Acer CEO Says PC Prices Could Fall by 2027, Accuses Rivals of Milking the RAM Shortage for Profit
Chen says AI-driven RAM shortages will keep PC prices up 5% to 20% before easing as cheaper Chinese supply enters the market.
- Acer CEO Jason Chen recently told DigiTimes that PC price hikes related to RAM shortages may begin reversing by late 2027, offering a more optimistic timeline than other industry leaders.
- Since last year, explosive demand from AI data center construction has swallowed supply and quintupled DRAM prices, forcing hardware makers to raise costs for devices relying on large RAM pools.
- Chen accuses rival CEOs of overshooting estimates to maintain high profit margins, countering forecasts from Micron CEO Sanjay Mehrotra, Hynix CEO Kwak Noh-Jung, and Adata's Chen Li-bai that shortages will persist until at least 2030.
- PC prices will rise 5% to 20% later this year, peaking in the first half of 2027 before costs finally start easing.
- Supply for most RAM and SSD types has caught up, though shortages persist for high-end parts like DDR5 and Nvidia CPUs, as Apple weighs sourcing from Chinese manufacturer CXMT.
12 Articles
12 Articles
Acer CEO says PC prices could fall by 2027, accuses rivals of milking the RAM shortage for profit
Acer CEO Jason Chen recently told DigiTimes that PC price hikes related to RAM shortages might begin to reverse by late 2027. The statement counters earlier claims from other memory manufacturer CEOs that the situation would continue until at least 2030.Read Entire Article
Jason Chen, CEO of ACER, hopes to see decreases in the prices of PC components as early as 2027, following the opposite direction of other CEOs who talked about increases by 2030. Read more
Computer prices are expected to continue their upward march in the coming months. In fact, in some cases we will see increases of up to 20% for some models. According to Acer president Jason Chen, we expect an increase of 5% to 20% in the fourth quarter of 2026, while the peak in prices will come [...]
The storage manufacturers themselves and many analysts assume that storage will be scarce by 2030.
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