Acer CEO says memory makers are hyping 2030 shortage fears to protect margins
4 hours ago
- Acer CEO Jason Chen expects PC component prices to decline by late 2027, following years of AI-driven increases.
- He claims memory suppliers are exaggerating shortage fears to maintain high profit margins.
- Chen argues that shortages are limited to specific high-end components like LPDDR5X-9600 and niche Nvidia chips.
- Chinese memory manufacturers (e.g., CXMT, YMTC) offering cheaper alternatives are expected to disrupt the market.
- PC prices will likely rise 5-20% by end of 2026, plateau in early 2027, then decrease as supply normalizes.