The IT sector is prioritizing a massive build-out of artificial intelligence infrastructure. Industry conferences like NVIDIA’s GTC and OFC recently showcased next-generation AI memory and optical networking solutions. Major assembler Hon Hai projects significant revenue growth driven by robust demand for AI servers. The company currently holds a 40% share of the global AI server market.
In contrast, the personal computer market faces a significant downturn. Research firm IDC downgraded its 2026 forecast for global shipments. The firm now anticipates a steep 11.3% decline. Ongoing memory shortages and rising component prices drive this negative revision. Supply chain disruptions further contribute to the performance divergence across technology industry segments.