Corsair Says Semiconductor Constraints Weighed on Components Revenue

The company reported revenue of $354.5 million for the quarter, above the midpoint of its guidance, and said gross profit rose 13% year over year to $116.0 million. Adjusted EBITDA increased 58% year over year to $35.8 million, while gross margin expanded to 32.7%. The memory-market signal sits inside the segment commentary: Corsair said stronger Gamer and Creator Peripherals growth was partly offset by softer Gaming Components and Systems demand tied to semiconductor supply constraints and elevated pricing. Because Corsair participates in enthusiast PC components, that commentary points to continued pressure in the PC upgrade channel where memory modules and adjacent components are exposed to higher input costs and weaker demand elasticity.