At long last, the memory bubble may be finally bursting.
According to Jason Chen, chairman and CEO of Taiwanese PC and IT hardware giant, Acer, prices for memory chips will start reversing in the latter half of next year, dismissing the memory cartel pardon Big 3 claim that chip prices will keep rising well beyond 2027, and bucking the popular narrative which expects no declines in chip prices for the foreseeable future.
According to United Daily News, Chen said that only high-end DDR5 parts like LPDDR5X-9600 and niche CPUs like Nvidia’s N1 and N1X chips are in short supply. Since supplier pricing lags consumer pricing by about a few months, he added that PC prices will still rise between 5% and 20% towards the end of this year, plateau by the first half of 2027, before finally declining after years of AI-drive hikes.
The AI boom has driven shortages for various PC components, beginning with GPUs in late 2022, before expanding to memory chips by late 2025. This made memory prices climb 500% in 12 months, although the increases have finally cooled as consumers refuse to absorb further hikes.
Some memory companies like SK Hynix are saying that the shortage will be worse next year and that it won’t be until 2030 before pricing will start to normalize. The Adata chief even said that the DRAM shortage would last another 10 years. This is plausi
