"Exploding memory prices are pushing corporate buyers to fast-track PC purchases before costs climb further. DRAM and NAND have already soared 80 to 90 percent since the final quarter of 2025, as The Register recently reported, and further bill shocks are forecast as the year progresses. PC makers are starting to witness this dynamic. Lenovo today reported revenue of $15.8 billion for its Intelligent Devices Group (IDG), up 14 percent year-on-year, with PC revenues within that up 18 percent."
"The memory supply shortage and the rising cost situation is "unprecedented," said Lenovo chief Yang Yuanqing, speaking on an analyst call to discuss its earnings. "DRAM cost increased by 40 to 50 percent last quarter, but the current quarter versus last quarter almost doubled again, even with the contract price. So this structural imbalance between supply and demand is not simply a short-term fluctuation. It's likely to have a prolonged impact on the industry throughout this year," he stated."
DRAM and NAND prices have surged dramatically since late 2025, driving buyers to move PC purchases forward to avoid higher future costs. PC vendors are seeing revenue gains as corporate customers accelerate procurement; Lenovo reported $15.8 billion for its Intelligent Devices Group and an 18% increase in PC revenue. Lenovo described the supply shortage and rising memory costs as unprecedented, with DRAM costs jumping steeply across consecutive quarters and creating a protracted supply-demand imbalance. Higher component costs may reduce unit shipments later in 2026, but higher device pricing and a shift toward premium AI PCs should support overall PC revenue growth. Resellers such as CDW expect stronger hardware sales in early 2026 as buyers pull purchases forward.
Read at Theregister
Unable to calculate read time
Collection
[
|
...
]