AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline - ProPakistani

The ongoing surge in demand for AI-related chips is severely impacting the global PC hardware market. According to a Digitimes report, large-scale purchases by AI companies have reduced component avai... Read original →

The surging demand for AI chips is fundamentally reshaping the semiconductor landscape, with the traditional PC hardware market bearing the brunt. Large-scale procurement by AI firms has tightened supply and inflated prices for consumer-grade GPUs and motherboard components, prompting major vendors like ASUS, MSI, and Gigabyte to slash 2026 shipment forecasts by 33%–37%. Technologically, prolonged use of AMD’s AM5 socket, Intel’s delayed Nova Lake platform, and NVIDIA’s absence of an RTX 50 Super refresh—coupled with rumors of an RTX 60 series launch not before 2028—have dampened consumer upgrade cycles. In the short term, the PC segment faces structural weakness; however, some motherboard makers are pivoting toward AI server production to tap into booming data center investments. While this strategic shift shows foresight, it also highlights intensifying competition for shared semiconductor resources between consumer electronics and AI infrastructure. Ultimately, the AI boom is accelerating industry bifurcation: PC hardware players unable to rapidly reorient their product portfolios risk prolonged margin pressure.