… "The Middle East conflict has injected a fresh layer of volatility into a fragile computing devices market, straining global logistics through a double-edged sword of rising energy costs and freight spikes," said IDC Devices senior research analyst Isaac Ngatia. …
… Lenovo, HP, and Dell et al are prioritizing production to higher-margin devices as lower-margin kit has less room to absorb rising costs. …
… Microsoft – which recently reported a 60 percent jump in profits – is pointing the finger at component prices. "Due to recent increases in memory and component costs, Surface is updating pricing on Microsoft.com for its current-generation hardware portfolio," a spokesperson told The Register . …