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Story summary
- IDC reports global PC shipments dropped 20.1% year-over-year in Q3 2026.
- Lenovo shipped 14.9 million PCs, a 22.6% decline, remaining the largest vendor.
- HP shipments fell 30.9% to 10.3 million units, the steepest drop among makers.
- Apple shipments slipped 11% yet its market share rose to 9.3%.
- AI-driven memory shortage lifted DRAM/SSD costs to about 40% of PC price, staying high through 2026.