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WSJ Tech News Briefing · Friday, September 4, 2026

AI Chip Shortage Drives Up PC Prices and Reduces Shipments, IDC Reports

A shortage of memory chips attributed to AI demand is causing computer manufacturers to sell fewer PCs but at higher prices. International Data Corp. reports that worldwide PC shipments decreased by nearly 5% in the second quarter. The firm projects a 20% increase in PC prices for the current year, with continued modest growth into 2027, while shipments are expected to keep declining.

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3 quotes
Finally, a shortage of memory chips due to AI is leading computer makers to sell fewer PCs at higher prices, and the strategy seems to be working.
Julie Chang
Worldwide PC shipments were down nearly 5% in the second quarter.
Julie Chang
That's according to International Data Corp, the firm is projecting that PC prices will be up 20% this year and continue growing modestly in 2027, and that shipments will keep falling.
Julie Chang
Heard on WSJ Tech News Briefing — “TNB Tech Minute: Tech Suffers in Otherwise Strong Jobs Report, published Friday, September 4, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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AI Chip Shortage Drives Up PC Prices and Reduces Shipments, IDC Reports — Heardvine