Lenovo warns of PC shipment pressure as memory shortage intensifies
Lenovo warned today that a worsening memory chip shortage is pressuring shipments despite beating revenue expectations. The firm is now pivoting to AI to offset costs.
Insights:
Lenovo Group Limited announced on February 12, 2026, that a worsening memory-chip shortage is creating mounting pressure on PC shipments. The company, which is the world's largest PC maker and is headquartered in China 
CN, attributed the shortage to surging demand driven by artificial intelligence. This warning was issued alongside third-quarter results that showed revenue increased by 18% while net profit fell by 21%.
CN, attributed the shortage to surging demand driven by artificial intelligence. This warning was issued alongside third-quarter results that showed revenue increased by 18% while net profit fell by 21%.
