Acer CEO Says PC Prices Could Fall by 2027, Accuses Rivals of Milking the RAM Shortage for Profit
Chen says AI-driven RAM shortages will keep PC prices up 5% to 20% before easing as cheaper Chinese supply enters the market.
- Acer CEO Jason Chen recently told DigiTimes that PC price hikes related to RAM shortages may begin reversing by late 2027, offering a more optimistic timeline than other industry leaders.
- Since last year, explosive demand from AI data center construction has swallowed supply and quintupled DRAM prices, forcing hardware makers to raise costs for devices relying on large RAM pools.
- Chen accuses rival CEOs of overshooting estimates to maintain high profit margins, countering forecasts from Micron CEO Sanjay Mehrotra, Hynix CEO Kwak Noh-Jung, and Adata's Chen Li-bai that shortages will persist until at least 2030.
- PC prices will rise 5% to 20% later this year, peaking in the first half of 2027 before costs finally start easing.
- Supply for most RAM and SSD types has caught up, though shortages persist for high-end parts like DDR5 and Nvidia CPUs, as Apple weighs sourcing from Chinese manufacturer CXMT.
18 Articles
18 Articles
24/7 Wall St.
BizTocTech Exec Says China Is About to Burst the Memory Chip Pricing Bubble
Jason Chen, the chairman of Taiwanese PC maker Acer, walked into a room of reporters this month and said out loud what almost nobody on the supply side of the memory chip business will admit: the shortage story is a story. “How could it stay short forever? Chinese capacity keeps coming onto the market. The […]
Acer CEO Predicts PC Price Relief in Late 2027 as Memory Glut Looms
Acer CEO Jason Chen predicts PC prices will rise 5-20% into early 2027 before peaking and declining in the second half as memory supply improves. He disputes memory makers' warnings of shortages until 2030, citing ample standard DRAM and upcoming Chinese capacity. Analysts remain cautious about significant relief before 2028.
Acer CEO Says Memory Shortage Has Ended, Forecasts 2027 Price Decline as CXMT Ramps Output
Jason Chen, chairman and CEO of Taiwanese PC maker Acer, said memory chip prices will begin reversing in the second half of 2027, according to United Daily News, dismissing forecasts from major suppliers that shortages will persist for years [1]. Chen also said PC prices will still rise between 5% and 20% toward the end of this year, plateau in the first half of 2027, and then decline [1]. Chen said only high-end DDR5 parts such as LPDDR5X-9600 …
Acer CEO says PC prices could fall by 2027, accuses rivals of milking the RAM shortage for profit
Acer CEO Jason Chen recently told DigiTimes that PC price hikes related to RAM shortages might begin to reverse by late 2027. The statement counters earlier claims from other memory manufacturer CEOs that the situation would continue until at least 2030.Read Entire Article
Acer CEO predicts PC prices will start falling by the end of 2027, differing from RAM manufacturers who call scarcity until 2030.|Jason Chen accused memory manufacturers of deliberately blowing the issue of scarcity long enough to keep profit margins high. The influx of cheap RAM supplies from China such as CXMT is projected to ease the surge in global PC prices.
Coverage Details
Bias Distribution
- 60% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
