Dell warns PC customers of price increases amid rising memory costs: report
Dec. 05, 2025 11:53 AM ET
By: Chris Ciaccia, SA News Editor
- Dell Technologies ( DELL) has warned PC customers that it could raise prices between significantly, amid rising costs for memory, Trendforce reported.
- The price increases could be between 15% and 20% and could hit as soon as the middle of this month, the news outlet added, citing industry sources.
- Dell did not immediately respond to a request for comment from Seeking Alpha.
- Memory chips, which are widely assumed to account for as much as 15% to 18% of a PC cost, have been in strong demand for months, amid the continued artificial intelligence boom. HP Enterprise ( HPE) said this week that its memory costs have risen, though management expressed confidence that it will be able to pass off the price increases to consumers.
- Micron ( MU), one of the largest memory suppliers, said this week that it will end its Crucial consumer business as part of its ongoing portfolio transformation to align its business to “secular, profitable growth vectors in memory and storage.”
- Separately, Citi upped its price targets on Seagate ( STX) and Western Digital ( WDC) this week, citing “sustained” momentum in storage.
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