MSI Chairman Warns Memory & GPU Shortages Will Drag Into 2026, But Says CPU Supply Will Get Better By Q3

by John Garrett
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The Impact of Memory and GPU Shortages on the PC Market

As the demand for high-performance computing continues to rise, the tech industry is grappling with significant shortages in key components like memory and GPUs. MSI Chairman, Hsu Hsiang, recently shed light on the challenges facing the PC market due to these shortages. While memory and GPU supply are facing constraints, there is hope on the horizon for improved CPU availability in the coming quarters.

Memory and GPU Shortages

During the first quarter, the prices of memory components used in gaming laptops and desktop PCs surged, causing concern among manufacturers and consumers alike. Additionally, the graphics segment experienced a 30% reduction in chip supply, primarily due to memory shortages impacting NVIDIA’s ability to meet demand. This has led to supply limitations and price hikes in the GPU market, with NVIDIA’s RTX 50 series facing a 50% supply cut in the current quarter.

The Hope for Better CPU Availability

While the memory and GPU shortages pose significant challenges, there is optimism surrounding CPU availability. Hsu Hsiang mentioned that the CPU shortage may ease in the coming quarters, providing relief to the DIY market and consumers. Both AMD and Intel are ramping up their efforts to prioritize client CPU production, with expectations of improved availability by the third quarter of 2026.

Conclusion

As the tech industry grapples with memory and GPU shortages, there is a glimmer of hope on the horizon for improved CPU availability. Manufacturers like AMD and Intel are working to address the supply chain challenges and ensure a smoother experience for consumers. While challenges persist, the industry’s resilience and innovation will pave the way for a more stable and sustainable future in the PC market.

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