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Acer CEO says memory shortage is over, prices to fall in late 2027

Chen argues memory makers use public statements as price-coordination signal

3 Sep 21 10:33 PM · 2d ago · 1 article · 1 post · 2 sources · development 3 of 3

ZeroHedge analysis notes Chen's assertion that antitrust rules prevent direct coordination, so chip makers use public shortage forecasts as indirect signals to maintain high margins. Chen expects component prices to peak mid-2027 when new manufacturing capacity comes online.

Chen argues memory makers use public statements as price-coordination signal
tomshardware.com

“No. How could it stay short forever? Chinese capacity keeps coming onto the market. The supply shortage problem has already completely disappeared.”

Jason Chen, Acer Chairman and CEO · rss ↗

Jason Chen Acer Chairman and CEOSK Hynix Memory chip makerAdata Memory chip makerCXMT Chinese memory manufacturer

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1Acer CEO challenges memory shortage…2Chen predicts PC price timeline: rise…3Chen argues memory makers use public…
Sep 21Sep 22yesterdaynow · 3:46 AM ET

What was reported 1 claim about this development

  1. 4 outlets "Supply Shortage Problem Has Disappeared": Acer CEO Says Memory Prices To Decline In 2027 As CXMT Starts Mass Production Of New Chip Platform

    first by ZeroHedge, 2d ago · also Tom's Hardware, TechSpot, Mashable

    3 more headlines

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