Intel warns memory crunch will cut TAM 10%; commentator sees PC units down 20%
teortaxesTex · x · 2026-10-30
Intel CEO Zinsner said the company is not optimistic about next year as memory constraints hit the market: TAM is expected to decline 10% on a unit basis, with no improvement expected in 2027 and 2028 uncertain.
Commentator teortaxesTex is even more bearish, arguing PC unit sales will take a 20% hit next year, calling it a "Post-Consumer Market."
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