Increasing shortages of graphics cards and other critical parts could lead to higher PC prices in the second half of 2026. A Singaporean newspaper writes that manufacturers face rising costs and extended delivery times straits times.
Image source: NVIDIA
PC Partner Group, a Hong Kong-based maker of graphics cards and other computer components, warned on Aug. 14 that the availability of graphics accelerators will further decrease in the coming months. The company manufactures graphics cards under the Zotac, Inno3D and Manli brands.
The shortage is expected to be particularly severe in the entry-level graphics card segment. This could lead to an increase in the average selling price, thereby increasing the cost of even a budget desktop. “The PC market remains extremely challenging as severe supply constraints send component prices soaring, slowing consumer demandPC Partner Group said in its first half 2026 financial results report.
The company, which makes graphics cards based on Nvidia GPUs, did not specify the cause of the shortage. According to media reports, part of the reason may be growing demand for advanced chips and memory from companies developing artificial intelligence infrastructure. PC Partner said that rising graphics memory chip prices will lead to a “significant increase” in graphics card costs in the second half of 2026.
PC Partner’s revenue in the first half of the year increased by 1.5% to HK$6.45 billion (approximately US$822 million). This growth was ensured by increased orders for the production of video cards for other companies, which compensated for the decline in sales of its own-brand products.
Due to the shortage of graphics processors and memory chips and limited supply, sales revenue of private-brand graphics cards declined. At the same time, the average selling price increased by 10.7% compared with last year. Supply issues don’t just affect graphics cards. According to PC Partner, lead times for CPUs, DRAM chips and other critical components have “increased significantly,” worsening the situation across the industry. Parts shortages also disrupted production of minicomputers and other electronics in the first half of this year.
Despite lower sales, rising graphics card prices helped PC Partner’s net profit more than double to HK$545.5 million (about US$70 million), compared with HK$250.4 million (about US$32 million) a year ago.
The company expects conditions in the PC market to be further complicated by parts shortages in the second half of the year. Meanwhile, PC Partner plans to start shipping new servers with GPU and AI products, which should partially offset declines in other segments. The company still expects revenue to increase this year and sees the production of GPU servers and artificial intelligence products as key growth areas in the coming years.
PC Partner’s stock price closed at $3.23 on August 14, up 2.2%. Their value has increased by more than 243% since the beginning of the year, as global spending on artificial intelligence infrastructure has increased significantly.
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