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Global PC shipments grew 3.2% year-over-year to 63.3 million units.
DRAM prices rose about 110% and SSD prices climbed 147% in Q1 2026.
KEY POINTS
- Intel and AMD raised CPU prices by 10% to 15% due to tight supply and high demand.
- Lead times for PC components have increased from 1-2 weeks to up to 12 weeks.
- Memory makers may only meet 60% of global DRAM demand through 2027, keeping supply tight.
- IDC now predicts PC shipments to fall 11.3% in 2026 as low-cost PC era ends.
COMPANIES
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