The specter of price hikes caused by the current AI-driven demand for memory and storage appears to have convinced a fair share of people to buy a new computer. According to data analyzed by Counterpoint Research, global PC shipments grew around 3.2 percent year-over-year in Q1 2026, “driven by pre-emptive buying before memory-led price increases hit the retail level” and Microsoft forcing some customers to upgrade by ending support for Windows 10 last year.
Sales hit 63.3 million units during the first quarter, Counterpoint says, and were particularly concentrated in five high-end PC makers: Lenovo, ASUS, Apple, HP and Dell. Of the five, Lenovo commands the most PC market share
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