PC Shipments Fall as AI Siphons Memory Supply Until 2028

Worldwide PC shipments dropped 5% to 68.2 million units in Q2 2026, snapping nine quarters of growth. IDC attributes the decline to AI infrastructure competing for high-bandwidth memory and enterprise-grade storage, squeezing supply for consumer PCs and phones. The shortage is now projected to persist through 2027–2028, far longer than typical component crises, reshaping enterprise IT procurement decisions.