Acer CEO, Jason Chen, predicted that computer costs may begin a new phase of decline in 2027. He believes that price adjustments driven by the current shortage of RAM memory may start to reverse by the end of next year.
This outlook positions Chen as one of the most optimistic voices within the memory sector, contrasting with the more pessimistic views presented by executives from major memory producers, who indicate longer timelines for component supply to catch up with demand.
Chen shared these comments in an interview given to DigiTimes, as reported by TechSpot. For the Acer leader, the situation improvement could occur faster than suggested by some of the market's more cautious projections.
Divergent Views on Memory Availability
Jason Chen's analysis differs from recent statements by other industry executives. Sanjay Mehrotra, CEO of Micron, stated earlier this year that the memory supply restriction would extend beyond 2027. Meanwhile, Kwak Noh-Jung, CEO of SK Hynix, estimated that the peak of the shortage would occur in 2027, but that the supply limitation would persist until 2030.
An even longer forecast was presented by Chen Li-bai, president of Adata, who calculates that high prices could remain for another decade, even with plans to expand production capacity across the industry.
However, Jason Chen interprets these projections differently. He suggests that the more negative forecasts might be influenced by manufacturers' incentives to preserve their profit margins, and not necessarily reflect a generalized memory shortage.
Chen argues that the supply of most types of RAM and SSD has already met demand. In his assessment, real restrictions are primarily concentrated in high-performance components, citing examples such as the fastest DDR5 modules and chips like the N1X, manufactured by Nvidia.
If Chen's assessment proves correct, computer prices could begin to decrease at the end of 2027, following a period characterized by increased memory demand driven by the expansion of artificial intelligence (AI) infrastructure.
