Dell CEO Warns of Intensifying Global Memory Shortage
- Michael Dell predicts AI data-center demand will cause significant DRAM and high-bandwidth memory deficits through 2027.
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Dell CEO Warns of Intensifying Global Memory Shortage · Chinese OEMs Recycle Old DRAM for New Smartphones · Dell Raises Shipping Prices for High-End Monitors
Chinese OEMs Recycle Old DRAM for New Smartphones
- Smartphone manufacturers are repurposing memory modules from older devices to meet production targets and manage rising component costs.
Dell Raises Shipping Prices for High-End Monitors
- Dell is increasing shipping fees for mid-range and premium monitors by 3% to 5% this October to offset rising logistical costs.
Notebook Shipments May Decline Through 2027
- TrendForce warns that rising component costs and supply chain shifts could trigger a significant drop in global notebook shipments by 2027.