A very grim picture is being painted over the consumer PC space as Lenovo is now claiming that memory price increases will become the new norm. According to the latest report from Wall Street News China, Lenovo stated at ISC 2026 that the upward trajectory for memory prices has just begun, meaning that these increases will become a standard expectation. This is disappointing news for the majority of PC enthusiasts who were hoping for stabilization in DRAM and NAND Flash pricing, as these increases are pushing the cost of consumer electronics beyond previous levels of affordability.

Lenovo, one of the largest PC OEMs, frequently conducts channel checks with its DRAM and NAND Flash suppliers. The company is adept at projecting demand, allowing it to understand where the demand and supply ratio is heading. According to the company's analysis, even though Samsung, SK hynix, and Micron are accelerating the construction of new semiconductor fabs to expand capacity, this is simply not enough to meet demand. It is unclear whether this means that the new capacity coming online is insufficient or if the current capacity projections are inadequate. Either way, Lenovo projects that shortages of DRAM and NAND Flash will last longer than originally anticipated.