BUZZ-Dell and Lenovo plan price hikes amid rising memory costs, TrendForce says

Reuters
2025/12/05
BUZZ-<a href="https://laohu8.com/S/DELL">Dell</a> and Lenovo plan price hikes amid rising memory costs, TrendForce says

** PC-maker Dell DELL.N plans to raise prices by roughly 15% to 20%, potentially starting mid-December, says market-research firm TrendForce

** China's Lenovo 0992.HK has told customers that all current quotes expire January 1, and prices will increase after that - TrendForce

** DELL shares slip in early trading

** "We're in a very unique time. It's unprecedented. We have not seen costs move at the rate we've seen" - Dell COO Jeff Clarke said late last month

** A global shortage of memory chips is forcing AI and consumer electronics companies to fight for scant supplies

** TrendForce says higher memory costs are inflating manufacturing costs, pushing brands to raise retail prices, which is weakening demand

** As a result, TrendForce cut its 2026 notebook shipment forecast from 1.7% YoY growth to a 2.4% YoY decline

(Reporting by Anhata Rooprai in Bengaluru)

((Anhata.Rooprai@thomsonreuters.com))

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