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“costs of memory chips and other components & materials continue to rise”
@dnystedt
DRAM cost inflation is structural, and the supplier (Micron) captures the price surge that is squeezing PC OEMs
MULONG@ $1,107.10
$815.31-26.36%
since call Jun 24
“Asustek Computer has hiked PC prices nearly 30% this year in Taiwan, and plans to raise prices again by a single-digit percent in the 3rd quarter as costs of me”
@dnystedt
PC component cost inflation compresses HP's margins and threatens demand destruction as consumer PC prices rise 25-30%
HPQSHORT@ $23.62
$27.62-16.95%
since call Jun 24
peak +1.5%
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