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AI & Enterprise

AI demand squeezes PC components market, motherboard sales set for record slump

The PC motherboard market is expected to contract sharply this year as rising AI demand concentrates semiconductor supply on the enterprise market, an analysis showed. Higher prices for memory, CPUs and storage are slowing consumer upgrades and new PC purchases. Major manufacturers have cut sales targets, with the top four vendors forecast to see motherboard sales fall about 28% from a year earlier. Some assessments say the downturn is structural rather than seasonal.

AI & Enterprise

AI-driven component supply crunch to hit Big Four motherboard makers\' 2026 sales

A deepening shortage of key PC components is driving a sharp drop in motherboard sales as demand for AI hardware surges, Tom\'s Hardware reported on Wednesday. The outlet said Nvidia, Intel and AMD are cutting production of consumer chips to boost AI processor output, lifting prices for parts such as memory modules and storage drives over the past six months. It said the four major motherboard makers have lowered their internal 2026 sales goals.

Industry

Samsung Display QD-OLED wins certified wide viewing-angle verification

Samsung Display said on Tuesday its QD-OLED lineup for TVs and monitors completed UL Solutions\' QuantumView viewing-angle evaluation. The test measures changes in luminance and color coordinates from the front out to 60 degrees. Samsung Display said QD-OLED products showed at least 60 percent luminance retention and color coordinate change of 0.012 or less at 60 degrees. It attributed the results to its front-emission structure and quantum-dot Lambertian emission characteristics.