ChipsThe story, in brief
ASUS, GIGABYTE, MSI and ASRock reportedly expect motherboard shipments to fall 24% to 37% this year - VideoCardz.com
24% to 37% drop. Chipmakers are starving the PC market to feed the AI boom — and motherboard makers are the first casualties.
The KeyNews take
Why it matters
AI infrastructure buildout is reshaping hardware supply chains. Chipmakers are prioritizing AI chip production over consumer PC components, signaling a structural shift in where semiconductor capacity is being allocated.
The key facts
5 to knowMotherboard shipments expected to fall 24-37% in 2025
ASUS projected to sell 5 million fewer boards in 2025
GIGABYTE, MSI, and ASRock also seeing reduced sales
Nvidia, AMD, Intel reallocating capacity from consumer PC to AI infrastructure
Component prices rising as capacity constraints tighten
Go to the source
Reuters Technologynews.google.com
Publisher excerpt: ASUS, GIGABYTE, MSI and ASRock reportedly expect motherboard shipments to fall 24% to 37% this year VideoCardz.com Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips — Asus projected to sell 5 million fewer boards in 2025, Gigabyte, MSI,…