The current rampocalypse may be more than a short-run event, as one exec is now projecting its effects to be the new norm rather than the exception. A Lenovo exec speaking at ISC 2026 has indicated that projections regarding memory pricing are showing that price increases for memory components will continue into 2030 and possibly beyond. This counters many claims that the demand brought on by the expanding needs of AI would stabilize by 2028, but it seems that may not be the case. Wall Street China (via TechPowerUp) is painting a grim picture for those who’ve been hoping for prices to drop.
“In the future, all categories of terminals, including PCs and mobile phones, will face continuous price increase pressure, and price increases will ultimately become the “new normal” in 2030 and beyond.”
– Wall Street China
Lenovo showed that despite efforts by manufacturers such as Micron, Samsung, and SK Hynix to bring on more fabs to produce additional memory products, current pricing trends will continue. Lenovo’s data indicates that demand will still exceed supply after the new DRAM/NAND manufacturing facilities are up and running.
This news comes as both Apple and Microsoft have announced that each will be raising prices across the board for various products. Inbound price hikes are expected to be at least $100 more than what is currently found, and further increases could easily happen before the year is out. Microsoft and Sony have practically been in a race with each other since before the end of 2025, in continual price increases on their respective consoles, and more recently, laptop and gaming handheld manufacturers have also been raising their prices as well, but it’s not only consumers who are facing these increased costs, as enterprises are seeing similar trends and challenges.
“Enterprises will not be spared either—the procurement costs of servers and data center infrastructure will rise in tandem with memory prices, further increasing the overall investment threshold for AI and cloud computing infrastructure.”
– Wall Street China