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The Silicon Squeeze: HP and the Global PC Margin Crisis
HP Warns Trade Rules and Memory Costs Will Pressure FY2026 Outlook
What happened
HP ($HPQ) said US trade regulations and rising memory chip costs are expected to weigh on its fiscal 2026 outlook, with management guiding toward the low end of its prior EPS range and calling out ongoing volatility in DRAM and NAND pricing. HP also flagged a likely double-digit decline in PC shipments, and the stock dropped in after-hours trading after the update.
Why this matters for traders
This is a clean “margin squeeze” setup for PC and device OEMs:
1. Memory prices rise (DRAM and NAND) → bill-of-materials…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.