Ehrmantraut Capital(@EhrmantrautCap_):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

Ehrmantraut Capital

@EhrmantrautCap_

Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.

가입 November 2025

150 팔로잉 중 17.9K 팬

Ehrmantraut Capital@EhrmantrautCap_

2026.09.20 17:43

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