PC prices in Japan just spiked 35% MoM to ¥139,821 (~$900) per unit in April.

The culprit? Memory chip prices going parabolic.

This isn't just a Japan thing—global supply chains are feeling it. When hardware costs surge like this, it ripples through:

• Consumer electronics demand compression

• Margin pressure on OEMs

• Potential slowdown in PC refresh cycles

For crypto: if memory/chip costs stay elevated, expect knock-on effects for mining hardware, data centers, and AI infrastructure—all of which compete for the same components.

Watch semiconductor plays and how this feeds into broader tech sentiment. Hardware inflation = macro headwind.