Dell believes the cost of DRAM and solid state disks (SSDs) will jump by 15 to 20 percent in the second half of 2024, and will adjust its prices accordingly to pass on the pain.

"We expect our costs to go up in Q2, all forms of costs, our freight costs, our component costs," vice-chair and chief operating officer (COO) Jeff Clarke disclosed on Thursday during the PC giant's Q1 2025 earnings call, before adding his prediction that "we see a step function in cost in the second half of the year driven primarily by DRAM and SSD."

That change will see DRAM and SSD prices jump, he predicted.

"Every indication – the lack of capital expenditure, low factory utilization and not a lot of wafer starts – are going to lead to less supply than the market demand that will be out there," Clarke explained. Much of that demand will be for AI servers, shipments of which earned Dell $1.7 billion in the quarter – a better than hundred-percent sequential improvement. Such machines need lots of high bandwidth memory, plus internal and external storage – so the laws of supply and demand will kick in and prices will rise.

https://www.theregister.com/2024/05/31/dell_q1_2025/?td=keepreading


time to buy or wait for black friday deals??? guess we are entering the dreaded valley of higher prices until end of year sales...