Nope, not down. "total Personal Computing Device (PCD) market — comprising traditional PCs and tablets — posted 2.8% year-over-year growth in Q1 2026, with combined shipments reaching 103.3 million units. PC shipments grew 3% YoY with 65.6 million units" https://www.idc.com/promo/pcdforecast/
Q2 is forecasted to be negative, partly because of RAM prices like you said, but for the most part this is something that only price sensitive nerds care about. Broadcom sells a ton of server chips. Server sales are up 30% vs last year so I highly doubt they're desperate to use their allocation
Q2 is forecasted to be negative, partly because of RAM prices like you said, but for the most part this is something that only price sensitive nerds care about. Broadcom sells a ton of server chips. Server sales are up 30% vs last year so I highly doubt they're desperate to use their allocation