TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server ...
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Server prices set to jump 15% as memory costs spike
Exclusive Server and PC prices are climbing sharply as hardware manufacturers grapple with soaring memory component costs, multiple supply chain sources have told The Register.… Major manufacturers ...
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. This price hike is reportedly due to a ...
Analyst firm IDC says that major PC makers are warning of 2026 PC price increases of as much as 20 percent, thanks to ongoing ...
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings ...
Computer buyers may soon have to dig deeper into their pockets. A growing shortage of memory components is pushing PC makers ...
I recommend Dell Technologies Inc. as a Buy with a $153 price target, driven by strong AI server demand and commercial PC growth. Dell's Infrastructure Solutions Group is experiencing robust revenue ...
NAND Flash demand is increasingly polarized between consumer and AI apps, with enterprise SSDs becoming largest segment; ...
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