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HP Reveals Memory Costs Now Comprise 35% of PC Production Expenses
15 hour ago /
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Author：小编
During the fiscal year 2026 first-quarter earnings call, HP's Chief Financial Officer, Karen Parkhill, disclosed that the share of memory costs in HP's PC components has surged from 15%-18% in the fourth quarter of fiscal year 2025 to a substantial 35%. This increase represents a roughly 100% rise in costs on a quarter-over-quarter basis, with further hikes anticipated throughout fiscal year 2026. The ramifications of the memory shortage are expected to become more pronounced in the latter half of this fiscal year and could potentially extend into fiscal year 2027. Owing to the dampening effect of price hikes on consumer demand, HP's PC segment may witness a double-digit percentage drop in sales this year.
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