Memory Shortage Chokes The PC Market Into A 4% Q2 Decline, Leaving Only ASUS And Apple Growing

According to Counterpoint Research, global PC shipments fell 4% year over year in Q2 2026 to 65 million units.

DRAM shortages pushed up component costs and PC prices, weighing on both demand and shipments.

Lenovo remained the top vendor, while ASUS and Apple were the only major OEMs to post shipment growth.

Rising memory and storage costs are squeezing mainstream PC sales and accelerating a shift toward premium AI PCs.