Acer Chairman Discusses Memory Shortage Duration and Impact on Prices Ahead of 2027 Relief

Acer Chairman Jason Chen Foresees Continued Memory Price Increases Until Mid-2027

Acers Chairman, Jason Chen, has expressed concerns over the ongoing memory shortage, asserting that it is unlikely to last until 2030. Despite anticipation of a market relief around mid-2027, prices for memory components are expected to continue rising in the meantime.

Chen explained that the global memory supply chain disruptions and fluctuating demand, particularly from the PC sector, are contributing to the price increases. He indicated that Chinese memory suppliers are playing a significant role in this dynamic, affecting pricing stability.

In a related forecast, Acer expects PC prices to rise by as much as 20% in the fourth quarter of this year, with projections suggesting that peak prices could occur around mid-2027. This trend is likely due to heightened costs in components, manufacturing challenges, and inflationary pressures affecting the market.

Chen also mentioned that while some relief in supply may be on the horizon, companies and consumers should prepare for enduring volatility in hardware costs, particularly in the memory sector. Acer’s CEO hinted at potential price reductions in mid-2027, but added that these would hinge on the stabilization of the market conditions and supply capacities.

Overall, the current memory shortage and rising prices are pivotal issues affecting not just Acer but the wider PC industry as companies navigate the challenges of supply chain management and market demand.