We have talked in recent months about RAM and GPU pricing going higher due to high demand in the AI world. One of the other impacts on the price of computing recently, appears to be that of motherboards as well. It seems that Asus and MSI are shipping far less motherboards, becuase people are being scared off by the other pricing. Asus aimed for 10 million for the first half of the year, and only sold 5 million. MSI aimed at 11 million, and is on track for 8.4 million. This is direct fallout as many purchasers of computers are seeking the entire package, and price hikes are scaring them enough to hold on to what they already have. We’re closely watching here…
Color me surprised…
