PC Shipments Slip as Memory Costs Break Recovery Streak

EE Times Asia says the global PC industry lost shipment momentum after a recovery that began in the first quarter of 2025. The compact payload points to rising component costs, with memory singled out as a key pressure. For RamTrend, this is a direct client-memory demand and pricing signal. Higher DRAM and storage costs can pressure PC makers in two ways: they raise bill-of-material costs and can also weaken end demand if vendors pass those costs into retail pricing. The result may be weaker unit shipments even while memory suppliers retain pricing power because AI and server demand are absorbing capacity elsewhere.