Woofun AI reports that Lenovo warned at the ISC 2026 conference that DRAM and NAND flash memory prices have entered a structural upward cycle unlikely to revert to early 2025 levels. The company stated this price surge represents the "new normal" for 2030 and beyond.

Lenovo noted that despite capacity expansions by Samsung, SK Hynix, and Micron, supply remains insufficient to bridge the demand gap. Micron explicitly cited an inability to meet market needs, a sentiment echoed by peers, indicating persistent shortages. This trend, accelerating from late 2025, is expected to drive higher costs for PCs, smartphones, and gaming consoles over the next decade.