ASUS aims to stay above 10 million units from 15 million, while ASRock may fall to 2.7 million from 4.3 million and some brands face 25-30%+ drops.
The slump is driven by higher CPU, memory, storage and graphics prices, shortages, and weak upgrade demand as manufacturers divert capacity toward AI chips and servers.
Motherboard prices are expected to rise 10-20%, prompting some vendors to cut specifications, but AI server revenue is helping ASUS, Gigabyte and ASRock offset weaker PC DIY and graphics sales.
As tech giants hit a supply wall, which little-known companies will unlock the next phase of AI?
Beyond chip shortages, is the AI boom creating an unavoidable energy and environmental crisis?
Is the trillion-dollar AI infrastructure race creating the tech industry's next bubble?
Arista Networks Reports Record $2.7B Q1 Revenue Amid 52-Week AI Component Shortage
Overview
Arista Networks delivered a record $2.7 billion revenue in Q1 2026, driven by unprecedented demand from AI infrastructure builders and cloud providers. This strong performance led the company to raise its full-year revenue guidance to $11.5 billion, including a $3.5 billion target for its AI networking segment. However, persistent shortages of critical components, caused by a global semiconductor shift toward AI chips and geopolitical disruptions, pose significant supply risks. To address this, Arista committed $8.9 billion in non-cancellable purchase agreements and introduced innovative technologies that reduce data center space and power needs. Despite margin pressures from absorbing rising costs, Arista’s strategy aims to secure supply and maintain growth amid a booming but constrained AI market.