Overview
- Lenovo CFO Xueiming Zheng told Bloomberg the company has lifted component inventory to about 50% above normal levels to secure DRAM.
- Bloomberg reported the squeeze could push up consumer electronics prices, but Lenovo says it will try not to pass higher costs to buyers.
- Chairman and CEO Yang Yuanqing said last week the memory shortage and price increases are likely to persist through next year.
- Lenovo says long‑term contracts with key suppliers should ensure sufficient memory supply across 2026 fiscal periods.
- Digitimes reported Lenovo is leveraging ties with Samsung for priority allocation in China as PC makers compete for DRAM quotas, with Asus executives also visiting Samsung.