Memory Supply Worries Amid PC Market Refresh Initiatives

In this episode of "TBR Talks," Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau discuss how supply chain dynamics are shaping the emerging AI PC market. They explore the reasons behind slower-than-expected AI PC adoption and the shift in memory production capacity. Additionally, the pair looks at how specific companies, including Dell, HP Inc. and Lenovo, are adjusting to current market conditions and delves into the biggest supply chain unknowns for 2026.Listen and learn with TBR Talks!Read the special report Submit your Key Intelligence Questions for Patrick and his guests⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about TBR at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tbri.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Patrick on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Angela on LinkedIn⁠⁠⁠⁠Connect with Ben on LinkedIn ⁠⁠⁠⁠⁠⁠TBR Talks is produced by Technology Business Research, Inc. Edited by Haley DemersMusic by Burty Sounds via PixabayArt by Amanda Hamilton Sy