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Oct 8 2026

Q3 PC shipments fall 20.1% as AI memory demand inflates consumer hardware prices

CHIPSADOPT
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IDC's preliminary tracker put worldwide shipments at 62.7 million units, down 20.1% year over year, citing first-half inventory pull-ins and supply constraints it links to the AI data-center buildout. HP fell 30.9%, Dell 25%, Lenovo 22.6%. The first quarter in which the buildout's memory bid visibly cut consumer volume.

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