Dell, HP, and other tech companies are warning of possible memory chip shortages in 2026 as demand for AI infrastructure rises.

Companies like Lenovo and Xiaomi are stockpiling chips ahead of projected price hikes, and Counterpoint Research expects memory module prices to rise by 50% through Q2 2026.

Dell’s COO Jeff Clarke said the company is seeing tighter supplies and rising costs across DRAM and NAND flash, while HP CEO Enrique Lores said the firm plans to increase prices where needed and secure more suppliers.

SK Hynix, Samsung Electronics, and Micron have reported surging demand and tight inventories, with SK Hynix selling out its 2026 supply.

China’s SMIC warned shortages could limit electronics and car production next year.

Apple and Lenovo said their market positions help manage supply risks, but both are monitoring ongoing cost pressures.

🔗 Source: Bloomberg

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