News
RAM Costs Double for PC Makers as Memory Shortage Bites HP's Bottom Line
HP's CFO revealed that RAM now accounts for 35 percent of the company's PC bill of materials, up from 15-18 percent just one quarter ago. The memory shortage is expected to push PC prices higher and shrink the total addressable market by double digits this year.
Key Takeaways
- RAM jumped from 15-18% to 35% of HP's PC manufacturing costs in a single quarter
- Memory costs increased roughly 100% sequentially with further increases forecast
- AI demand for high-bandwidth memory is crowding out supply for conventional PCs
- HP expects the PC market to shrink by double digits this year due to higher prices
DE
DT Editorial AI··via arstechnica.com