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[News] Lenovo Reportedly Signals March Price Hikes on Select Commercial Devices Amid Memory Shortage

What happened

Lenovo notified partners of price hikes for select commercial devices effective early March, citing persistent memory shortages. TrendForce projects PC DRAM prices to surge 105-110% in Q1 2026, the steepest increase across applications. Bullish: Direct OEM price action and firm analyst forecasts confirm upward pressure on memory component costs.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

PC DRAMDRAMNAND
Lenovo GroupDell TechnologiesHP Inc.Hewlett Packard Enterprise
shortageprice-hikeoemmemorysupply-chain

Source and time

Source: TrendForce · 2/23/2026 · View original source

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