US EditionTech Firms From Dell to HP Warn of Memory Chip Squeeze From AI
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8 Articles
East Bay Times
Tech firms from Dell to HP warn of memory chip squeeze from AI
(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand from the buildout of artificial intelligence infrastructure. Consumer electronics makers including Xiaomi Corp. have sounded the alarm about potential price increases, while others including Lenovo Group Ltd. have begun stockpiling memory chips in …
[Digital Daily Reporter Kim Moon-ki] With the surge in investment in AI data centers, a memory shortage is becoming a reality across servers, PCs, and smartphones. Dell, HP, Xiaomi, Lenovo, and others are announcing price increases and specification reductions in 2026. According to industry and multiple foreign media outlets on the 27th (local time), the expansion of artificial intelligence (AI) infrastructure is shaking up the global memory ma…
Lenovo, the world's largest PC maker, has begun stockpiling memory and other components to avoid potential supply problems in 2026 due to the extraordinary situation in semiconductor production, which is increasingly threatened by the artificial intelligence industry with its incredible hunger for additional microchips. According to unofficial information, Japan's Sony is also doing the same. Some analysts, who expect imminent price increases fo…
HP to Raise Prices, Cut Specs Due to Memory Cost Surge
HP says rising memory costs will likely push PC prices higher next year, or force the company to ship systems with less RAM. The warning comes as DDR5 pricing has surged more than 200% in recent weeks due to the ongoing memory shortage. CEO Enrique Lores told investors yesterday during HP's earnings call that HP has enough RAM stockpiled to get through the first half of its fiscal year, which began this month. But starting in May, higher memory …
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