industry

Corsair’s gaming hardware sales fall ~9% despite pricier DDR5 RAM and higher profit

Q2 2026 gaming component and system revenue fell about 9% year‑over‑year while gross profit rose 17%. Memory sales have increased, but revenue from other component products dropped sharply. Corsair buys memory modules from Samsung, SK hynix, Micron and CXMT rather than manufacturing them, and higher component prices are boosting memory margins while raising input costs across its systems and peripherals. Elevated component costs are suppressing upgrades and new builds among cost‑sensitive consumers, reducing demand for the Gaming Components and Systems segment even as enthusiast builders remain relatively less price‑sensitive.

• Q2 2026 gaming component and system revenue declined roughly 9% year‑over‑year while gross profit increased about 17%.
• Memory revenue rose in the quarter, but revenue from other component products fell significantly.
• Corsair sources modules from Samsung, SK hynix, Micron and CXMT instead of manufacturing RAM; higher module prices increase memory product margins but also raise component costs for its systems and peripherals.
• Elevated component costs are making upgrades and new builds harder for cost‑sensitive consumers, weakening overall demand for Corsair’s Gaming Components and Systems segment, though the company’s enthusiast builder base is less price‑sensitive.