The component crisis fueled by the AI boom appears to be poisoning supply chains faster than initially imagined. Things were predicted to get worse by 2026, but we're already seeing signs for the future with new reports from TrendForce, citing major price hikes planned across the industry by all companies, including Dell and Lenovo.
The two largest global personal computer manufacturers will adjust retail prices across their entire product lines starting next year.
TrendForce, citing several reliable sources, revealed that Lenovo has notified customers about the upcoming price increase. The adjustments by the world's largest computer manufacturer are expected to take effect in early 2026.
Personal computer manufacturers are preparing to raise prices due to a shortage of memory chips and a sudden surge in prices.
The demand for memory for AI servers has skyrocketed, driving up DRAM prices and impacting the rest of the technology market. Not only smartphones, but desktops and laptops are also poised for a price surge in the near future.
Accordingly, the company stated that all current pricing will expire on January 1, 2026. The two main reasons cited in the price adjustment announcement are the increasingly severe memory shortage and the rapid integration of AI technologies.
According to Lenovo, on the one hand, global supply chain tensions are causing memory costs to skyrocket, impacting hardware prices in general. At the same time, the race by businesses to deploy AI applications is driving unprecedented demand for high-performance systems, further exacerbating supply shortages and driving prices up.
Therefore, the company recommends that customers place their orders as early as possible to ensure they can purchase the goods at the current price and avoid incurring additional costs due to price adjustments.
Meanwhile, there are also reports that Dell, the world's third-largest computer manufacturer, is increasing prices by at least 15-20% for its personal computer products. The new prices could take effect as early as mid-December.
The AI craze is causing users to spend more on PCs.
According to Statista statistics, Lenovo and Dell's market shares in the personal computer market in 2024 were 25.5% and 16.1%, respectively. Therefore, this price adjustment could have a significant impact, enough to trigger a wave of price increases across the entire market.
Earlier, in late November, Bloomberg reported that Dell CEO Jeff Clarke warned that he "had never seen memory chip prices rise so quickly," causing production costs to increase across all product lines.
Chosun Biz reports that PC manufacturers are facing increasing pressure as prices of crucial DRAM components, including DDR5, have risen by 70% year-on-year, with some components even soaring by as much as 170%.
The report further states that leading global companies such as Lenovo, HP, and Dell, along with Samsung Electronics and LG Electronics, are reviewing their 2026 product roadmaps, including AI PCs and tablets.
According to Asia Business Daily, HP CEO Enrique Lores warned that the second half of 2026 will be particularly challenging and prices could rise if necessary. He noted that memory chips account for approximately 15–18% of the cost of a typical PC.
A recent report by TrendForce indicates that fluctuating memory prices are significantly increasing the cost of materials (BOM) in the consumer electronics sector, forcing brands to raise retail prices and reducing market demand.
Therefore, TrendForce lowered its 2026 laptop sales forecast from an initial growth of 1.7% to a 2.4% year-on-year decline.
Source: https://khoahocdoisong.vn/lenovo-va-dell-dong-loat-tang-gia-nguoi-dung-sap-don-bao-post2149074553.html
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