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.
ASRock will be hardest hit by the situation: The company’s shipments are projected to fall by 37%, from 4.3 million in 2025 to just 2.7 million by the end of the year. This marks a contraction of 28% for the overall motherboard market, at least for the big four manufacturers.
Despite this drop in sales, these companies aren’t exactly struggling. Asus, Gigabyte, and ASRock have pivoted some of their production towards AI servers, allowing them to capture some of the investments that hyperscalers are generously pouring into their data centers.
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