PC Shipments Fall in Q2 as Memory Crunch Weighs on Industry Growth

The article says global PC shipments fell 4.9% year over year in Q2 2026 to 68.2 million units after nine straight quarters of growth, as a DRAM memory shortage constrained production and availability. IDC expects shortages to persist until early 2028, implying elevated pricing pressure through 2027. Apple was the standout, with shipments up 10.1% thanks to the MacBook Neo launch and better supply management, while HP and Dell saw declines. The report suggests large vendors with stronger supplier relationships may gain share, while higher component costs could slow PC upgrade cycles and AI PC adoption in the near term despite improving industry revenues from price increases.