AI Memory Crunch Drives Double-Digit PC Price Surge Across Europe
AI内存短缺推动欧洲PC价格两位数上涨
The European PC market is experiencing a sharp rise in prices as a global memory shortage pushes up manufacturing costs. According to analyst firm Context, average notebook prices increased 11.4% year-over-year, while desktop prices rose 10.5% during the first six weeks of the second quarter of 2026.
由于全球内存供应紧张，欧洲个人电脑市场价格大幅上涨。市场研究机构Context数据显示，2026年第二季度前六周，欧洲笔记本电脑平均售价同比上涨11.4%，台式机平均售价上涨10.5%。
The primary cause is a shortage of DRAM and NAND memory chips. Major memory manufacturers are increasingly allocating production capacity to high-bandwidth memory (HBM) used in AI servers, where profit margins are significantly higher. As a result, the cost of memory components has reportedly increased more than fourfold over the past year.
此次涨价的主要原因是DRAM和NAND闪存芯片短缺。内存制造商正将更多产能转向利润更高的AI服务器高带宽内存（HBM）。受此影响，内存芯片价格在过去12个月中上涨超过四倍。
Despite falling demand, revenues have continued to grow due to higher selling prices. Laptop unit sales declined 3%, and desktop shipments fell 7%, yet revenues rose 12% for notebooks and 2% for desktops. Analysts attribute this to both rising prices and a growing preference for premium devices.
尽管需求下降，厂商收入仍然增长。笔记本销量下降3%，台式机销量下降7%，但笔记本收入增长12%，台式机收入增长2%。这主要得益于产品售价提高以及市场向高端机型转移。
Industry experts expect memory-related cost pressures to continue through the rest of 2026 and potentially into 2027. The ongoing expansion of AI data centers is driving unprecedented demand for advanced memory chips, limiting supplies available for traditional PCs.
业内预计，内存供应压力将在2026年剩余时间内持续，并可能延续至2027年。随着AI数据中心建设热潮不断扩大，对先进内存芯片的需求持续攀升，进一步挤压传统PC市场的供应。
The memory crunch is also influencing consumer behavior. As new PC prices continue climbing, the secondhand laptop market has gained momentum, offering a more affordable alternative for buyers facing higher costs.
随着新电脑价格持续攀升，二手笔记本市场也逐渐走向主流，成为预算有限消费者的重要选择。
