RAM represented about 15 to 18 percent of PC costs last quarter, HP said.

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HP Inc. CFO Karen Parkhill revealed that RAM now accounts for roughly 35% of HP PCs' bill of materials, up from 15–18% last quarter, as memory costs have increased approximately 100% sequentially. HP expects the PC total addressable market to decline by double digits this calendar year due to higher prices dampening demand. The company has raised PC prices in response and anticipates the RAM shortage's financial impact to worsen in the second half of its fiscal year, with volatility expected to persist into fiscal 2027.

RAM now represents 35 percent of bill of materials for HP PCs

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