Acer Chairman Jason Chen: Memory supply stabilizes as PC component shortages ease

Acer (宏碁) Chairman Jason Chen stated on the 19th that memory supply is no longer constrained, noting that Chinese suppliers are increasing output and impacting market pricing. While specific components like LPDDR5 and certain DDR5 specifications remain tight, most parts, including DDR4 and CPUs, are in sufficient supply. Chen noted that Acer is managing inventory to address rising component costs and expects PC price hikes of 5% to 20% in the fourth quarter. Despite bullish forecasts from major memory suppliers through 2027, Chen believes increased production capacity from China will limit further price surges, with costs likely stabilizing or declining by the second half of next year.