Motherboard sales have plummeted by over 25% as chipmakers prioritize AI chip production over consumer PC components. Major manufacturers like ASUS are projected to sell 5 million fewer motherboards in 2025, with Gigabyte, MSI, and ASRock also expecting significant sales declines. The shift reflects the industry's growing focus on AI infrastructure at the expense of the enthusiast PC market.
Background
The global semiconductor industry is experiencing a major shift as companies prioritize AI chip production, leading to supply chain disruptions in traditional PC component markets. This realignment comes as demand for AI infrastructure continues to surge.
- Source
- Hacker News (RSS)
- Published
- May 7, 2026 at 11:23 PM
- Score
- 7.0 / 10