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)
ThinkingNews Desk · how this was written
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.
Written from all 3 reports below, not from any single one.
How it was reported
- TechMeme·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's PC bill of materials now has memory accounting for 35% of the cost. This is up from 15-18% in the previous quarter. Memory's share is expected to rise through 2026.
- Ars Technica·RAM now represents 35 percent of bill of materials for HP PCs
RAM now accounts for 35% of HP PCs' bill of materials. Memory costs have increased 100% sequentially. HP expects further increases in memory costs this fiscal year.
- Engadget·HP says RAM now accounts for more than a third of its PC costs
HP reports that RAM now accounts for over a third of its PC costs. This significant portion of expenses is likely due to increasing memory demands. Rising RAM costs impact HP's PC production.
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