Tag
pc market
7 articles
Intel's Foundry Gamble Unravels as Data Center Demand Devours 18A Capacity
A 45 percent stock collapse in October forces Intel to cannibalize its most advanced fab for legacy chips, threatening the credibility of its bid to win external foundry customers.
Intel's 20% Drop Shows PC Revenue Risk; Data Center Pivot Now Critical
Intel shares crashed 20 percent on weak guidance tied to persistent PC market weakness, forcing a reassessment of the company's ability to offset core business decline with data center and AI growth.
Microsoft's Gaming and Windows Licensing Face Demand Pressures
Xbox hardware sales fell 14 percent and Windows OEM revenue dropped 22 percent in Q1, signaling weakness in mature consumer segments as Microsoft pivots to cloud and AI
PC Shipments Drop 21% as Component Costs Squeeze Margins
Global PC shipments fell sharply in Q3 2026, ending two years of growth as rising chip and memory costs force price hikes that destroy demand in price-sensitive segments.
PC Shipments Collapse 21% as AI Starves Consumer Memory Supply
Global PC shipments fell 21.2 percent year over year to 58.1 million units in Q3 2026, with memory costs diverted to AI infrastructure pushing component prices up 300 percent.
AMD Hits 30% x86 Share Milestone as Desktop Market Crumbles
AMD's Q2 client CPU share reached 30.3%, driven by notebook gains, but desktop shipments fell more than 20% year-over-year, offsetting the win.
HPQ Splits Analysts After Q1: Value Case Builds Despite PC Weakness
HP Inc. shares fell after mixed first-quarter results, with Wall Street divided on whether AI PC demand and cash returns justify a higher multiple.