#memory-shortage

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.

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.