The CEO of HPE stated during a conference call that the current upward trend in component and memory prices is expected to continue until 2027.

This assessment is based on the structural pressures in the global supply chain and the long-term demand growth driven by digital transformation. Semiconductor shortages, rising logistics costs, and geopolitical factors have collectively pushed up the procurement costs of core components, while the rapid development of technologies such as cloud services and artificial intelligence has further intensified the supply-demand imbalance for memory products. Management pointed out that enterprises need to cope with cost pressures by optimizing inventory strategies and adjusting product structures, while also passing some of the costs on to end customers.