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Microsoft raised the licensing fees for the Windows operating system that computer manufacturers pay by between 7% and 10% last July, which could lead to a roughly 5% increase in computer prices during the current quarter. This comes amid rising costs for key components such as memory and processors due to high demand linked to artificial intelligence, with prices of these components increasing by up to 30% compared to the last quarter of the previous year. Although most consumers have not yet noticed the impact of the licensing fee increase, these hikes add to the cost burden on the market, which is experiencing a 4% decline in computer shipments in the second quarter of 2026 due to the upward pressure on prices reducing demand.
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