Acer Chen Junsheng: Memory is no longer in short supply, only 2 types of PC components are in tight supply
Acer Chairman Chen Junsheng stated on the 19th that there is no shortage of memory, as suppliers in mainland China are continuously releasing quantities, acting as price destroyers. The contract prices are currently experiencing high fluctuations, with chaotic ups and downs. Some components like LPDDR5 or DDR5 9600 paired with N1 or N1X are still in short supply, but more common components like DDR4 are in oversupply. Currently, there is also no shortage of CPUs, except for certain low-priced licensed models from Microsoft, such as those with Small Core specifications, which are in tight supply.Chen Junsheng pointed out that the price increases for key components this year are unprecedented, with customers going from complaining to scrambling for goods. Acer is increasing its inventory of low-priced components in response, facing pressure to raise PC prices each quarter, with different products still seeing price increases of 5% to 20% in the fourth quarter. The three major memory suppliers have expressed optimism about price increases until 2027, but the unlimited production capacity released by mainland China means that sustained price increases are unlikely.He expects that by 2027, Acer's costs for SSDs and memory will decline compared to this year, with a chance for prices to stabilize in the second half of next year. There may still be opportunities for price increases in the first quarter of 2027, but the increases should become narrower. The expansion of semiconductor production is expected to begin in mid-2027, after which prices may peak and enter a stable phase.
