AI Impact on the PC Market

The personal computer market faces significant challenges as RAM and SSD prices surge due to AI data center demand, leading to prebuilt PC cost increases and supply shortages. Major brands like Asus and Dell are adjusting prices, and Lenovo and HP are stockpiling memory while warning of future price hikes. These conditions coincide with businesses upgrading to Windows 11, risking a stalled refresh cycle. Moreover, the shift in silicon production towards high-performance memory for hyperscalers could result in a long-term impact on PC pricing and availability.

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