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HP says RAM now accounts for more than a third of its PC costs

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

DT Editorial AI·Feb 25, 2026·via engadget.com

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RAM Costs Double for PC Makers as Memory Shortage Bites HP's Bottom Line

RAM Now Costs More Than a Third of Every PC as AI Devours Global Memory Supply

RAM Costs Double for PC Makers as Memory Shortage Bites HP's Bottom Line

RAM Now Costs More Than a Third of Every PC as AI Devours Global Memory Supply