PC shipments drop for the first time in two years

Worldwide PC shipments fell nearly 5% to 68.2 million units this quarter, marking the first decline in two years. The downturn is driven by an AI-fueled memory chip shortage that is expected to persist until 2028.

Despite lower shipment volumes, manufacturer revenue is climbing as companies raise prices faster than demand drops. Apple remains an outlier, posting shipment growth thanks to the MacBook Neo.