The RAM crisis is Apple's best chance in decades to capture the PC market

The global RAM shortage is reshaping the PC industry, and Apple is uniquely positioned to benefit thanks to its unified memory architecture and tight hardware–software integration. The MacBook Neo demonstrates how Apple can deliver strong performance with just 8GB of RAM, while Windows OEMs struggle with rising component costs, Microsoft’s 16GB Copilot+ requirements, and thinner profit margins. As RAM prices surge up to 50 percent and may continue rising through 2030, competitors like ASUS, HP and Lenovo face higher production costs that Apple can absorb more easily. Analysts argue that Apple now has a rare opportunity to expand its PC market share by maintaining or even lowering Mac prices while rivals are forced to raise theirs.

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