Motherboard sales collapse amid unprecedented shortages fueled by AI (tomshardware.com)

• Global motherboard sales drop sharply.
• AI hardware demand causes component crunch.
• Production shifts from PC to AI servers.

"Motherboard sales have collapsed as manufacturers face component shortages triggered by surging demand for AI hardware. The shortages of key components like voltage regulators and PCIe controllers are causing production delays and price increases. Analysts expect the situation to ease by late 2026."