News Summary

Dell and Lenovo are set to increase the prices of their PCs and servers due to significant shortages in DRAM and SSD supplies. The demand for memory in artificial intelligence infrastructure has led to a constrained supply of conventional PC DRAM, driving up prices by 15 to 20%. As a result, Dell plans to raise prices on its desktops and notebooks by mid-December 2025, while Lenovo will follow suit in January 2026. The shortages are causing ripple effects throughout the PC supply chain, with potential price hikes of up to 50% on new laptops and desktops by 2026. The impact is particularly pronounced for high-density RAM machines, including gaming rigs and creative workstations. Server markets are also under pressure, with anticipated double-digit price increases globally, affecting businesses shifting to cloud services and AI infrastructure.