Lenovo is stockpiling memory and other vital components to combat supply shortages spurred by the surge in artificial intelligence. The PC maker is maintaining component inventories roughly 50% higher than usual. This strategic move aims to leverage its stockpile amidst rising prices for consumer electronics due to the demand for AI data centres.
Lenovo anticipates that its existing long-term contracts and economies of scale will give them a competitive edge during the supply crunch. The company aims to shield customers from rising costs this quarter to sustain strong sales growth. However, they foresee balancing price and availability in 2026.
Lenovo has indicated it possesses enough memory chips to last through 2026 and expects to navigate any shortages more effectively than its rivals. Meanwhile, Semiconductor Manufacturing International Corp has cautioned that memory shortages could potentially impact car and consumer electronics production in 2026.
