> 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.

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ndiddy 2 days ago | parent [-]

Dell now charges more for RAM than Apple for some models: https://forums.macrumors.com/threads/apple-now-beats-dell-at...

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Bayart 2 days ago | parent [-]

The margins on memory for Apple were so absurd that they should have more ability to eat up the costs, if they wanted to. I'm assuming they would, to the extent that they're a device company more so than a service company yet.

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jsheard 2 days ago | parent [-]

I don't think Apple ever adjusts the price of existing products, for better (eating the cost of part shortages) or worse (over-charging for old parts). The real test will be what they do with upcoming products.

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Marsymars 2 days ago | parent [-]

I can't find specific examples, but I'm almost certain they have at some points in the past adjusted pricing of upgrades mid-cycle.

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krasin 2 days ago | parent [-]

Apple raised iPad Pro prices in 2017 by $50 to address NAND memory chips price hikes from the vendors: https://www.cnbc.com/2017/09/13/ipad-pro-price-increase.html

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walterbell a day ago | parent [-]

Apple also raised iPad Pro prices when OLED screens were introduced.

	▲	rowanG077 a day ago \| parent [-]
		That's a new product, not a raise of he existing product as is discussed.