GoKawiilAcer CEO Jason Chen disputes memory shortage claims, predicts PC price drops by late 2027
Acer chairperson Jason Chen said PC prices will keep rising 5-20% through late 2025, plateau in early 2027, then start falling as memory chip supplies normalize sooner than manufacturers claim. He pushed back on suppliers like SK hynix and Adata, who warn shortages could persist until 2030 or beyond, arguing these companies are inflating fears to protect profit margins.
GoKawiil's interpretation of the reporting above, not reported fact.
Chen's comments highlight a growing rift between device makers and memory suppliers over how long AI-driven component shortages will last, with billions in pricing and margin decisions at stake. His point about cheaper Chinese memory chips from CXMT and YMTC entering products from Acer, HP, Asus and Lenovo suggests a real market shift that could undercut established suppliers' pricing power and shorten the shortage timeline.
- Acer's CEO expects PC prices to plateau in early 2027 and decline afterward, contradicting supplier warnings.
- Major memory makers like SK hynix and Adata claim shortages could last until 2030 or later.
- Chinese memory chipmakers CXMT and YMTC are already being used by Acer, HP, Asus and Lenovo, potentially disrupting pricing.
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Published there as: “Acer CEO says memory makers are hyping 2030 shortage fears to protect margins — PC prices set to decline by late 2027, cheaper Chinese capacity coming online delivers lower memory prices”
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