HPE has direct visibility into memory supply chains in a way that most companies don't. When they say the shortage runs longer than expected, that's not speculation. It's procurement reality. HPE's server segment actually declined 2.7% year over year despite the company being at the center of enterprise AI infrastructure, with memory constraints identified as the reason.
Our goal of shipping all three products in the first half of the year has not changed. But we have work to do to land on concrete pricing and launch dates that we can confidently announce, being mindful of how quickly the circumstances around both of those things can change.
As per the outlet, the price of the ROG Xbox Ally X has gone up from JPY 139,800 ($910) to JPY 169,800 ($1,106) - that's a hike of JPY 30,000, or nearly $200. Asus has not officially announced the price hike, but according to the outlet, the new price is now reflected on the company's official online store in Japan as well as on e-commerce websites of other electronics retailers in the country.
Global PC shipments rose by 9.6% in the fourth quarter of 2025, according to IDC's latest Worldwide Quarterly Personal Computing Device Tracker, however, it is unlikely those increases will continue, due in part to a pending memory shortage that will impact both enterprise and consumer markets. IDC stated in a release that it expects that the PC market will be far different in 12 months, given how quickly the memory situation is evolving.
While the holiday season typically drives stronger demand, the surge in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026,
