---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42222040.md"
description: "AI chip shortage drives up upstream costs, squeezing PC manufacturers' profits$Dell Tech(DELL.US) fell 6% intraday, as Dell Technologies bears the pressure of cost restructuring across the entire industry chainAI computing power demand becomes a cost killerChip production capacity is being absorbed by AI chipsDRAM and NAND inventories are critically low, with prices surgingPC manufacturers' procurement costs are rising sharplyApple's official price hike announcement is a signalPrices for the entire PC product line have been raisedIndicates that upstream cost pressure can no longer be absorbed internallyMust be passed on to consumers through price increasesThe dilemma for PC manufacturers like DellLack the brand pricing power of AppleUnable to negotiate price reductions with chip manufacturersForced to bear heavy cost pressure in the mid-range marketProfitability in the consumer electronics end is under severe pressureInstitutional ViewsThe cost pain will persistThe tight supply situation for memory chips cannot be alleviated in the short termThe profit distribution in the PC industry chain is being reshuffledThis is not Dell's problem, but the entire PC industry is ceding profits to upstream chip manufacturersChip pricing power crushes the bargaining power of PC manufacturers"
datetime: "2026-06-26T02:33:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42222040.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42222040.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42222040.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# AI chip shortage drives up upstream costs, squeezi…


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