Lenovo stockpiling PC memory due to 'unprecedented' AI squeeze


Lenovo said last week that it has enough memory chips for all of 2026 and it can navigate any shortages better than its competitors. — Pixabay

Lenovo Group Ltd is stockpiling memory and other critical components to navigate a supply crunch brought on by the boom in artificial intelligence.

The world’s biggest PC maker is holding on to component inventories that are roughly 50% higher than usual, chief financial officer Winston Cheng told Bloomberg TV on Monday. The frenzy to build and fill AI data centres with advanced hardware is raising prices for producers of consumer electronics, but Lenovo also sees opportunity in this to capitalise on its stockpile.

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