Business1 hOctober 20, 2026, 14:50

PC Brands Shift to Enterprise Customers as Memory Prices Soar

Lenovo, HP and Dell are rebalancing toward enterprise buyers and locking in long-term memory supply deals through 2027. PC makers received only 70–80% of requested DRAM and SSD volumes in H1, while global PC shipments fell 21% year-over-year in Q3 2026.

Wccftech

Open source

PC Brands Shift to Enterprise Customers as Memory Prices Soar

Global PC shipments fell 21% year-over-year in Q3 2026, with ASPs up double digits
Omdia expects shipments to decline another 7% in 2027
AI PCs reached 48.3% of U.S. shipments in Q2 and should exceed 50% in Q3
Premium PCs above $1,500 grew 36.8% over the same period

#Lenovo#HP#Dell#DRAM

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