Acer CEO Jason Chen is pushing back against industry forecasts that predict a prolonged RAM shortage extending to 2030. This stance matters to buyers because it suggests that the current pain in the PC hardware market may be shorter than expected. Chen argues that memory manufacturers are exaggerating supply constraints to protect their profit margins. The CEO claims the actual supply of DDR4 and DDR5 memory is already quite large.
Acer CEO Jason Chen disputes 2030 shortage forecasts and predicts price declines
The analysis centers on the global PC market and the specific dynamics of the DRAM supply chain. Chen’s comments address the broader hardware ecosystem rather than a single product launch. This perspective challenges the narrative that component scarcity will dictate PC pricing for the next four years. The dispute highlights a tension between supplier rhetoric and OEM expectations.
Acer expects PC prices to rise between 5 and 20 percent through the fourth quarter of 2026. These increases are driven by the current shortage of high-end components, specifically LPDDR5X-9600 memory. Chen dismissed predictions that this shortage will stretch to 2030, calling the forecasts self-serving. The CEO attributes the current tightness to specific high-performance segments rather than a total industry collapse.
Looking further ahead, Chen predicts that PC prices will plateau in the first half of 2027. Prices should finally decline after mid-2027 as new capacity comes online. This projected drop is attributed to increased DRAM production from Chinese supplier CXMT. Buyers waiting for better deals may find that the market stabilizes in the second half of 2027.
Source: NotebookCheck
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