Memory, Graphics Cards Are Landmines, MSI States: This Year Will Be PC's Most Severe Year

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TechNews, March 14 — Besides the storage chip industry, this year has been difficult for almost all electronics sectors. PC manufacturer MSI even predicts 2026 will be the most challenging year.

During the recent earnings call, MSI General Manager Huang Jinqing discussed the current situation, stating that 2026 is expected to be the toughest year for PCs, mainly due to shortages and rising prices of storage chips. Additionally, supply of NVIDIA gaming graphics cards is tight, which will impact the shipment of some eSports products.

Huang Jinqing believes that PC shipments this year will decline by more than 10%, possibly even 20%, which is unavoidable.

In response to these issues, MSI has had to raise the prices of its end products by 10-30%. However, this price increase will not happen all at once; instead, it will be implemented gradually.

Apart from the well-known impact of memory price hikes, he also mentioned that NVIDIA’s gaming graphics card supply will decrease, which is unfavorable for the shipment of some gaming products. This year’s goal is to increase average selling prices and overall gross profit, while shifting product focus toward mid-to-high-end segments to mitigate the effects of reduced shipment volume.

Furthermore, beyond these two factors, the recent Middle East conflict has also caused disruptions. Prolonged warfare affects oil prices and inflation, leading the public to adopt a more cautious consumption attitude.

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