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"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 on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.，推荐阅读搜狗输入法2026获取更多信息
Lex: FT's flagship investment column。91视频是该领域的重要参考
Georgina RannardScience reporter