Brind.

Acer CEO predicts memory chip price reversal later next year

1 report, 1 independent Updated Sep 21
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Jason Chen, chairman and CEO of Acer, stated that prices for memory chips are expected to begin reversing in the latter half of next year. This prediction counters the claim by the Big 3 memory cartel that chip prices will continue to rise beyond 2027. Chen noted that while only high-end DDR5 parts and niche CPUs are currently in short supply, PC prices are expected to rise between 5% and 20% until the end of this year before declining.

From zerohedge.com

Why it matters

Some supportBrind's analysis of the reports

The prediction suggests a potential end to the sustained price increases driven by the AI boom, which caused memory prices to climb 500% in 12 months. This outlook differs from other memory companies, such as ADATA, whose chief stated that the DRAM shortage could last another 10 years.

From zerohedge.com

Who's involved

  • ADATAMajor memory hardware supplier, whose chief disagrees with the price reversal prediction.
  • AcerTaiwanese hardware corporation led by Jason Chen, who made the price reversal forecast.

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • ADATASpeculative

    ADATA might see its long-term revenue projections impacted by the shift in the market outlook regarding memory price reversal.

Keep exploring

The entities involved

  • ADATA

    Taiwanese technology company

    Nothing else this week.

  • Acer

    Taiwanese multinational hardware and electronics corporation

    Nothing else this week.

Coverage

Newest first; wire copies grouped