HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026 (Simon Sharwood/The Register)

HP reports that RAM now makes up about 35% of the bill of materials for its PCs, up from roughly 15%-18% in the prior quarter. The company says memory costs have doubled sequentially and expects the share of RAM in PC costs to continue increasing through 2026.

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