Taiwan's four major motherboard makers have all lowered their 2026 shipment targets, according to supply chain sources. The cuts are described as a near complete collapse across the board.
Asus faces a battle to maintain 10 million motherboard shipments for the first time. MSI and Gigabyte have fallen below the 10 million mark, down about 25% year-on-year. ASRock's decline is expected to exceed 30%. Asus shipped about 5 million motherboards in the first half of 2026. Gigabyte's internal target for 2026 was revised down to 9 million units, with actual shipments expected to fall to 8-8.5 million. MSI's brand motherboard shipments are expected to drop to 8.4 million units in 2026. ASRock's 2026 shipments are expected to decline to 2.7 million units.
Memory cost share in the PC bill of materials has risen from about 15% to over 30%. Brands have raised prices by 10-20% or reduced specs to pass on costs. Intel and AMD CPU supply is tight, with consumer CPU lead times extended. The NVIDIA RTX 50 series has no further updates, and the RTX 60 series may be delayed to 2028.
The report from DIGITIMES highlights that the motherboard market is under severe pressure from rising component costs and supply constraints. The outlook for 2026 remains bleak for all four major Taiwanese manufacturers.
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