Lenovo has issued a warning to its business partners and distributors: device prices will see a significant increase starting in March.
The reason behind this decision is the rising cost of memory components, including both DRAM and NAND Flash (SSD).
Rising Memory Costs Behind the Decision
The massive growth of artificial intelligence has led semiconductor manufacturers to prioritize the production of high-performance memory for data centers and AI servers. This shift in production capacity has left the general consumer market with limited supply, pushing costs higher and affecting not only users but also manufacturers like Lenovo.
Wade McFarland, Head of Channels at Lenovo North America, announced in a letter that the company is forced to adjust product configurations in its IDG (Intelligent Devices Group, such as laptops and tablets) and ISG (Infrastructure Solutions Group, including servers) divisions.
Lenovo recommends that partners place orders before the end of February, as prices will increase in March. However, there is an important clause. Any order placed in February that is not shipped before March 31, 2026, will be subject to a mandatory price review. This creates extra pressure for partners, since it is not enough to order early — the stock must also be ready for immediate shipment.
Experts suggest that current prices could be the lowest we will see over the next 12 months. Forecasts indicate that the memory shortage may continue until 2028.
