US EditionLenovo Stockpiling PC Memory Due to ‘Unprecedented’ AI Squeeze
- Lenovo Group is stockpiling memory and other critical components due to a supply crunch linked to artificial intelligence, as stated by Chief Financial Officer Winston Cheng.
- Lenovo's inventories are about 50% higher than usual, according to Winston Cheng's comments.
- Semiconductor Manufacturing International warned that a memory shortage could impact production in 2026, affecting consumer electronics.
- Xiaomi has predicted that this supply shortfall will increase mobile device prices in 2026.
11 Articles
11 Articles
The growing search for components for artificial intelligence servers (IA) is diverting the production of memory for the final consumer. The result is a rise in vertical prices that is already being made...
The world's largest PC manufacturer Lenovo is currently trying to fill its stocks of important components for the construction of computer systems under high pressure. The background is of course the strong price increase in storage and the products equipped with it as a result of the AI boom. (Continue reading)
Lenovo stockpiles RAM as prices skyrocket, reportedly has enough inventory to last through 2026 — memory stock claimed to be 50% higher than usual to fight pricing shock
Lenovo is preparing for the RAM pricing apocalypse and has already stockpiled loads of DRAM memory for its products. The company has so much inventory, in fact, that it has enough memory to last all through 2026.
Coverage Details
Bias Distribution
- 75% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
