theirfirst pcs. in upgrade their pcs or even buy their first pcs. in the first quarter of 2021, global shipments fell 32% year by year, going up 32% year by year, going up 32% year by year, but now falling 15% year by year. more online streaming, gaming, shopping etc. it s always difficult for the industry to get the timings and the inventory levels right. the second factor, the supply chain disruption caused by the us export bans to china, which is now escalating into critical minerals. losing access to certain markets and having to sort alternative components causes misalignments to supply and demand is at different levels of the supply chain. and third and final, many governments have shifted from prioritising efficiency and globalisation to prioritising supply chain security. everyone