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

As 2026 gets underway, the PC sector is already feeling the shockwaves amid tight memory supply. CRN reports that Lenovo’s North America channel chief warned partners that select commercial client devices are set for price hikes in early March, fueled by the persistent global memory chip shortage.

CRN reports that in a February 2 letter to partners, Wade McFarland, Lenovo’s North America channel head, urged partners to place orders as soon as possible—specifically through distributors by Wednesday, Feb. 25—to beat next month’s pricing update.

Notably, the deadline gives distributors until Feb. 28 to submit orders, the report notes, adding that any orders received by then but not shipped by March 31 will be repriced, CRN suggests.

The ongoing AI-driven data center boom has sharply pushed up DRAM and NAND prices across the industry, forcing OEMs to alert partners to upcoming hardware price hikes and revised ordering terms, as highlighted by the report. As reported by TechRadar in late 2025, major OEMs—including Dell, Lenovo, HP, and HPE—are set to implement significant price hikes, with server costs projected to jump around 15% and PC prices expected to climb roughly 5%.

If confirmed, Lenovo’s latest move could indicate that even the PC giant’s ample inventory isn’t enough to fully shield customers from price hikes. Bloomberg previously reported that the world’s largest PC maker is holding component stocks roughly 50% above normal. Citing CFO Winston Cheng, Bloomberg noted that while Lenovo has enough memory chips to last the full year, it plans to balance pricing with availability throughout 2026.

In line with Lenovo’s warning of upcoming price hikes, TrendForce projected in early February that PC DRAM is set to see the steepest price surge among all applications, with blended DDR4 and DDR5 prices expected to jump 105–110% in Q1 2026, outpacing server DRAM, which is forecast to rise 88–93%.

Read more

• [News] Top PC Maker, Likely HP or Lenovo, Reportedly Locks in Memory Supply following Supplier Visits
• [Exclusive] Memory Crunch Hits PCs: Dell Hikes Prices 15-20% Mid-December, Lenovo from January 2026

(Photo credit: Lenovo)