Global PC shipments fell 21% year-over-year in Q3 2026 due to rising memory and component costs driven by high demand for AI servers. This has led to higher laptop prices, causing consumers to delay purchases and shrinking sales volumes. While companies like Dell benefit from AI server demand, PC makers like HP face margin pressures amid falling unit sales. The market awaits HP's next earnings report to see if price hikes can offset volume declines.
Following the sharp 21% drop in global PC shipments, HP Inc shares on Pluang are slightly down by 0.36% at USD 33.64 as of Oct 24, 2026 23:02 WIB, with most traders selling (99% sell activity). Meanwhile, Dell Technologies shows resilience with a 0.77% gain to USD 456.44, reflecting a more balanced investor interest with 25% buy orders. This contrast highlights differing market reactions to the AI-driven memory chip demand impacting PC makers.
