Lenovo Treads Cautiously Amid DRAM Abundance and GPU Price Spikes

Lenovo, following Xiaomi’s recent move, announced that it has accumulated sufficient DRAM reserves to last through the entire year of 2026. This suggests that there should not be any memory shortages affecting the production of PCs and laptops. Created by Grok Notably, while Xiaomi has already warned of price increases, Lenovo intends to at least try not to pass on the costs to consumers. The company aims to maintain sales momentum, which is unlikely if prices rise significantly. However, considering analysts’ projections for the coming year, it is possible that even with adequate memory reserves, Lenovo will still have to raise prices. Today, we’ve heard that AMD’s graphics card prices will rise by at least 10%. According to a recent statement from the PowerColor head, this will occur at the end of the year.

Lenovo’s strategy to stockpile DRAM is a calculated move in a market currently experiencing varied dynamics. The tech industry has noted increased volatility in DRAM prices, exacerbated by geopolitical tensions and fluctuating demand cycles. For companies like Lenovo, this accumulation serves as a buffer against potential supply chain disruptions, ensuring consistency in manufacturing output.

However, Lenovo faces challenges beyond DRAM availability. The anticipated price hikes in AMD’s GPUs signal a broader trend of rising component costs that could impact Lenovo’s product pricing strategies. As consumers brace for these increases, Lenovo’s commitment to absorbing costs internally will test its balance between maintaining competitive pricing and sustaining profit margins.

Looking ahead, the potential impact of Lenovo and Xiaomi’s strategy to accumulate DRAM stocks could pave the way for more controlled manufacturing and distribution processes throughout 2026. By safeguarding against shortages, these companies are better positioned to respond to consumer demand without disruptive price shifts. Analysts will be watching how these dynamics unfold, particularly as the industry adapts to the evolving landscape of component pricing and availability.