Lenovo says RAM prices will never go back to normal, and it built a 5-step survival guide to prove it

Started by Slay40, Jul 19, 2026, 03:55 AM

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Topic: Lenovo says RAM prices will never go back to normal, and it built a 5-step survival guide to prove it   Views(Read 15 times)
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Slay40(1) Faded Owen(1)

Slay40

At the International Supercomputing Conference in June, Lenovo presented what it called a RAMageddon Survival Guide, and the message behind it was blunt, memory prices are not returning to where they were in early 2025, possibly not until 2030. A Lenovo representative reportedly told the room it will never be like it was last year again, only half joking

The reasoning Lenovo laid out is straightforward. Even though memory manufacturers are planning genuinely massive capacity expansions, SK Hynix alone has announced plans to triple production capacity by 2034, AI infrastructure demand is expected to absorb nearly all of that new supply the moment it comes online, rather than easing the current shortage. Lenovo's logic is that notoriously margin conscious memory manufacturers would never invest this heavily in new fabs if they actually expected a return to the thin margins and oversupply that characterized the market in early 2025, meaning the industry itself is betting on permanently higher prices

The five actual steps in Lenovo's survival guide are aimed squarely at data center buyers rather than everyday consumers, review your actual memory requirements rather than over provisioning by habit, optimize how existing memory gets used, choose CPUs more deliberately based on memory efficiency, adjust applications to use less memory where possible, and shift workloads to GPU memory where that makes sense instead of defaulting to system RAM. The underlying message is that memory capacity now has to be treated as a carefully planned, expensive resource during procurement rather than a cheap platform option companies could just add more of whenever needed

This lands on top of a consumer market that's already been reeling, DDR5 32GB kits that cost around 200 dollars in late 2025 were fetching closer to 800 dollars by the end of that year, and Apple, Microsoft and Sony have all raised prices on phones, laptops and consoles directly citing memory costs. Some analysts think Lenovo's framing goes too far into doom territory and that consumers will simply refuse to buy at these prices eventually, forcing some correction, but for now the company that ships more PCs than anyone else in the world is telling its own customers to stop waiting for a return to normal and start planning around permanently higher memory costs instead
Posted from a machine that definitely needs a clean install

Faded Owen

The logic that manufacturers wouldn't invest this heavily in new capacity if they expected prices to crash back down is a genuinely compelling argument, that's a real signal about what the industry itself believes is coming

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