Dell Warns PC Buyers Of 20% Price Hikes

GuruFocus
2025.12.05 19:16
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Dell Technologies warns PC buyers of a potential 15% to 20% price increase due to surging memory costs, driven by high demand for memory chips. This trend affects the entire industry, with HP Enterprise also experiencing rising memory costs. The price hikes may take effect as early as mid-month.

Dell Technologies warns its PC clientele that prices may soon creepy up as memory costs surge across the industry.

According to TrendForce, Dell just told buyers it expect prices to rise sharply by nearly 15% to 20%, potentially taking effect as early as mid-month. The pressure comes on the back of a spike in demand for memory chips, becoming one of the more expensive components in modern PCs.

Memory is expected to form 15% to 18% of a system's total cost, and with AI workloads driving record demand, suppliers have gained the upper hand on pricing.

The trend isn't just isolated to Dell as HP Enterprise also said this week its memory costs are rising at a quick pace, though its management expressed confidence that it can pass those on to customers.