日本PC厂商正因记忆体晶片成本飙升而准备调涨售价，背后原因是产业产能与投资正转向毛利更高的AI伺服器用零组件。MouseComputer在宣布1月起涨价后，因订单暴增而于12月23日至1月4日暂停官网销售。夏普旗下Dynabook也表示DRAM涨幅已超过内部降本可吸收范围，正评估调价。

记忆体在整机成本中占比不低：DRAM与以NAND为基础的SSD合计约占成品PC成本的30%，加上日圆贬值使日本品牌的零组件成本更吃紧。DDR4 8Gb DRAM现货价约14.10美元，较去年底上涨886%；10-12月期的合约批发价较7-9月期上升约80%。DRAM市场约90%由三星、SK海力士与美光掌握，三者正把产能转向高频宽记忆体（HBM），并缩减或停止DDR4生产，进一步加剧供给紧张。

NAND同样走升：10-12月期TLC NAND批发价约为256GB 46.60美元、512GB 87.40美元，较7-9月期约高40%。供应商与大客户更偏向资料中心与企业市场以追求获利，可能压缩PC端供给；全球PC市场方面，联想、惠普、戴尔在第三季合计约占60%市占，其后续定价动向成为关注焦点。分析人士预期PC为维持获利可能需要再涨10%至20%，并可能外溢到如iPhone等其他产品的定价策略。

Japanese PC makers are preparing price hikes as memory chip costs surge, driven by an industry pivot toward higher-margin AI-server components. MouseComputer paused online sales from Dec. 23 to Jan. 4 after announcing January increases, citing demand that exceeded expectations. Dynabook says DRAM hikes have outpaced internal cost-cutting and is weighing higher prices.

Memory is a large share of PC costs: DRAM and NAND-based SSDs are about 30% of a finished PC, and yen weakness adds pressure for Japanese brands. Spot DDR4 8Gb DRAM is about $14.10, up 886% from end-2024; Oct–Dec contract prices rose ~80% vs Jul–Sep. Samsung, SK hynix, and Micron control ~90% of DRAM and are shifting capacity to high-bandwidth memory, scaling back DDR4.

NAND is rising too: Oct–Dec bulk TLC NAND is about $46.60 (256GB) and $87.40 (512GB), roughly 40% higher than Jul–Sep. Major suppliers are prioritizing data-center profitability, tightening PC supply, while global giants (Lenovo, HP, Dell) hold ~60% of the Q3 PC market, making their pricing moves pivotal. Analysts expect sustained PC price hikes of 10%–20%, with spillovers to products like iPhones.