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TechQuiet 27h · day 4

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

Jason Chen dismisses chip makers' long-term shortage forecasts as margin protection, predicts PC prices will decline by the second half of 2027.

newest coverage 1d agosummary written 2d ago10 pieces34 likes & upvotes5 comments Google NewsNewswiresMastodonRedditHacker News

What to know

  • Acer CEO Jason Chen argues memory makers are deliberately hyping long-term shortage forecasts to protect profit margins, calling the narrative false—actual shortages are limited to high-end DDR5 and niche chips.
  • Chen expects PC prices to rise through early 2027, plateau mid-year, then decline in late 2027 as Chinese manufacturers like CXMT bring cheaper capacity online, contradicting SK Hynix and Adata's 2030+ predictions.
  • The timeline hinges on new chip fab capacity coming online and consumer resistance to further price hikes, though Chen admits the exact reversal timing is uncertain.

“A lot of people come and tell us they want to raise prices, and we find it a bit baffling — this needs to go up, too?”

Jason Chen, Acer Chairman and CEO · Tom's Hardware ↗

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

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

How it unfolded 3 developments, newest first · click a bar or a number to jump articlesposts

Peak 2 pieces in one hour at Sep 21, 11 PM; 10 pieces over 4 days (6 articles · 4 posts) Sep 20, 10 AM — 1 piece · 1 article — Google News 1Sep 20, 11 AM — quietSep 20, 12 PM — quietSep 20, 1 PM — quietSep 20, 2 PM — quietSep 20, 3 PM — quietSep 20, 4 PM — quietSep 20, 5 PM — quietSep 20, 6 PM — quietSep 20, 7 PM — quietSep 20, 8 PM — quietSep 20, 9 PM — quietSep 20, 10 PM — quietSep 20, 11 PM — quietSep 21, 12 AM — quietSep 21, 1 AM — quietSep 21, 2 AM — quietSep 21, 3 AM — quietSep 21, 4 AM — quietSep 21, 5 AM — 1 piece · 1 article — Newswires 1Sep 21, 6 AM — quietSep 21, 7 AM — quietSep 21, 8 AM — quietSep 21, 9 AM — quietSep 21, 10 AM — quietSep 21, 11 AM — quietSep 21, 12 PM — quietSep 21, 1 PM — quietSep 21, 2 PM — quietSep 21, 3 PM — quietSep 21, 4 PM — 1 piece · 1 post — Mastodon 1Sep 21, 5 PM — quietSep 21, 6 PM — quietSep 21, 7 PM — quietSep 21, 8 PM — quietSep 21, 9 PM — 1 piece · 1 article — Newswires 1Sep 21, 10 PM — quietSep 21, 11 PM — 2 pieces · 2 articles — Google News 2Sep 22, 12 AM — quietSep 22, 1 AM — quietSep 22, 2 AM — quietSep 22, 3 AM — quietSep 22, 4 AM — quietSep 22, 5 AM — 1 piece · 1 post — Reddit 1Sep 22, 6 AM — quietSep 22, 7 AM — quietSep 22, 8 AM — quietSep 22, 9 AM — quietSep 22, 10 AM — quietSep 22, 11 AM — 1 piece · 1 article — Newswires 1Sep 22, 12 PM — quietSep 22, 1 PM — quietSep 22, 2 PM — quietSep 22, 3 PM — quietSep 22, 4 PM — quietSep 22, 5 PM — quietSep 22, 6 PM — quietSep 22, 7 PM — quietSep 22, 8 PM — quietSep 22, 9 PM — quietSep 22, 10 PM — quietSep 22, 11 PM — 2 pieces · 2 posts — Hacker News 1, Mastodon 1Yesterday, 12 AM — quietYesterday, 1 AM — quietYesterday, 2 AM — quietYesterday, 3 AM — quietYesterday, 4 AM — quietYesterday, 5 AM — quietYesterday, 6 AM — quietYesterday, 7 AM — quietYesterday, 8 AM — quietYesterday, 9 AM — quietYesterday, 10 AM — quietYesterday, 11 AM — quietYesterday, 12 PM — quietYesterday, 1 PM — quietYesterday, 2 PM — quietYesterday, 3 PM — quietYesterday, 4 PM — quietYesterday, 5 PM — quietYesterday, 6 PM — quietYesterday, 7 PM — quietYesterday, 8 PM — quietYesterday, 9 PM — quietYesterday, 10 PM — quietYesterday, 11 PM — quietToday, 12 AM — quietToday, 1 AM — quietToday, 2 AM — quiet 123
Sep 21Sep 22yesterdaynow · 3:44 AM ET
  1. 3

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

    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.

    “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 · source
    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
    • lonseidman@indieweb.social

      Acer's CEO predicts that PC prices will decline by late 2027 as new manufacturing capacity from China stabilizes memory costs. This counters industry claims of long-term shortages and suggests better value is coming for budget hardware buyers. - https://www. tomshardware.com/pc-components…

      lonseidman@indieweb.socialMastodon2d agoview on Mastodon ↗
  2. 2

    Chen predicts PC price timeline: rise until early 2027, then decline by year-end

    Chen stated that PC prices will rise 5–20% by year-end 2026, plateau in the first half of 2027, then decline in the latter half as supplier pricing lags consumer pricing by a few months. He said ample memory and SSD supply already exists, with Chinese makers like CXMT disrupting the market.

  3. 1

    Acer CEO challenges memory shortage narrative

    Jason Chen told reporters that only high-end DDR5 components and niche CPUs face genuine shortages, contradicting memory makers' claims that prices won't normalize until 2030. He said suppliers are exaggerating to protect margins.

    “so they keep putting out the message: let me tell you, prices won't come down until the year 20-whatever.”
    — Jason Chen

    1. 1 outlet first by Wccftech, 3d ago · read ↗