IDC warns of major PC market downturn due to memory crunch

The demand building out AI infrastructure has placed on PC component makers has already led to the death of one consumer-facing RAM brand, but a new report from the International Data Corporation (IDC) suggests it could have an even worse impact on the PC industry at large. In its worst-case-scenario model, the IDC predicts PC shipments could shrink by up to 8.9 percent in 2026 because of the high cost of memory.

"Instead of expanding conventional DRAM and NAND used in smartphones, PCs and other consumer electronics, major memory makers have shifted production toward memory used in AI data centers, such as high-bandwidth (HBM) and high-capacity DDR5," IDC writes. That's continued to drive up the price of the RAM that is available for PC makers, which has naturally led to them to raise the price of their own products to stay above water. For example, modular ...