Sean(@sean_________):DRAM/NAND pricing pressure should pick-up the next 2-3 quarters To date, $DELL supply chain has deftly managed the sharp increases in both DRAM and NAND and pressure across other components as well. However, the impact of the rising costs are expected to be more severe in the second half of calendar 2026 into the first calendar quarter of calendar 2027. While the rate of change moderates beyond C1Q:27, we do not expect a decline in prices further impacting PC, server, and storage margins for longer.

2026.05.29 10:24

DRAM/NAND pricing pressure should pick-up the next 2-3 quarters To date, $DELL supply chain has deftly managed the sharp increases in both DRAM and NAND and pressure across other components as well. However, the impact of the rising costs are expected to be more severe in the second half of calendar 2026 into the first calendar quarter of calendar 2027. While the rate of change moderates beyond C1Q:27, we do not expect a decline in prices further impacting PC, server, and storage margins for longer.

Sean@sean_________

2026.05.22 11:25

$DELL upside at Wells Fargo/Evercore: Traditional Servers - Agentic Driven Upcycle: With $INTC & $AMD recently noting very strong server CPU demand, expect Dell to report another strong double-digit growth qtr. in trad. server demand. Resilient demand and higher ASPs support upside to revenue and gross profit dollar estimates, even as memory-related cost pressure weighs on margins. The key debate remains whether demand can hold up in H2 as additional price increases are passed through.