Acer CEO says memory prices to fall in 2027 as CXMT starts mass production
AIFlow_ML · x · 2026-09-22
Acer chairman and CEO Jason Chen says memory chip prices will reverse in the second half of 2027, declaring the "supply shortage problem has disappeared" — contradicting the Big 3 memory makers' claims that hikes will persist beyond 2027.
- Only high-end DDR5 parts (LPDDR5X-9600) and niche CPUs like Nvidia's N1/N1X remain short
- PC prices will still rise 5%-20% by end of this year, plateau in H1 2027, then decline
- The catalyst: CXMT starting mass production of a new chip platform
Reported by ZeroHedge via United Daily News, the piece is being read as a sign the memory bubble may be bursting; the sharer dismisses the shortage narrative as GPU price pumping.
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