"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 including Dell, Lenovo, HP, and HPE are planning price increases of around 15 percent for servers and 5 percent for PCs, according to channel sources. "I believe the hikes are coming from everyone," said a contact at a major reseller who requested anonymity."
"Dell COO Jeff Clarke called the memory shortages "unprecedented" during a recent earnings call [ PDF], noting that the problem extends beyond DRAM to NAND, hard drives, and leading-edge semiconductor nodes. "We have not seen costs move at the rate that we've seen," Clarke said. "Demand is way ahead of supply." A Dell spokesperson did not deny plans to increase prices, saying the company takes "targeted pricing action when necessary" while maintaining supply continuity."
Major manufacturers including Dell, Lenovo, HP, and HPE plan price increases of roughly 15 percent for servers and 5 percent for PCs due to soaring memory component costs. Memory shortages extend beyond DRAM to NAND, hard drives, and leading-edge semiconductor nodes, with demand far outstripping supply. Analysts estimate DRAM prices could rise between 8 and 13 percent, while some forecasts predict steeper increases. Micron will discontinue the Crucial consumer brand to concentrate on large AI-system customers. HP characterizes the increased cost of memory as a temporary headwind that primarily impacts PCs and plans to reconfigure solutions to optimize offerings.
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