“扛不住了”！电脑涨价压力太大，联想、戴尔、惠普最新消息

Group 1 - The core viewpoint of the articles highlights a significant surge in storage chip prices, particularly DDR4x, which has increased over four times this year, leading to a "hoarding" phenomenon among distributors while manufacturers face historically low inventory levels [1] - Major PC manufacturers such as Lenovo, Dell, and HP are planning price increases for their products, with expected hikes of up to 20%, due to rising memory chip costs [1] - Lenovo has already notified customers about upcoming price adjustments, with new pricing set to take effect by January 1, 2026, while Dell is considering price increases of at least 15%-20% as early as mid-December [1] Group 2 - Micron has announced the termination of its consumer brand Crucial to focus on data center clients, which have higher profit margins, causing stock prices of related companies like SK Hynix and KIOXIA to rise significantly [2] - The A-share storage chip sector has also seen strong gains, with companies like Shannon Microelectronics and Jiangbo Long rising over 10% [2] - Analysts predict Micron's Q3 revenue will reach $13.2 billion, exceeding Wall Street's expectations of $12.7 billion, with an expected earnings per share of $4.15, higher than the average forecast of $3.84 [4] Group 3 - Reports indicate that major storage manufacturers like SanDisk, Micron, and Samsung are issuing price increase notices, establishing a trend of rising storage prices into Q4 2025, driven by strong demand from AI data center construction [5] - The DRAM market is expected to remain tight due to sustained demand for HBM and high-capacity DDR5, while NAND supply shortages are emerging, further boosting enterprise SSD demand [5] - Overall, the storage industry is in the early stages of a super cycle, with high visibility of shortages expected to last until at least the end of 2026, indicating a positive outlook for the current structural cycle [5]