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.

2026-10-25

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.