Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

DIGITIMESAugust 5, 2026en

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving sharp increases in DRAM and NAND prices while also tightening CPU supply, causing overall PC demand to weaken once again.

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