Memory prices have jumped on AI-driven demand, denting PC demand, Counterpoint
Research says. Global PC shipments in Q3 totaled 57.0 mln units, down 21% YoY
and 13.8% QoQ. Counterpoint says consumers delayed purchases despite replacement
demand and migration to new Windows, causing the volume drop. Vendor detail:
Lenovo shipped 15.0 mln units, down 23% YoY with a 26.3% share; HP shipped 10.3
mln units, down 31% YoY and ranked second.