Dell and Lenovo are preparing to raise the prices of their servers and personal computers (PCs) by up to 15–20%, according to sources cited by TrendForce.
The Impact of Memory Shortages and AI Demand
This price hike is reportedly due to a shortage of DRAM memory and the growing demand driven by artificial intelligence (AI). The rise of AI technology has accelerated the increase in prices for several key components, including memory and solid-state drives (SSDs).
Data centers, which have access to almost unlimited funding, are buying up much of the global supply of memory and storage. This situation affects not only DRAM but also NAND and even traditional hard drives.
Jeff Clarke, COO of Dell, stated that he has never seen memory chip costs rise so quickly. This buying frenzy is shifting production toward AI customers who offer higher profit margins, leading to shortages for retailers and general consumers.
Companies like Micron have had to redirect their memory production to meet this growing AI-driven demand.
Expected Price Increases from Major PC Brands
Dell is expected to implement a 15–20% increase as early as this month. Lenovo, meanwhile, has already warned its customers of upcoming price rises starting in 2026.
Reports indicate that Dell, Lenovo, HP, and HPE are all planning increases of around 15% for servers and 5% for PCs. This trend is forcing major tech companies to adjust their product strategies for the coming year.
