Motherboard sales are collapsing amid unprecedented shortages fueled by AI, causing prices for many major PC components to rise across the board during the past six months, with memory modules and storage drives leading the way.
Those shortages are being exacerbated by chipmakers like Nvidia, Intel, and AMD, which have reduced production of consumer chips so they can manufacture more AI processors. The AI infrastructure buildout is also causing shortages for Intel and AMD CPUs (and even high-end Macs), as interest in agentic AI rockets through the roof.
Because of this, users who lack deep pockets are putting off upgrading their PCs and holding on to their current devices longer. Motherboard manufacturers have begun to feel the effects of these delayed purchases, with Digitimes [machine translated] reporting that the four major firms are revising target sales downward.
I would say that these are some of the first dominoes to fall in this collapsing economy, but it kinda seems like a bunch of em are falling at once. Sometimes I wonder if its time to invest in a solar rig for the van so we have power while we flee.
Solar on a van has been my life for couple of years. Of course, now diesel’s expensive enough in Texas that fleeing will run $1/mile.
Dude, we’re all so cooked. How’s the rig working? No more letting out the “magic smoke” I hope!