Skip to content
Tech News
← Back to articles

MacBook Neo vs. Surface: Why spiraling RAM prices are bruising Microsoft's PC business but not Apple's

read original get Apple MacBook Neo → more articles
Why This Matters

Rising memory and SSD costs are significantly impacting the PC industry, leading to substantial price hikes for devices like Microsoft's Surface. While Apple remains relatively unaffected, consumers and businesses face higher costs and potential demand reductions, especially in entry-level segments, as component prices continue to escalate. This trend underscores the growing influence of AI-driven demand on hardware supply chains and pricing strategies.

Key Takeaways

Kyle Kucharski and Kerry Wan/ZDNET

Follow ZDNET: Add us as a preferred source on Google.

ZDNET's key takeaways

Memory and SSD costs could rise 130% by 2026, driving PC prices up.

Surface prices surged as much as 69% in recent months due to those costs.

Rising component prices may shrink PC demand, especially entry-level options.

You think groceries are expensive? Wait until you hear what is happening to the cost of the memory and storage chips inside that PC you were thinking of buying later this year.

According to a recent Gartner report, the combined cost of DRAM and SSDs will increase by 130% by the end of 2026. The culprit, of course, is the insatiable demand for memory and storage from cloud providers building AI-related applications, and chip makers will not be able to catch up with demand for another year or two at least.

Also: 8GB of RAM is enough for a MacBook in 2026 - here's why

Those soaring prices are already having an effect on the PC market, and the effect on Microsoft is especially severe.

... continue reading