Acer's CEO says reports of a catastrophic, decade-long RAM shortage are overblown.
Jason Chen, Acer's chief executive, told Taiwan's Economic Daily News that supply of DDR4 and DDR5 memory is "quite large" right now, and that processors aren't in short supply either. He still expects component costs to keep climbing, with PC prices rising 5% to 20% on average in the fourth quarter of 2026. Chen predicts relief starting in mid-2027, as more chip production, particularly in China, comes online. He was blunt about the pessimists: "It's impossible for the shortage to last until 2030."
Chen's optimism cuts against the prevailing industry mood, where several analysts have floated a shortage stretching to the end of the decade. His comments also read as aimed more at China's domestic market than the global supply chain, which matters if you're shopping elsewhere. Either way, the one thing Chen and the pessimists agree on is that prices are not done rising.
A CEO promising the crisis will end, just not yet, is not exactly a bold prediction.