Overview
- Lenovo is advising customers to purchase systems and components immediately, warning prices could jump within six months and availability is already slipping, with partners reporting sold‑out GPU servers.
- TrendForce projects first‑quarter contract prices will surge by about 90%–95% for DRAM and 55%–60% for NAND, signaling a sharp near‑term escalation in costs for PCs and phones.
- Manufacturers are diverting capacity to HBM for AI workloads, and DRAM supply remains concentrated among Samsung, SK hynix and Micron, which has exited its Crucial consumer business to prioritize data‑center buyers.
- Acer says it is evaluating multiple smaller and new suppliers to bypass the big three, with reports indicating OEMs such as Acer, HP and Dell are testing Chinese memory makers including CXMT and YMTC.
- Financial markets are splitting as memory producers rally to record valuations while consumer electronics names weaken, with firms like Nintendo, Qualcomm and Logitech citing pressure from rising memory costs.