> Lenovo has begun notifying clients of coming price hikes, with adjustments set to take effect in early 2026.. Dell is expected to raise prices by at least 15-20%, with the increase potentially taking effect as soon as mid-December.. Dell COO Jeff Clarke warned that he’s “never seen memory-chip costs rise this fast,” .. Lenovo [cited] two key factors: an intensifying memory shortage and the rapid integration of AI technologies.. TrendForce has downgraded its 2026 notebook shipment forecast from an initial 1.7% YoY growth to a 2.4% YoY decline.

https://hanchouhsu.substack.com/p/overview-of-the-memory-mar...

> The full-year price increase for Samsung’s storage products supplied to Apple in 2026 has been finalized, with DRAM prices rising by 53% and NAND prices rising by 52%. Earlier rumors suggesting an 80% full-year increase for DRAM were inaccurate.. Apple negotiated the prices down to the aforementioned levels and signed long-term agreements (LTAs).. Kioxia also signed a similar agreement with Apple, with price increases consistent with Samsung’s.