Cassandra Unchained(@michaeljburry):“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from mainland China are flooding the market with volume, acting as price disruptors; as for this period of price volatility, "those in the know understand the situation."” Acer CEO says memory chip supply is rising. Remember the shortage in normal RAM was created by repurposing for HDM but now the production for normal RAM is ramping up

2026.09.22 11:50

“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from mainland China are flooding the market with volume, acting as price disruptors; as for this period of price volatility, "those in the know understand the situation."” Acer CEO says memory chip supply is rising. Remember the shortage in normal RAM was created by repurposing for HDM but now the production for normal RAM is ramping up - as it always does .

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