"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.
章源钨业:因钨原材料价格持续上涨,2月26日起对焊接机夹刀片产品按新价格执行
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