TrendForce: Finished-product inventory piles up; some PC OEMs adjust 2027 memory procurement strategies.

Zhitong Finance APP has learned that according to the latest memory industry research by TrendForce, memory prices have been rising for more than a year, and cost pressures on the consumer electronics industry are increasing day by day. Among them, notebook shipments are estimated to decline significantly quarter-on-quarter starting from the third quarter of 2026. PC OEMs are facing the dual challenges of weak sales and high finished-product inventory. Some manufacturers have planned to adjust their memory procurement scale for the fourth quarter of 2026 or even the first quarter of 2027, and may expand the shipment proportion of OEM-branded models.