Motherboard Sales Collapse 25%+ as Chipmakers Divert to AI — ASUS Down 33%, ASRock Down 37% YoY

Tom's Hardware·high signal

Tom's Hardware reports a severe contraction in consumer PC motherboard shipments as Intel and AMD prioritize high-margin AI server processors. ASUS projects 10M boards in 2026 vs 15M in 2025 (-33%), ASRock faces the steepest decline at -37% (4.3M to 2.7M), Gigabyte -22%, MSI -24%. AI's demand for memory, storage, and processors is the primary driver, forcing PC builders to compete for fewer components at higher prices. AI server sales partially offset losses for these manufacturers.