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Acer CEO says PC prices could fall by 2027, accuses rivals of milking the RAM shortage for profit
TechSpot • • technology
Key Points:
- Acer CEO Jason Chen predicts that PC price hikes due to RAM shortages may begin to reverse by late 2027, offering a more optimistic timeline compared to other industry leaders.
- Other memory manufacturer CEOs, including Micron's Sanjay Mehrotra and SK Hynix's Kwak Noh-Jung, foresee shortages and tight supply persisting through 2030, with Adata's chairman predicting elevated prices for another decade.
- The ongoing shortages and price increases are largely driven by explosive demand from AI data center construction, which has significantly increased DRAM prices and affected a wide range of hardware including PCs, smartphones, and gaming consoles.
- Acer's CEO accuses other companies of exaggerating shortage timelines to maintain high profit margins, stating that supply has mostly caught up with demand except for high-end components like the fastest DDR5 modules and certain CPUs.
- The current memory market conditions resemble those from nearly two decades ago, highlighting the significant impact of AI-driven demand on supply chains and pricing.
