I've been keeping an eye on global PC shipments as part of the ongoing RAM crisis for more than a year, and it seems that the component shortage has finally caught up with markets.
Global PC shipments dropped 4% year-over-year in Q2 2026 according to a new study by Counterpoint Research. That drop resulted in roughly 65 million shipments for the quarter, ending a growth run that had held since Q1 2025.