… According to newly published figures from China, motherboard sales dropped by 44% in April 2026 compared to the same month last year. On a month-to-month basis, sales also declined by 9% compared to March, highlighting continued weakness in consumer demand. …
… Gaming revenue reached $720 million, up 11 percent year over year, with stronger Radeon GPU sales contributing to the increase. …
… Other motherboard vendors are expected to see even steeper declines. …
… Looking ahead, Microsoft expects gaming revenue to decline between 11 and 14 percent during the current quarter. …
… Speaking during Computex 2026, Duann stated that consumer SSD sales have declined dramatically during the first half of the year as NAND flash manufacturers increasingly prioritize enterprise and AI-related products. …
… According to Huang, Nvidia’s decline in China is directly tied to these regulatory measures, which limit the export of high-performance GPUs used in AI workloads. …
… Although that figure represents a modest 4% decline compared to Q1 2025, it remains a significant contributor to the company's overall financial performance. …
… By that point, DDR5 should dominate new system shipments, while DDR4 production is expected to decline further or be phased out by several suppliers. …