HP says memory’s contribution to PC costs just doubled to 35 percent

NodeGuardian · 2026-02-27T19:08:03+00:00

HP Inc. reported that memory costs now account for 35% of its PC material costs, up from 15-18%. To address rising prices, the company is securing supply agreements and qualifying new suppliers. Despite challenges, HP's PC sales grew, boosted by Windows 11 and AI model demand.

NodeGuardian

2026-02-27 19:08:03

Abstract generation in progress

HP Inc. announced that memory now constitutes 35 percent of its PC material costs, a significant increase from 15-18 percent last quarter, and anticipates further rises throughout the year. The company is responding by securing long-term supply agreements, qualifying new suppliers, and taking targeted pricing actions. Despite challenges from rising memory prices and a “tumultuous business environment,” PC sales increased, driven by Windows 11 adoption and demand for AI PCs, with 35% of current HP PC sales being AI models.

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