PC Makers Turn to Enterprise Buyers and Secure Memory Supply Through 2027

Major PC makers are shifting their focus toward enterprise customers as rising memory prices weigh on consumer demand. A report cited by Wccftech says Lenovo, HP and Dell are rebalancing their businesses after their consumer PC sales fell.

The report says PC brands received only 70–80% of their DRAM and SSD supply. They are also securing memory through long-term agreements that extend through 2027.

The shift comes as investment in AI infrastructure has driven up demand for memory, according to the report. Higher prices have made PCs less affordable for consumers, who are delaying upgrades, the source says.

The report presents enterprise sales and longer-term memory supply agreements as a response to weaker consumer demand and constrained component supply. It does not specify the terms of the agreements or provide sales figures.