We knew it was coming, but HP has confirmed that the extraordinary memory crisis is significantly affecting the cost of building its laptops. RAM now accounts for 35% of a laptop's build cost.
"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill in the company's most recent earnings call. Parkhill confirmed that price increases will be coming to combat the price increases.
