“PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand... Our planning assumption for 2027 is that the market will be double-digit percentage down.”
Resolves on full-year 2027 global PC unit shipment data; Intel separately guided to a roughly 10% PC TAM decline in 2027, and Gartner reported Q3 2026 shipments down 22.4% year over year amid memory-driven price increases.