TrendForce says laptop CPU supply improves from Q2 2026, prompting OEMs to
resume procurement and production rhythms. Rising DRAM and SSD costs have led
vendors to accelerate pre-buying, pushing first-half shipments above prior
expectations. Memory and CPU price increases are widening OEM cost pressure.
TrendForce forecasts that eased CPU shortages in H2, continued pre-buying,
earlier consumer replacements and stable corporate demand will lift shipments,
narrowing 2026 full-year laptop shipment decline to 9.4% YoY.
