According to TrendForce Jibang Consulting's latest notebook industry research, the supply of notebook CPUs has improved significantly since the second quarter of 2026, the pace of procurement and production by brand manufacturers has gradually resumed, and considering the continued rise in DRAM and SSD costs, they are willing to be more active in preparing and locking in parts in advance, driving shipments in the first half of the year to be better than expected. However, the trend of rising memory prices has not changed, and CPU prices have also risen, and the cost pressure faced by brands has further increased. TrendForce Jibang Consulting said that in the second half of 2026, as the CPU shortage slowed down, brands continued to prepare goods ahead of schedule. Coupled with factors such as early switching by end consumers and stable business demand, it is estimated that the shipment situation will improve at the same time, and the decline in notebook shipments throughout 2026 is expected to subside to 9.4%.

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