Lenovo Warns AI Demand May Keep DRAM and NAND Prices Elevated for Years

Reporting from ISC 2026 indicates that Lenovo expects the memory market to stay structurally tighter than it was a year earlier. The company’s position is that expanding AI infrastructure is consuming wafer capacity that might otherwise ease DRAM and NAND supply, even as more manufacturing comes online later in the decade. The reported view aligns with broader warnings from major memory suppliers that shortages and firm pricing could persist well beyond 2026. The article also highlights how server buyers are facing a larger memory bill as platforms add more channels and require higher installed capacity to deliver full bandwidth. In that environment, high-bandwidth memory and GPU-centric system designs can become more attractive because they reduce pressure on conventional system DRAM. For RamTrend readers, the key takeaway is that enterprise and AI demand remain the main force supporting higher memory prices. If this supply-demand balance holds, buyers should not expect a quick return to the low pricing cycle seen before the current shortage.