INTC · News · 20261031N

PC Slowdown and Demand Outlook

INTEL CORP · 2026-10-31 · Importance 57 · Surprise 58 · In source text

Intel CEO Lip-Bu Tan projected global PC shipments would decline 12% in 2026 and a further 10% in 2027. He attributed the forecast declines to component shortages and increasing memory prices, and said the market correction had accelerated over the prior two months as OEM partners reduced inventories. Intel warned that the slump could persist through the first half of 2027, until component pricing stabilizes.

Key facts

• INTEL CORP CEO Lip-Bu Tan projected global PC shipments to decline 12% in 2026 and another 10% in 2027, driven by component shortages and increasing memory prices. source
• INTEL CORP said the PC market correction accelerated over the previous two months as OEM partners reduced inventories, and warned the slump could persist through the first half of 2027 until component pricing stabilizes. source

Impact estimates