Acer Chairman Jason Chen Declares Memory Shortage Can’t Last Until 2030, Yet Prices Still Climb Before Mid-2027 Relief Interesting stance from Acer and quite a bearish one on DRAM and NAND. But recall that the same Jason Chen believed in November 2025 that the memory shortage could be over in a couple of months thanks to Chinese memory. So I am very sceptic of what he's saying. Looks like wishful thinking to me. $MU $SNDK $SKHY $DRAM

Acer chairman Jason Chen expects PC prices to rise 5% to 20% in Q4 2026, even as memory shortages ease. He says DDR4 and DDR5 supplies are ample, but memory and SSD prices remain high. Models with more RAM or higher-capacity SSDs could see steeper price increases. Chen expects average selling prices for PCs to peak around mid-2027 and says they could start falling in the second half.

Acer unveils the Swift Blade 14, an ultralight laptop weighing 1.76lbs with Intel Wildcat Lake processors, and the Swift Air 16, set to launch in December (@superantonio64 / The Verge) (Visit Techmeme dot com for the link and full context!)

Acer unveils its fourth-generation Vero 16 with modular elements like removable bottom covers and hinges, user-replaceable batteries and SSDs, and more (Tyler Graham / CNET) (Visit Techmeme dot com for the link and full context!)

Acer unveils the Predator Atlas 7, a 7" handheld with an Intel Arc G3 Extreme CPU, shipping in November, and the Project DualPlay Mini, an 8" concept device (@mariella_moon / Engadget) (Visit Techmeme dot com for the link and full context!)

Acer Chairman: PC shipments may plunge over 20% in the 2nd half of 2026 as higher prices bite, media report, with the PC giant planning to focus on new businesses to maintain growth. Chair Jason Chen also said price increases for memory chips and SSDs have started to plateau, so PC price hikes have also slowed. $DELL $HPQ $MU $SKHY #semiconductors#