Investors likely to key in on memory, spending when Dell reports: Evercore

Evercore flags memory cost inflation, AI server momentum, and PC share gains as key catalysts. Get the outlook and what to ...

The memory shortage is driving up the cost of your next laptop

Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are ...
Silicon Valley

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 ...
The Financial Express

Buying new Dell, HP laptops will cost more: Here’s why you need to pay more

Earlier forecasts from late 2025 suggested 15-20% hikes for laptops and desktops due to the same memory crunch, with some premium segments facing up to 30% increases owing to component costs and ...
Seeking Alpha

Dell's Upside Is Mispriced Despite Memory Costs Headwinds

The going hasn't been that straightforward for investors of Dell Technologies Inc. (DELL) over the past year. While the company is slated to be one of the leading contenders in the AI ...
CRN

Dell Technologies COO Jeff Clarke Says Price Increases Coming As ‘Unprecedented’ Memory Shortage Takes Hold

“We’re going to do everything we can to minimize the impact, but the fact is, the cost basis is going up across all products. No one more unique than others. Everything uses a CPU, has DRAM, and has ...
Ars Technica

Compression Attached Memory Modules may make upgradable laptops a thing again

Of all the PC-related things to come out of CES this year, my favorite wasn’t Nvidia’s graphics cards or AMD’s newest Ryzens or Intel’s iterative processor refreshes or any one of the oddball PC ...