More recently, according to the central consultation trendforce, computer manufacturers such as zine, dale and others have planned to raise the price, which is likely to take effect by mid-month this month, as a result of continued high memory prices。
On 5 december, an in-house source revealed to the commonwealth advisory board that the consortium had begun to inform its clients of an imminent price increase. In a circular, the consortium wishes to remind the client that all current offers and prices will expire on 1 january 2026 and that the adjustment measures are expected to enter into force in early 2026。
In response to reasons for price adjustment, it was argued that, on the one hand, tensions in global supply chains led to a sharp increase in memory costs, which in turn affected overall hardware pricing. At the same time, the competing deployment of ai applications by enterprises has generated unprecedented demand for high performance systems, further exacerbating supply constraints and pushing up prices. It therefore recommends that bills be placed as soon as possible in order to lock the current price and avoid additional costs arising from price adjustments。
No exceptions, and another manufacturer, dell, did not hold. Dale also issued early warning of price increases to clients, which are expected to increase by at least 15 to 20 per cent, with an increase likely to take effect as early as mid-december. In addition, there are rumours in the market that the united states pc giant hewlett-packard will also increase product pricing in the near future. At present, there is no further information on the increase in hewlett-packard prices。
Dell and hewlett-packard management had acknowledged at previous financial conference calls that pc sales had been affected by the cost escalation of storage chips。
Among them, jeff clarke, chief operator of dale, warned that he had “never seen the cost of storage chips rise so fast” and warned that the cost of all product lines was rising. The chief executive officer of hewlett-packard, enrique lores, also indicated that the company was responding by introducing more storage chip suppliers, reducing memory configurations in products that were not sensitive to customer needs and even increasing the price of products, if necessary。
On 8 december, the phoenix network finance institute sent an official guest service to icsu, dale and hewlett-packard. Of these, dale and hewlett-packard officially acknowledged cost pressures but were uncertain about the magnitude of the price increases. I'm not sure if i'm going to pay for this。
According to recent studies published by the commonwealth advisory office, in the third quarter of 2025 there was a 30. 9 per cent increase in the collection of the dram industrial camp, amounting to $41. 4 billion. Moreover, the memory boom is unlikely to cool in the short term. The agency estimates that the dram contract price will increase by 45-50 per cent quarterly and the price of all dram products, including hbm, will increase by 50-55 per cent in the fourth quarter。
It is generally accepted that the current cycle is largely due to the complex situation facing the global market for storage chips. As the demand for high-performance storage in ai surged, triple-star storage chip production shifted to advanced memory products such as high-bandwidth memory (hbm), resulting in a tightening of the widely used supply of general storage on mobile phones, computers and servers, and triggered panic purchases by some clients, pushing prices up。
Significant increases in upstream supply chain costs have affected downstream consumer electronics。
According to the commonwealth consultation, the global consumer electronic market in 2026 may face serious challenges. Increases in memory prices have significantly increased bom costs for consumer electronics, forcing branders to raise retail prices, thus discouraging market demand. The agency's estimate of global laptop production in 2026 was therefore reduced by 2. 4 per cent from a 1. 7 per cent annual increase。
The korean daily news recently reported that pc manufacturers are facing increasing profit pressures, as the price of key dram components, including ddr5, has increased by 70 per cent over the same period and some parts have increased by even 170 per cent. Businesses such as think, hewlett-packard and dale, as well as samsung and lg electronics, are reportedly currently re-engineering their 2026 product road map, covering products such as ai pc peaceboard computers。
