SMRTR TechFeb 25, 2026Engadget

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

SMRTR summary

AI infrastructure demand has caused RAM costs to surge dramatically, with HP reporting that memory now represents 35 percent of PC costs, up from just 15-18 percent last quarter. The company plans price increases to offset these expenses while seeking new suppliers and alternative sourcing options.

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