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Lenovo warns memory price hikes will become the norm

TechPowerUp News •
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At ISC 2026, Lenovo warned that rising memory costs will become a permanent feature of the consumer PC market. The company’s channel checks with DRAM and NAND Flash suppliers show price pressure beginning in late 2025 and accelerating onward. Enthusiasts hoping for a price dip now face a landscape where component costs are likely to stay high. It threatens upgrade cycles and mid‑range device sales.

Lenovo’s analysis cites insufficient new fab capacity from Samsung, SK hynix and Micron to match surging demand. Even as the three firms expand production, the added output falls short of projected needs, extending DRAM and NAND shortages beyond earlier forecasts. Manufacturers cite lead times and raw material costs as additional constraints. The firm projects the upward price trend to persist through 2030 and possibly later.

Consumers building DIY rigs or buying pre‑built laptops should expect higher bills for memory modules and SSDs, squeezing margins on budget systems. OEMs may pass costs to shoppers, reshaping pricing tiers across the segment. Lenovo’s forecast signals that affordable PCs could remain scarce until memory supply catches up with demand.