Overview
- MSI executives reaffirm 2026 price increases of roughly 15–30% and caution that global PC shipments could fall by more than 10% as capacity is steered to AI servers.
- A 16GB DDR5 module that was about $40 last year now costs roughly $170–$180, with some spot purchases near $200, the company told investors.
- MSI is trimming lower-end gaming SKUs and reworking more motherboards for DDR4 to keep entry-level platforms relatively accessible.
- The company says it holds one to two months of memory inventory and is pursuing three‑ to five‑year contracts to reduce exposure to spot pricing.
- MSI reports NVIDIA GPU supply is down nearly 20% and is ramping AI server investment, targeting 50–100% annual revenue growth and lifting 2026 capex to NT$50 billion.