“In the near term, we expect Windows 10 end-of-service to be a tailwind, and we remain positive on the long-term outlook for PC TAM returning to plus or minus 300 million units.”

Source: https://www.crn.com/news/components-peripherals/intel-ceo-gelsinger-ai-industry-leading-manufacturing-process-to-drive-the-future

So sometimes that inflation can impact the end-of-service cost, and that's something CAM has to deal with.

Source: https://seekingalpha.com/article/4581810-air-transport-services-group-inc-atsg-q4-2022-earnings-call-transcript?source=feed_all_articles