Industry Newsdramddr5dellsupply chain
PC Makers Raise Prices Amid Memory Shortage
9.0
Major PC makers Dell and Lenovo are raising laptop and desktop prices in late 2025 and early 2026 as DRAM and SSD costs surge. Dell plans increases up to 20% from mid-December 2025, while Lenovo will void quotes starting January 1, 2026; analysts cite DDR5 and memory spikes as high as 170% driven by AI server demand. These moves may push buyers toward lower-spec models or delay purchases.
Key Points
- 1Announce price increases up to 20% for PCs, effective Dec 2025–Jan 2026.
- 2Shift production to AI-focused DRAM/HBM causes DDR5 prices to spike as much as 170%.
- 3Force PC makers to pass costs to customers, reducing specs or raising entry-level prices.
Scoring Rationale
High industry impact and actionable vendor moves, limited by being a market update rather than technological breakthrough.
Sources
Public references used for this report.
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