PC SHIPMENTS DROP FOR FIRST TIME IN TWO YEARS

PC shipments fell for the first time in two years as memory component shortages constrained supply. The decline signals a shift after sustained growth in the post-pandemic PC market. Manufacturers including Dell, HP, and Lenovo shipped fewer units. However, revenue streams remained stable or grew, driven by higher-priced systems and stronger average selling prices. Memory chip shortages stemmed from continued global supply chain disruptions and strong demand across semiconductors. DRAM and NAND flash production constraints limited PC assembly capacity. The shipment drop comes as demand moderates following the pandemic-era surge in home computing. Analysts expect supply chain normalization to gradually ease memory availability throughout the year, though pricing pressure may persist. Enterprise and consumer segments both felt the impact, though business purchasing remained relatively resilient.