Lenovo expects high DRAM and NAND memory prices to remain elevated through 2030. The company presented this outlook at the ISC 2026 conference in Germany.
Memory costs began a sharp, sustained upswing in late 2025. Prices are not expected to return to previous levels.
This projection aligns with forecasts from manufacturers Micron and SK hynix. New production capacity scheduled for 2028 will likely fail to reverse the pricing trend.
Sustained costs will pressure Lenovo’s profit margins. Consumers may face higher prices across the company's entire product portfolio.