News: 0180193521

  ARM Give a man a fire and he's warm for a day, but set fire to him and he's warm for the rest of his life (Terry Pratchett, Jingo)

Lenovo Stockpiling PC Memory Due To 'Unprecedented' AI Squeeze (bloomberg.com)

(Monday November 24, 2025 @11:41AM (msmash) from the desperate-times-call-for-desperate-measures dept.)


Lenovo is stockpiling memory and other critical components to navigate a supply crunch brought on by the boom in AI. From a report:

> The world's biggest PC maker is holding on to component inventories that are [1]roughly 50% higher than usual ,

[2]non-paywalled source

Chief Financial Officer Winston Cheng told Bloomberg TV on Monday. The frenzy to build and fill AI data centers with advanced hardware is raising prices for producers of consumer electronics, but Lenovo also sees opportunity in this to capitalize on its stockpile.



[1] https://www.bloomberg.com/news/articles/2025-11-24/lenovo-stockpiling-pc-memory-due-to-unprecedented-ai-squeeze

[2] https://www.digitimes.com/news/a20251124PD242/lenovo-pc-inventory-price-2025.html


Remember when Apple Memory used to be expensive (Score:2)

by tlhIngan ( 30335 )

I remember the days when it was Apple that screwed over consumers when you wanted more memory. Nowadays even $500 to go from 32GB to 64GB of RAM is cheap.

It's rather ridiculous. And if you bought RAM 2 weeks ago, it's probably doubled in price today.

At this point in time it might be better to just invest in RAM - buying now and then waiting a couple of weeks and selling it.

Re: (Score:2)

by Luckyo ( 1726890 )

Wait until you remind yourself of intel and its RDRAM adventure in pentium 4 generation.

"Stockpiling"? Maybe, I guess... (Score:3)

by kenh ( 9056 )

I don't think a 50% bump in the on-hand inventory is real a dramatic increase. If Lenovo used to keep 30 days on memory in-stock and now they have 45 days in-stock, that's not such a big deal in my opinion - when I hear Mfg "stockpiling" parts, they are making significant investments like one supplier I work with, they heard a particular part required for their current product was being discontinued, so they ordered a 12 month supply to carry then until they can engineer a new product with a different part - that is what I think of when I hear someone is "stockpiling" a component.

Re: (Score:2)

by Luckyo ( 1726890 )

It's not really, but it adds to the squeeze in the moment, as 50% momentary increased ingestion of specific component type by a large demand generator on the market already squeezed by rapid dislocation of relationship between supply on demand dislocates the point of balance further.

Thrashing is just virtual crashing.