There is currently no reason to expect parts prices to drop. Acer CEO Jason Chen believes that the memory shortage is no longer serious, but the cost of parts will continue to rise, and the market will not begin to stabilize until at least mid-2027.
Chen said the shortage of DDR4 and DDR5 is gradually disappearing, and semiconductor manufacturers continue to expand production capacity. Therefore, it seems impossible to him that the memory shortage will continue until 2030. Processor supply is also improving, although some entry-level and mid-range models still have issues.
At the same time, this doesn’t make it any easier for computer buyers. In the fourth quarter of 2026, parts prices may increase by another 5-20%. According to the forecast of the person in charge of Acer, they will peak around the middle of 2027 and will start to gradually decline after that.
It is worth noting that supply is already gradually increasing: new capacity is entering the market and there are more parts suppliers. However, demand from PC manufacturers has not yet kept pace with this growth. Therefore, it looks like we will have to wait a while before prices return to their previous levels soon.
