Motherboard sales are projected to decline by over 25% in 2026, with major manufacturers like Asus, Gigabyte, MSI, and ASRock all revising their sales targets downward. This downturn is attributed to chipmakers prioritizing the production of AI processors over consumer-grade CPUs and components, leading to increased prices and reduced availability for PC builders. Consequently, enthusiasts are delaying upgrades, impacting the overall enthusiast PC market. AI
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IMPACT Increased demand for AI chips is causing shortages and price hikes for consumer PC components, potentially delaying enthusiast upgrades.
RANK_REASON This article discusses the impact of AI chip demand on the consumer PC market, but does not report on a new AI model, product, or policy.