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, and ASRock also expected to see reduced sales numbers
Summary
Tom's Hardware reports a 25%+ collapse in motherboard sales as AI chip demand diverts capacity to AI processors, exacerbating shortages for memory and storage. Major vendors like Asus, Gigabyte, MSI, and ASRock have trimmed forecasts, with Asus forecasting around 10 million boards in 2026 (down from 15 million in 2025), and others also reducing expected sales. The article notes some pivot to AI servers but emphasizes continued weakness in consumer upgrades and higher component prices.