Acer CEO says memory makers are hyping 2030 shortage fears to protect margins
Acer's CEO says memory makers are exaggerating a shortage through 2030 to protect margins, expecting PC prices to fall after 2027.
Acer chairperson and CEO Jason Chen told DigiTimes he expects component prices to start reversing in the second half of 2027. He said only high-end DDR5 parts such as LPDDR5X-9600 and niche CPUs, including Nvidia’s N1 and N1X, are in short supply. PC prices may still rise 5% to 20% by the end of 2026, plateau in the first half of 2027, then decline. That contrasts with SK hynix and Adata warnings of DRAM shortages lasting until 2030 or longer, after memory prices climbed about 500% in 12 months amid AI demand.
- Acer CEO Jason Chen expects component prices to reverse in the second half of 2027.
- He says only high-end DDR5 such as LPDDR5X-9600 and niche Nvidia CPUs are scarce.
- PC prices may still rise 5-20% by year-end, then plateau before declining.
- SK hynix and Adata have warned of multi-year DRAM shortages tied to AI demand.
- Products
- DDR5LPDDR5X-9600N1N1X
From the original article
1 min read at tomshardware.com
Acer chairperson and CEO Jason Chen is expecting that prices for components will start reversing in the latter half of next year. According to DigiTimes , Chen told reporters that only high-end DDR5 parts like LPDDR5X-9600 and niche CPUs like Nvidia’s N1 and N1X chips are in short supply.
By alok-g · tomshardware.com
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