The PC industry – like many others – is facing a perfect storm that is completely altering manufacturing costs. As revealed by Karen Parkhill, CFO of HP, RAM memory has increased its prices so much that its specific weight in the cost of a PC is now almost unsustainable. Bad business.
35% of what your PC costs you is RAM. According to the directive, RAM memory has gone from representing an acceptable 15–18% of the bill of materials for your PCs and laptops to representing a suffocating 35%. The change is drastic, and has occurred in just one fiscal quarter.
Things will get worse. This increase is due to the fact that according to HP, memory costs have doubled sequentially and have grown by 100% in a few months. Not only that: the company’s forecast is pessimistic, and they expect prices to rise as 2026 progresses.
From more expensive PCs… The direct consequence for users is inevitable: the prices of PCs and laptops are going to rise. Analysts are already warning of increases of between 15% and 20% in the RRP of these devices, and in fact HP has already begun to make changes to its price tags precisely to protect its profit margins in the face of the massive increase in the price of critical components such as DRAM memory and NAND chips in SSD units.
…to capable PCs. But the price is not the only thing that will change. To keep the equipment “affordable”, HP is adopting another strategy that we had already seen in mobile phones: that of “cut specifications.” This means that we will see more low- and mid-range configurations with less RAM than one would expect in 2026. The measure is clearly intended to save costs at the sacrifice of performance.
At the moment they are saving the ballot. At HP they are diversifying their suppliers and cutting back on specifications and extras to compensate for the extra cost of chips. The company is even using AI systems to optimize its planning processes and has halved the time it takes to qualify new materials for agile component changes. The demand for HP PCs is still there: its personal systems division grew 11% in revenue. The company warns, however, that this trend could fall: high prices could cause sales to slow down.
Damn data centers. The big culprit of everything is AI, of course, which is causing most of the production of DRAM memory chips and NAND chips to be destined for the AI accelerators of NVIDIA and other manufacturers and, of course, for the gigantic data centers that are being planned everywhere. In addition, the industry is focusing on HBM memories, which are much more powerful for AI applications but which cause the production of “traditional” memories to suffer.
Hello, 8 GB of RAM in 2026. For many years it seemed that 8 GB of RAM had become the de facto standard in our laptops and many PCs, but a couple of years ago we clearly made the leap to 16 GB. This crisis threatens to take us back to the past and see many “affordable” computers with 8 GB of RAM.
Can we survive with this memory? Most likely yes… if our use of the equipment is relatively modest. The 16 GB really helps a lot now that we have become accustomed to opening a lot of browser tabs and applications in an era where these consume more and more memory. 8 GB seemed like a thing of the past, but we fear that we will have to learn to live with that type of configuration again.
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