Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

Digitimes
By Jingyue HsiaoMay 13, 2026, 11:50 pm100 pts
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better…

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