Motherboard Big Four See 2026 Sales Plunge Amid AI-Driven Component Supply Crunch

Rising AI chip production by Nvidia, Intel, and AMD is squeezing consumer PC chip supply and pushing up component prices.

Higher memory and storage costs are cooling PC upgrade demand, weakening the broader motherboard market.

ASUS, Gigabyte, MSI, and ASRock have all cut their 2026 sales targets for motherboards.

The shift toward AI-focused semiconductor allocation is directly pressuring hardware vendors’ shipments and earnings plans.