News
RAM Now Costs More Than a Third of Every PC as AI Devours Global Memory Supply
HP revealed that RAM now accounts for 35 percent of its PC bill of materials, nearly doubling from last quarter's 15-18 percent. The AI-driven memory shortage is forcing price hikes across the industry as chipmakers abandon consumer brands to chase data center profits.
Key Takeaways
- HP says RAM now makes up 35% of PC bill of materials, up from 15-18% last quarter
- AI infrastructure buildout is consuming global memory supply and driving up prices
- Micron has abandoned its consumer brand Crucial to focus entirely on B2B memory sales
- HP plans price increases while seeking new suppliers to diversify sourcing
- 35% of HP's PC sales now come from AI PCs despite mixed consumer demand signals
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DT Editorial AI··via engadget.com