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In brief: CEOs of major memory manufacturers have made varying predictions of how long ongoing shortages will last, with Acer offering the most optimistic assessment. Accusing other companies of overshooting estimates to influence profit margins, Acer’s CEO thinks the worst could pass by the end of next year.
Acer CEO Jason Chen recently told DigiTimes that PC price hikes related to RAM shortages might begin to reverse by late 2027. The statement counters earlier claims from other memory manufacturer CEOs that the situation would continue until at least 2030.
Since last year, explosive demand from AI data center construction has swallowed up supply and quintupled DRAM prices, pushing hardware makers to raise prices across any device that leans on large RAM pools.
PCs, smartphones, graphics cards, and game consoles have all felt the hit, and the fallout has spilled over into demand for CPUs and motherboards too. One recent study found that today’s memory market, on a per-unit basis, looks a lot like it did nearly two decades ago.
Estimates on how long the shortage and elevated pricing will last vary widely. Earlier this year, Micron CEO Sanjay Mehrotra predicted the situation would continue beyond 2027. Not long after, SK Hynix CEO Kwak Noh-Jung said shortages would peak in 2027 and supply would stay tight through 2030.
Adata chairman Chen Li-bai went further still, forecasting elevated prices for another decade – despite expansion plans from every major memory manufacturer.
Also read: AI Is Eating All the DRAM
Acer’s CEO sees it differently. Chen argues those predictions are less about supply realities and more about prolonging the fat profit margins the AI boom has handed memory makers. He claims supply of most RAM and SSD types has already caught up with demand, and that today’s shortages are limited to high-end parts – the fastest DDR5 modules and CPUs like Nvidia’s N1X among them.
Chen still expects PC prices to rise 5% to 20% later this year, with a peak in the first half of 2027 before prices finally start easing. New, cheaper supply from Chinese manufacturers like CXMT is a big part of that math, and recent reports suggest Apple is weighing CXMT as a supplier to ease its own cost pressure, even with the company still sitting on the Pentagon’s blacklist.
