Lenovo Says The 'RAMageddon' Is The New Normal, Outlines Survival Guide
Arthur T Knackerbracket writes:
At ISC 2026 An Exec Said 'It Will Never Be Like It Was Last Year'
Lenovo's broader message is that the economics of the memory industry have fundamentally changed:
That comes to us by way of our German friends over at ComputerBase, who note that "never" was said with a smirk, thus implying that it wasn't meant to be taken literally. Instead, the message from Lenovo is that memory prices were unusually low in early 2025, and it will be a long time before we see comparatively low prices on RAM, flash memory, and other components, as the #1 worldwide PC OEM expects AI demand to continue growing.
The report points to SK hynix's recently announced plans to triple its memory production capacity by 2034 as supporting evidence. Lenovo's reasoning is straightforward: the notoriously profit-hungry memory manufacturers would be unlikely to invest so heavily in expanding production if they expected a return to the razor-thin margins and oversupply that characterized parts of the market in early 2025.
In case you needed extra evidence for its argument, Lenovo also suggested that memory capacity itself is becoming an increasingly important consideration when designing and purchasing servers. While vendors have traditionally advertised the maximum supported memory capacity of new platforms, actually populating those DIMM slots has become far more expensive. New dual-socket servers are on the way next year with 16 memory channels per processor, meaning that even a relatively modest configuration can require around 1 TB of installed memory to fully utilize the available bandwidth.
Even companies that traditionally wield enormous purchasing power are feeling the squeeze. Apple reportedly has sought permission from the U.S. government to source DRAM from Chinese memory maker CXMT, a Pentagon-blacklisted company, illustrating just how valuable additional memory supply has become as prices continue to climb. At the same time, memory vendors are enjoying some of the strongest pricing power (and profit margins) they've seen in years, giving them little incentive to accelerate a return to the boom-and-bust pricing cycles that once defined the DRAM market.
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