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AI & Enterprise

Acer CEO says RAM shortage unlikely to last until 2030

Acer CEO Jason Chen dismissed suggestions that a memory supply crunch could drag on for years, saying shortages of DDR4 and DDR5 are not severe and are unlikely to last until 2030. He said supply is sizable and processors are also not in major short supply. Chen said component prices are fluctuating at high levels and expects PC prices to keep rising in the fourth quarter of 2026 by 5 to 20 percent. He sees declines after mid-2027.

Industry

Google reuses DDR4 from retired servers for AI equipment amid memory shortage

Google is reusing older DDR4 memory recovered from decommissioned servers in newer AI equipment as a worsening supply crunch hits memory chips, driven by the spread of AI data centres. Google said it remains hard to secure enough chips and called faster capacity expansion by manufacturers the most sustainable solution. Meta and others are also extending older memory use via CXL, though performance limits remain. Researchers and companies forecast further price rises and prolonged shortages.

Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.