IT之家 1 月 23 日消息，笔记本电脑代工大厂仁宝电脑 (COMPAL) 总经理兼首席执行官 Anthony Peter Bonadero 在昨日旺年会上的媒体活动中表示，相对正常情况下内存占到一台 PC 原料成本的 15~18%，而在当下最高可到将近 40%。
Bonadero 提到，部分客户为避免后续承担更大内存成本压力已在提前生产以储备库存，因此仁宝 2025Q4、2026Q1 两季度的 PC 出货或许会突破传统的季节因素影响，不过从今年二季度开始交付可能放缓。
这位高管补充说，这波内存供应紧张可能延到 2027 乃至 2028 年，不过缺货幅度应该不至于回归五年前的状态；该企业正与三大内存原厂保持密切沟通。PC 产业参与者将通过涨价、改配、降本，多措并举应对当下难关。
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