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RAM now represents 35 percent of bill of materials for HP PCs
(arstechnica.com)
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this post was submitted on 25 Feb 2026
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There's no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
That's exactly why they can alienate them. The PC manufacturers don't really have many vendors to choose from.
For now. Would you risk a long-standing relationship with your most important customers for a temporary boost in income?
Wouldn't be the first time. They got caught in a huge price-fixing scandal just about a decade back and nothing changed.
And again, where are the customers going to go? There's only so much capacity and no one's building new plants.
so far
Foolish in the long term, but quite effective in the short term.
I don't disagree, but it seems their priorities are not on long term stability.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don't, because today's management class is vastly incompetent.