Overview
- Industry trackers and channel sources say server prices will jump about 15% this month, with PCs up roughly single digits to 15–20% depending on vendor.
- Lenovo has warned customers that all current quotes expire January 1, 2026, while Dell is preparing near‑term increases as soon as mid‑December.
- Micron has exited its Crucial consumer brand to prioritize larger AI clients, underscoring the shift of DRAM and NAND supply away from retail.
- Dell’s Jeff Clarke called the cost surge “unprecedented,” citing shortages spanning DRAM, NAND and even hard drives as demand outstrips supply.
- Wall Street is recalibrating forecasts, with Goldman Sachs lifting Micron revenue and earnings estimates on expectations of sustained stronger memory pricing.