Lenovo warns that RAM and NAND memory prices will not drop for years

Lenovo has put a message on the table that no one who is thinking about building a PC or expanding memory in the coming months will like. The company, one of the largest computer manufacturers in the world, has stated at ISC 2026 that The upward trajectory of RAM and NAND Flash memory prices has only just begunand that these increases are on their way to becoming the new normal for the sector.

The data comes from a Wall Street News China report collected during the event, in which Lenovo presents its vision of where the memory market is headed. And the conclusion is not exactly optimistic for those who expected RAM prices to stabilize.

Why Lenovo has a privileged view of the market

Lenovo is not just any source when it comes to memory. As one of the largest PC manufacturers on the planet, the company constantly performs channel checks with its DRAM and NAND Flash suppliers, allowing it to have a fairly precise view of how the relationship between supply and demand evolves in real time. This privileged position is what supports its forecast on RAM memory prices for the coming years.

According to the company’s analysis, manufacturers such as Samsung, SK hynix and Micron are accelerating the construction of new semiconductor factories to expand their production capacity. The problem, according to Lenovo, is that this effort is not enough to meet current demand.

It is not entirely clear if the origin of the imbalance is that the new capacity that is reaching the market is insufficient, or if it is the capacity projections themselves that have fallen short in the face of consumption that has grown faster than expected. Be that as it may, Lenovo’s conclusion is the same: the shortage of DRAM and NAND Flash is going to last longer than initially anticipated.

A rise that began at the end of 2025 and could last until 2030

Lenovo places the origin of this escalation in the fourth quarter of 2025at which time the first relevant increases in the prices of RAM and NAND memory began to be noticed. According to his own analysis, this trajectory has the potential to remain active for the rest of the decade. The company even talks directly about the year 2030and even later dates, as a horizon in which prices could continue to rise if current manufacturing and supply capacity projections are met.

This puts PC users, and especially those who build their own computers, in a difficult position. If the construction of data centers continues to grow at the current pace and, above all, if it accelerates due to the demand associated with artificial intelligence infrastructures, the chances of RAM memory prices falling significantly in the short term are reduced even further. Lenovo is blunt on this point: there is little hope that PC build enthusiasts will find cheaper DRAM and NAND memory in the near future.

The impact on consumer electronics

The underlying message that Lenovo conveys is that The years of relatively affordable electronics could have come to an endat least for a while.

For any user who is thinking about buying a new computer, expanding the RAM memory of their current computer or renewing their SSD storage, Lenovo’s message adds one more argument in favor of not waiting for prices to drop on their own. If the company’s forecast comes true, anyone who needs memory in the coming months could find themselves in a situation similar to, or even worse than, the current one.

The fact that it is Lenovo, and not an external analyst, who launches this message gives it special weight. The company has no obvious incentive to raise alarm about RAM prices, given that it itself is a massive buyer of DRAM and NAND Flash to manufacture its own equipment. If Lenovo openly acknowledges that it foresees sustained increases, it is reasonable to think that its own production costs are also going to be affected, which could ultimately be reflected in the final price of the computers it sells.

At the moment there is no exact figure on how much RAM prices could rise in the coming months, nor a specific schedule on when the new manufacturing capacity announced by Samsung, SK hynix and Micron will come into operation. The only thing that is clear, according to Lenovo, is that the current upward price trend should not be interpreted as something specific, but as the beginning of a longer than expected period.