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Holiday PC sales are expected to plunge due to memory shortages
We all knew that the steady increase in PC component prices would have an effect on PC sales. Now, the effects are becoming more clear: IDC is predicting that PC sales will fall 20 percent during the fourth quarter of 2026, at the time that they’re usually highest. There’s no secret why: a persistent memory shortage, which encompasses both DRAM as well as the NAND flash memory underlying SSDs. In the latter segment, Counterpoint Research just added another data point: NAND memory revenues
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