Lenovo reacts early to tightening memory supplies driven by aggressive AI demand

Lenovo has confirmed it is stockpiling memory chips and other essential components in response to a tightening global supply chain pushed by artificial intelligence demand.

The company’s leadership described the situation as an unprecedented AI squeeze, with accelerated buying from data center operators and cloud platforms constraining availability.

Lenovo’s inventory levels are now approximately 50% higher than normal, affecting its entire range of devices, including the mini PC segment.

Why the memory market is under ...