Graphic card shortage set to drive PC prices higher as AI demand strains supplies, manufacturer warns
PC Partner said its revenue rose in the first half of 2026 due to more orders for graphics cards.
A forthcoming graphics card shortage may cause personal computer prices to increase in the second half of 2026, according to PC Partner Group, a Hong Kong-based company listed on the Singapore stock exchange. Graphic cards, also known as video graphics accelerator cards, process and display images on a computer and are crucial for gaming, video editing, and similar graphics-intensive applications.
The shortage would impact entry-level graphics cards most severely, potentially leading to higher average selling prices for even lower-cost desktop computers. PC Partner warns that rising costs and delayed delivery times for graphics cards and other computer components will make PCs more expensive. The company attributes part of the shortage to increasing demand from AI firms for advanced chips and memory to power their infrastructure.
PC Partner's revenue increased 1.5 percent to HK$6.45 billion in the first half of 2026, but sales volumes of its own-brand graphics cards fell due to the component shortage. Despite this, the higher prices for graphics cards helped boost the company's net profit by more than two-fold. PC Partner expects conditions to worsen further for the PC business in the second half of the year due to intensifying component constraints.
However, the company anticipates that new GPU servers and AI-related products will help offset some of the weakness.
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