HP 表示内存对 PC 成本的贡献刚翻倍至 35%

Source: Slashdot

HP 已披露，内存现在占构建 PC 所需材料成本的 35 %，相比上一季度的 15 %–18 % 有显著提升。公司预计 RAM 的占比将在全年继续上升。

Memory’s Share of PC Costs

• Current share: 35 % of total material costs.
• Previous quarter: 15 %–18 %.

HP’s Response and Strategies

During the Q1 2026 earnings call, interim CEO Bruce Broussard highlighted several actions HP is taking:

• Supply agreements: Secured long‑term supply contracts for the year and qualified new suppliers.
• Strategic inventory: Built strategic inventory positions for key platforms and cut the time to qualify new material in half, accelerating product configuration changes.
• Cost sourcing: Expanded lower‑cost sourcing across the commodity basket, reducing logistics costs through agile end‑to‑end planning processes powered by internal AI initiatives.
• Demand shaping: Configuring products and shaping demand to align supply with customer needs.
• Pricing actions: Implementing targeted pricing measures in close partnership with both channel and direct customers to offset remaining cost impacts.