Comment by gpm

According to your own source

> the full-year 2026 [PCD] outlook has been revised to −10.4% year-over-year

because

> erosion of consumer purchasing power amid regional inflation and currency volatility in many key markets, compounded by memory and storage shortages that are proving more severe than anticipated in the previous forecast cycle.

The positive Q1 YoY growth

> was largely the product of pull-forward demand, as both consumer and commercial buyers accelerated purchases ahead of anticipated price increases and limited product availability.

The idea that only nerds care about the cost of things is... absurd.