By Gyana Swain
Publication Date: 2026-03-10 06:05:00
HPE Chief Financial Officer Marie Myers said on the call that the company had already begun implementing DRAM-related price increases in November 2025, prior to the formal amendment to the listing terms. HPE has also shortened its quote commitment cycle and is actively steering customers toward lower memory configurations whenever possible. “We are aggressively navigating memory and component cost inflation while protecting our margins and preserving profitability,” Myers said on the call.
A market that is already under severe pressure
The review did not come without warning. Server memory prices have been at a steep upward trajectory from mid-2025, driven by demand from AI data centers that absorb memory supply from conventional enterprise hardware. TrendForce projected in January 2026 that average DRAM prices would increase by 50% to 55% in the first quarter of 2026 compared to the fourth quarter of 2025. Samsung, SK Hynix and Micron have redirected production capacity towards high-bandwidth memories for AI accelerators, leaving…
