Jason Chen, the chairperson of Acer, stated that major memory manufacturers are exaggerating forecasts of a long-term shortage to maintain high profit margins. While some industry leaders suggest that memory pricing will not normalize until 2030, Chen believes that current supply levels for memory and SSDs are sufficient to meet demand.
The executive noted that the entry of Chinese memory producers into the market is creating competition by offering more affordable alternatives. Acer, along with HP and Asus, has already begun integrating CXMT memory chips into its hardware. Additionally, YMTC SSDs have been identified in certain Lenovo laptop models sold in the German market.
Despite the optimistic outlook on memory supply, Chen observed that prices for other components, including PCBs, SSDs, and fiberglass cloth for motherboards, continue to rise. He expects that the overall cost of personal computers will begin to decline by late 2027 as market dynamics shift and the influence of new capacity takes effect.
