Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips
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Motherboard sales are collapsing amid unprecedented shortages fueled by AI, causing prices for many major PC components to rise across the board during the past six months, with memory modules and storage drives leading the way.
Key facts
The situation is further compounded by Nvidia not releasing a refreshed RTX 50 Super series this year, while rumors claim that the RTX 60 series will not debut until 2028
Asus, which sold 15 million motherboards in 2025, has shipped only a little more than 5 million in the first half of 2026
The companies have revised their internal forecasts for 2026 to 9 million (Gigabyte) and 8.4 million (MSI), a 22% drop for the former and a 24% contraction for the latter
ASRock will be hardest hit by the situation: The company’s shipments are projected to fall by 37%, from 4.3 million in 2025 to 2.7 million by the end of the year
Summary
Those shortages are being exacerbated by chipmakers like Nvidia, Intel, and AMD, which have reduced production of consumer chips so they can manufacture more AI processors. Because of this, users who lack deep pockets are putting off upgrading their PCs and holding on to their current devices longer. Asus, which sold 15 million motherboards in 2025, has shipped only a little more than 5 million in the first half of 2026. ASRock will be hardest hit by the situation: The company’s shipments are projected to fall by 37%, from 4.3 million in 2025 to 2.7 million by the end of the year.