GPU shipments surged 12% despite weaker PC demand and higher memory costs

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The takeaway: Discrete graphics processor shipments rose in the second quarter, defying a seasonal slowdown in the PC market and higher component costs tied to memory shortages. The increase is notable because the second quarter is typically slower than the first. It also comes as memory shortages have raised costs for PC makers and consumers, particularly for systems with high-end graphics hardware.appol

Standalone GPU shipments climbed 12.2% from the first quarter and 14.1% from a year earlier, according to Jon Peddie Research. The increase came as the broader client CPU market declined 1.1% year over year and desktop PC demand weakened.

Total consumer PC GPU shipments, including integrated graphics and discrete processors, reached 75.5 million units in the second quarter of 2026. That was up 10.4% from the previous quarter and 1.1% from the same period last year, JPR said.