Motherboard Sales fall 44% as Memory Prices Disrupt PC Upgrades
… As long as DRAM, SSDs, and GPUs remain expensive, the motherboard market is likely to remain under pressure. …
… As long as DRAM, SSDs, and GPUs remain expensive, the motherboard market is likely to remain under pressure. …
… During the company’s first-quarter earnings discussion, AMD executives stated that increasing DRAM prices and broader supply chain pressures are expected to negatively impact demand for gaming products later this year. …
… Built as the company’s flagship consumer SSD lineup, the EXCERIA PRO G2 aims directly at high-end desktop users, workstation builders, gamers, AI content creators, and professional rendering workloads. …
… Data center and AI demand remains strong, while gaming and consumer hardware may face pressure from higher memory prices and broader component cost increases. …
… Semiconductor production capacity continues shifting toward AI accelerators, hyperscale infrastructure, and enterprise data center hardware. This has increased pricing pressure on consumer-oriented products such as DRAM modules, desktop processors, SSDs, and graphics cards. …
… Memory pricing has already experienced upward pressure in recent quarters due to strong demand for AI accelerators, servers, and high-capacity enterprise storage solutions. …
… At the same time, restructuring costs remain high as the publisher continues implementing its two-year transition plan. The broader gaming industry is also facing increasing financial pressure. AAA game development costs continue to rise while production timelines become longer and more complex. …
… The broader memory market continues facing pressure from AI accelerator demand and HBM production constraints, contributing to elevated DRAM pricing across the PC industry. …