Late last year, the shortage of storage products became increasingly severe as hyperscale cloud service providers recently increased their spending on artificial intelligence (AI). Regardless of DRAM or NAND flash memory, prices are rising rapidly due to supply shortages. Lenovo, the world's largest PC maker, has said it has stockpiled enough storage products to cope with supply shortages in the coming period, with parts inventory levels 50% higher than usual to adapt to drastic changes in the supply chain.
Even so, Lenovo raised the pricing of its products in January this year.
According to CRN, the head of Lenovo's North American channel issued a warning to partners earlier this month, saying that as DRAM costs rise, prices of some PC products are expected to be raised in March. Lenovo said that the continued construction of AI data centers has led to a shortage of DRAM, which has forced it to continuously adjust terms. This is an unavoidable problem. Lenovo has formulated some very clear policies on how it will receive orders, order pricing, and schedule issues this quarter, and will review them regularly as market conditions change.
In doing so, Lenovo mainly calls on partners to "place orders as soon as possible", and more specifically requires placing orders with distributors before February 25, 2026, in order to try to avoid price updates next month. Lenovo's approach has also been recognized by its partners, who believe that clear guidelines can avoid customers from bearing additional costs to the greatest extent, and also allow distributors to reprice products that are not shipped in time.