Lenovo had remained relatively calm when RAM prices started rising sharply at the end of 2025, claiming it had planned ahead by building a large stock of memory to keep prices stable. Even then, the company warned that 2026 could bring serious challenges.
Now Lenovo’s tone has become more urgent. The company is advising partners and customers to place orders as soon as possible in order to secure current prices, which are expected to rise significantly in the coming months.
This warning is aimed at both business partners and end customers, as Lenovo expects a sharp increase in costs driven by the rapid expansion of artificial intelligence infrastructure.
Current Hardware Prices Will Be The Lowest For The Next 6 To 12 Months
Ryan McCurdy, President of Lenovo USA, has urged customers to move forward with their purchases now, stating that today’s prices are likely the most competitive they will see for the next 6 to 12 months. He placed special emphasis on companies with critical infrastructure that may need upgrades or expansions in the short to medium term.
The current crisis affecting RAM, along with related components such as GPUs and SSDs, is being driven by massive demand from data centers and AI hardware. The market is shifting heavily toward these systems, but production capacity is not keeping up with present or future demand.
Beyond rising prices, Lenovo is also warning about growing hardware shortages. Components are disappearing from inventories at a very fast pace, making availability just as serious a concern as cost increases.
This lack of physical hardware could put many companies in a difficult position, especially those that delay purchasing decisions.
The outlook does not appear positive in the short or medium term. Current forecasts suggest that RAM and SSD shortages may continue until 2028, while limited availability of other PC components is expected to last at least throughout 2026.
