GoKawiilAcer's Jason Chen says memory shortage warnings are overstated margin protection
Acer chairperson Jason Chen told reporters he expects component prices to reverse in late 2026, contradicting memory makers like SK hynix and Adata who claim shortages will persist until 2030 or later. He said only high-end DDR5 chips and select Nvidia CPUs face real scarcity, while overall memory and SSD supply is already sufficient. Chen predicted PC prices will keep rising 5-20% through this year before flattening in early 2027 and eventually falling.
Chen's comments suggest major memory suppliers are inflating shortage narratives to justify sustained high margins after a year of extreme price hikes driven by AI demand. His pointed reference to cheaper Chinese memory makers like CXMT and YMTC entering the market signals a potential price war that could undercut established suppliers' pricing power sooner than they've publicly forecast.
- Acer's CEO expects component prices to start falling in the second half of 2026, not 2030.
- He argues shortage claims from firms like SK hynix and Adata mainly serve to protect their profit margins.
- Chinese memory makers CXMT and YMTC are already being used by Acer, HP, Asus and Lenovo, threatening to disrupt pricing.
Crucial 32GB DDR5 Desktop RAM Kit — With memory prices climbing amid the AI-driven shortage discussed in the article, now is a reasonable time to lock in a RAM upgrade before further price hikes hit. A DDR5 kit like this lets you future-proof your PC build while capacity is still available at retail.afeteria.
See Crucial 32GB DDR5 Desktop RAM Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: tomshardware.com — Jowi Morales, 2026-09-21
Published there as: “Acer CEO says memory makers are hyping 2030 shortage fears to protect margins”
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