RAM now represents 35 percent of bill of materials for HP PCs
Summary
HP's CFO says RAM now constitutes about 35% of HP PC bill of materials, up from roughly 15-18% previously, driven by a memory shortage. The article notes memory costs have surged and HP expects continued volatility, with impacts on PC pricing and demand. HP is addressing the pressures by offering lower-RAM configurations, expanding supplier diversity, and employing AI-driven planning to mitigate supply constraints, while margins remain tied to non-RAM categories like IT services and peripherals.