Find XO: Memory prices won't come down again: Lenovo's view on a 5-year structural change (zdnet.co.kr)

- At ISC 2026, Lenovo firmly stated that DRAM and NAND prices will not return to previous levels for over five years. - As Samsung, SK Hynix, and Micron focus production on HBM and server DRAM, general-purpose memory is drying up, and even when new fabs start in 2028, the baseline is expected to remain high. - For hardware products, instead of waiting for price normalization, consider whether they can sell with high memory prices as a given, or provide the same value with less memory.