With synthetic intelligence (AI) demand surging and key parts comparable to reminiscence in tight provide, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang stated the corporate is actively increasing within the AI server market, attaining progress of 50 to 100% in 2025, and expects to take care of sturdy progress in 2026. In addition, they anticipate gaming merchandise to see a value enhance of about 15 to 30% in 2026 because of the affect of rising reminiscence prices.
PC shipments to fall in 2026
Hsu defined that the normal “seasonal cycle” lengthy relied upon by the PC trade is steadily disappearing. In the longer term, cargo rhythms will now not be pushed by market demand however by GPU provide.
According to Hsu, the fast rise in AI computing demand has led AI servers to take precedence for GPU and high-end reminiscence capability. In the previous, the PC market skilled clear peak seasons round nationwide vacation promotions, back-to-school intervals, and year-end holidays. However, with chip provide constraints, the market’s seasonal rhythm is present process a structural change.
Hsu emphasised that below tight GPU and high-end reminiscence provide, future PC trade competitors will now not focus solely on gross sales quantity. Instead, it’s going to take a look at producers on product combine, provide chain administration, and high-end market positioning.
Huang added that the PC market faces a number of pressures in 2026. In addition to general demand being affected by macroeconomic components, the crowding-out impact of AI funding continues to develop. Combined with the dearth of main new product launches, market momentum has clearly weakened. Based on varied estimates, international PC shipments in 2026 may decline by greater than 10%, with a possible drop of as much as 20%.
Adjusting PC pricing methods
On the provision chain aspect, hovering reminiscence costs have pressured PC manufacturers to readjust their pricing methods. Since the fourth quarter of 2025, DDR5 costs have risen sharply, with some specs rising two- to threefold, placing important strain on the price of motherboards and full programs. To mirror rising prices, MSI has steadily adjusted its end-product costs.
Although market demand stays unsure, shrinking provide has eased value competitors. In different phrases, the present atmosphere is now not about chopping costs to realize market share; as an alternative, those that can safe parts maintain the leverage to barter costs.
MSI expects 2026 operations to observe a decrease quantity, increased value…
