Lenovo's official has spoken about the state of the PC supply chain, revealing that channel partners and consumers should secure hardware with the utmost urgency.
Lenovo's VP Says that "Pricing Sensitivity" With the AI Buildout Is High, Making Current Prices the Most Attractive
Well, 2026 isn't a great year for gamers at all, considering the shortages we are seeing across multiple component segments, and, more importantly, there isn't a clear direction for consumers. Given that many of us are involved in the usual 'upgrade cycle', there is uncertainity about how the PC market will evolve moving forward, or whether there could be a slowdown in waves of price hikes. However, Lenovo's North America President, Ryan McCurdy, has interesting comments on the supply chain, urging them to get their hardware upgrades as soon as possible.
If the infrastructure is critical in the next three, six, 12 months, and the pricing sensitivity is high, then we get into a scenario where we’re acting quickly because essentially the current stock that is at our distributors and at our partners [has] some of the most attractive product pricing that will exist for the next six to 12 months.
- Lenovo's NA President via CRN
The report by CRN also mentions an anonymous US system integrator who claims that hardware availability is disappearing at a rate never seen before, saying that, in the long run, availability will become a much greater concern than pricing. It is also recommended for consumers waiting on their hardware purchases; now might be the best time, given that the PC industry is changing dramatically, mainly influenced by what NVIDIA's CEO calls the "world's largest infrastructure buildout".
In our previous reports, we have delved into how CPUs, GPUs, DRAM, NAND, and related products are driving extensive price hikes and shortages. Given that a manufacturer as large as Lenovo is urging buyers to make purchases, it is implied that the PC industry downturn will continue for several quarters. More importantly, DRAM shortages alone aren't expected to ease by at least 2027, and a similar situation holds for NAND as well.
PC components are already on a massive price rise, and for gamers, it is a matter of the resources they have at hand to decide whether an upgrade or purchase today would be a worthwhile decision.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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