The component crisis ushered in by the AI boom seems to be poisoning supply chains even faster than first imagined. Things were expected to worsen in 2026, but we're already starting to see a teaser for the future with new industry reports coming from TrendForce, citing major price increases planned across the sector by every single player — including Dell and Lenovo.
Lenovo has reportedly started warning clients of a price hike coming in early 2026 as the DRAM shortage keeps accelerating at an unprecedented rate. All current quotes for servers and PCs are set to expire as soon as 1st January 2026, after which new, severely marked-up prices will be introduced.
